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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 %
PNAA
901
Pictet North America Advisors
Switzerland
$634K +$286K +1,890 +82%
CAC
902
Certified Advisory Corp
Florida
$630K -$11.4K -75 -2%
BA
903
Birinyi Associates
Connecticut
$625K -$265K -1,750 -30%
MCM
904
Mainstay Capital Management
Michigan
$622K -$2.26K -15 -0.4%
LW
905
Linscomb Wealth
Texas
$619K +$97.2K +642 +19%
VDFA
906
Vickerman & Driscoll Financial Advisors
Washington
$618K -$2.72K -18 -0.4%
CWM
907
Cornerstone Wealth Management
Missouri
$615K -$88.5K -585 -13%
FFS
908
Founders Financial Securities
Maryland
$612K +$43.7K +289 +8%
HI
909
Horizon Investments
North Carolina
$612K +$43.7K +289 +8%
BA
910
Ballew Advisors
Mississippi
$609K -$4.25K -29 -0.7%
MCG
911
McCollum Christoferson Group
New York
$607K -$54.5K -360 -8%
NNP
912
Nachman Norwood & Parrott
South Carolina
$605K -$101K -664 -14%
CT
913
Cambridge Trust
Massachusetts
$601K +$240K +1,583 +66%
AIS
914
American Investment Services
Massachusetts
$600K +$82.9K +548 +16%
SFG
915
StrategIQ Financial Group
Indiana
$598K -$14.5K -96 -2%
PG
916
Patten Group
Tennessee
$598K -$3.03K -20 -0.5%
PAS
917
Park Avenue Securities
New York
$598K +$598K +3,951 New
OAM
918
Occidental Asset Management
California
$596K – – –
FA
919
Fiducient Advisors
Illinois
$596K +$28.4K +188 +5%
FG
920
Fiduciary Group
Georgia
$596K +$243K +1,608 +69%
CCM
921
Crossvault Capital Management
Texas
$594K -$5.3K -35 -0.9%
KA
922
Kovack Advisors
Florida
$593K -$26.8K -177 -4%
SAS
923
Stelac Advisory Services
New York
$587K – – –
CHA
924
Cooper/Haims Advisors
New York
$586K – – –
Lazard Asset Management
925
Lazard Asset Management
New York
$578K +$152K +1,005 +36%
35 36
37
38 39