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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 %
VR
876
Viridian RIA
Washington
$684K – – –
KCM
877
Kennedy Capital Management
Missouri
$674K -$975K -6,442 -59%
RHJA
878
Rice Hall James & Associates
California
$674K – – –
APCM
879
Alaska Permanent Capital Management
Alaska
$673K +$337K +2,225 +100%
AWA
880
Alaska Wealth Advisors
Alaska
$673K +$673K +4,450 New
ECM
881
Evergreen Capital Management
Washington
$668K -$16.3K -108 -2%
FRM
882
Fox Run Management
Connecticut
$667K -$1.5M -9,900 -69%
DAS
883
Dynamic Advisor Solutions
Arizona
$660K -$240K -1,589 -27%
CAW
884
Cornerstone Advisors (Washington)
Washington
$656K +$3.79K +25 +0.6%
ECM
885
Elgethun Capital Management
South Dakota
$653K – – –
SHWM
886
Smith & Howard Wealth Management
Georgia
$652K +$94.1K +621 +17%
PMG
887
ProVise Management Group
Florida
$650K – – –
WPW
888
Waldron Private Wealth
Pennsylvania
$649K +$76.9K +509 +13%
NP
889
NorthRock Partners
Minnesota
$647K +$384K +2,538 +146%
VWM
890
Venturi Wealth Management
Texas
$646K +$3.63K +24 +0.6%
LC
891
LCNB Corp
Ohio
$643K +$256K +1,689 +66%
APW
892
Acima Private Wealth
Virginia
$642K – – –
SCA
893
Snowden Capital Advisors
New York
$641K -$14.1K -93 -2%
HCM
894
HM Capital Management
Missouri
$639K -$530K -3,500 -45%
CFG
895
Cooper Financial Group
California
$639K +$13.8K +91 +2%
BFA
896
Bragg Financial Advisors
North Carolina
$639K +$202K +1,335 +46%
PWLP
897
Prio Wealth Limited Partnership
Massachusetts
$637K -$67.2K -444 -10%
CPIG
898
Chicago Partners Investment Group
Illinois
$636K -$13K -84 -2%
ECAM
899
East Coast Asset Management
Massachusetts
$635K -$13.6K -90 -2%
FDCC
900
Foster Dykema Cabot & Co
Massachusetts
$634K -$10.9K -72 -2%
34 35
36
37 38