IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,380 hedge funds and large institutions have $40B invested in iShares Russell 2000 ETF in 2019 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 495 increasing their positions, 541 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
+11
Holders Change %
+0.8%
% of All Funds
30.31%
Holding in Top 10
163
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.23%
% of All Funds
3.58%
New
95
Increased
495
Reduced
541
Closed
76
Calls
$11.4B
Puts
$27.2B
Net Calls
-$15.9B
Net Calls Change
-$5.77B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$912M
2
Morgan Stanley
Morgan Stanley
New York
+$827M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$220M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$200M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$134M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$271M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$233M
3
Citigroup
Citigroup
New York
-$224M
4
Barclays
Barclays
United Kingdom
-$201M
5
Bank of America
Bank of America
North Carolina
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMP
851
Polar Asset Management Partners
Ontario, Canada
$753K +$753K +4,976 New
ACM
852
Atlanta Capital Management
Georgia
$746K -$2.54M -16,787 -77%
FFA
853
Fragasso Financial Advisors
Pennsylvania
$746K +$2.58K +17 +0.3%
GIA
854
Guyasuta Investment Advisors
Pennsylvania
$744K -$25K -165 -3%
IP
855
Intellectus Partners
California
$744K +$133K +879 +22%
SSG
856
Summit Securities Group
New York
$742K -$75.7K -500 -9%
AA
857
AlphaMark Advisors
Kentucky
$739K +$91.2K +603 +14%
MAA
858
Matrix Asset Advisors
New York
$738K +$21.8K +144 +3%
Invesco
859
Invesco
Georgia
$737K -$4.27M -28,204 -85%
GFS
860
GYL Financial Synergies
Connecticut
$736K -$28K -185 -4%
GJIC
861
Gamble Jones Investment Counsel
California
$735K – – –
GIM
862
Goelzer Investment Management
Indiana
$733K -$45.4K -300 -6%
LPT
863
Legacy Private Trust
Wisconsin
$732K +$1.51K +10 +0.2%
OFG
864
Oxford Financial Group
Indiana
$729K – – –
PL
865
Plancorp LLC
Missouri
$729K +$3.94K +26 +0.5%
WCM
866
Windsor Capital Management
Arizona
$723K +$5.14K +34 +0.7%
B
867
Bridgeworth
Alabama
$717K -$115K -761 -14%
DWM
868
Doyle Wealth Management
Florida
$709K +$303 +2 +0%
PB
869
Pinnacle Bancorp
Nebraska
$707K -$7.72K -51 -1%
AUB
870
Atlantic Union Bankshares
Virginia
$707K +$707K +4,669 New
OIA
871
OneDigital Investment Advisors
Kansas
$704K +$178K +1,175 +34%
AHC
872
Adell Harriman & Carpenter
Texas
$703K -$5.6K -37 -0.8%
Wealth Enhancement Advisory Services
873
Wealth Enhancement Advisory Services
Minnesota
$702K -$4.96K -33 -0.7%
Mirae Asset Global Investments
874
Mirae Asset Global Investments
South Korea
$697K -$1.04M -6,859 -60%
CCP
875
Corient Capital Partners
California
$688K +$99.7K +659 +17%
33 34
35
36 37