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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 %
IB
926
Intrust Bank
Kansas
$577K – – –
GVAG
927
Great Valley Advisor Group
Delaware
$572K +$20.4K +135 +4%
WTB
928
Washington Trust Bank
Washington
$568K – – –
GP
929
Gresham Partners
Illinois
$564K – – –
JPG
930
Jordan Park Group
California
$561K -$74.9K -495 -12%
CG
931
Caprock Group
Idaho
$561K -$9.07K -60 -2%
NPT
932
Nixon Peabody Trust
Massachusetts
$561K +$454 +3 +0.1%
VWA
933
V Wealth Advisors
Kansas
$560K -$67.2K -444 -11%
WCM
934
Wealthcare Capital Management
Virginia
$557K -$5.3K -35 -0.9%
AWM
935
Altium Wealth Management
New York
$557K – – –
SFG
936
Summit Financial Group
West Virginia
$555K – – –
EWM
937
Empirical Wealth Management
Washington
$554K +$23.5K +155 +4%
DP
938
Denver PWM
Colorado
$553K – – –
ACM
939
Ategra Capital Management
Virginia
$553K -$109K -723 -17%
BRWM
940
B. Riley Wealth Management
Tennessee
$552K -$88.2K -583 -14%
NIM
941
Nicollet Investment Management
Minnesota
$552K – – –
PMG
942
Private Management Group
California
$550K – – –
PCMC
943
Private Capital Management (Colorado)
Colorado
$550K +$151 +1 +0%
CCA
944
Conservest Capital Advisors
Pennsylvania
$550K +$454 +3 +0.1%
CSM
945
CAMG Solamere Management
North Carolina
$549K – – –
SC
946
SouthState Corp
Florida
$548K -$1M -6,624 -65%
MIG
947
McGuire Investment Group
Rhode Island
$547K – – –
GWS
948
Glassman Wealth Services
Virginia
$545K – – –
GWA
949
Guidant Wealth Advisors
Illinois
$544K – – –
IP
950
Investment Partners
Ohio
$543K -$43.5K -287 -7%
36 37
38
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