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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,436 hedge funds and large institutions have $33.8B invested in iShares Russell 2000 ETF in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 468 increasing their positions, 695 reducing their positions, and 252 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
-163
Holders Change %
-10.19%
% of All Funds
31.72%
Holding in Top 10
141
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-28.79%
% of All Funds
3.11%
New
114
Increased
468
Reduced
695
Closed
252
Calls
$11.5B
Puts
$30.1B
Net Calls
-$18.6B
Net Calls Change
-$3.61B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.24B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$887M
3
Barclays
Barclays
United Kingdom
+$739M
4
Bank of America
Bank of America
North Carolina
+$720M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$434M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$705M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$263M
3
DFO
Duquesne Family Office
New York
-$257M
4
Rafferty Asset Management
Rafferty Asset Management
New York
-$236M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
826
Central Trust Company
Missouri
$716K -$37.9K -331 -5%
CC
827
Chicago Capital
Illinois
$714K -$209K -1,828 -23%
BFM
828
Broadview Financial Management
Wisconsin
$712K +$45.7K +399 +7%
CC
829
Cedar Capital
Illinois
$711K -$9.42M -82,331 -93%
CMO
830
Covenant Multifamily Offices
Texas
$711K -$24.6K -215 -3%
SHJ
831
Sharkey, Howes & Javer
Colorado
$710K -$976K -8,533 -58%
RWA
832
Ropes Wealth Advisors
Massachusetts
$710K -$379K -3,307 -35%
PO
833
Private Ocean
California
$706K +$8.24K +72 +1%
PAM
834
Private Asset Management
California
$702K +$25.5K +223 +4%
PG
835
Prostatis Group
Maryland
$701K +$49.7K +434 +8%
MWM
836
Mission Wealth Management
California
$692K -$60.3K -527 -8%
HA
837
HYA Advisors
Missouri
$682K +$285K +2,490 +72%
HPWM
838
Highland Private Wealth Management
Washington
$681K -$517K -4,515 -43%
PCG
839
Private Capital Group
Connecticut
$679K -$90.6K -792 -12%
MMG
840
Monetary Management Group
Missouri
$677K -$323K -2,825 -32%
ST
841
Spinnaker Trust
Maine
$677K -$6.86K -60 -1%
SM
842
Sabby Management
Florida
$675K +$675K +5,900 New
BRWM
843
B. Riley Wealth Management
Tennessee
$673K +$317K +2,767 +89%
TAM
844
Townsend Asset Management
North Carolina
$671K -$72.6K -634 -10%
AWM
845
Apollon Wealth Management
South Carolina
$670K -$222K -1,945 -25%
GLR
846
Great Lakes Retirement
Ohio
$670K +$41.2K +363 +7%
MBTD
847
Mechanics Bank - Trust Department
California
$666K -$130K -1,135 -16%
NP
848
NorthRock Partners
Minnesota
$664K -$143K -1,249 -18%
VSWA
849
Vontobel Swiss Wealth Advisors
Switzerland
$664K – – –
OIA
850
Optimum Investment Advisors
Illinois
$659K -$307K -2,686 -32%
32 33
34
35 36