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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 %
IAIM
926
International Assets Investment Management
Florida
$511K +$511K +4,465 New
HI
927
Horizon Investments
North Carolina
$509K -$10.8K -94 -2%
APCM
928
Alaska Permanent Capital Management
Alaska
$509K – – –
WCM
929
Wealthcare Capital Management
Virginia
$508K +$97K +848 +24%
CS
930
Cannell & Spears
New York
$508K +$222K +1,942 +78%
GIM
931
Goelzer Investment Management
Indiana
$507K +$1.94K +17 +0.4%
EWA
932
Exencial Wealth Advisors
Oklahoma
$507K +$73.4K +641 +17%
FFS
933
Founders Financial Securities
Maryland
$505K -$14.1K -123 -3%
WPC
934
White Pine Capital
Minnesota
$504K -$60.7K -530 -11%
GWS
935
Glassman Wealth Services
Virginia
$504K +$91.2K +796 +22%
EE
936
EWG Elevate
California
$502K -$276K -2,415 -36%
CMA
937
Cedar Mountain Advisors
Oregon
$497K +$3.78K +33 +0.8%
EK
938
Evensky & Katz
Florida
$497K +$25.4K +222 +5%
KFI
939
Key Financial Inc
Pennsylvania
$496K +$104K +908 +27%
TFGT
940
TS Financial Group (TSFG)
Illinois
$495K -$293K -2,564 -37%
OFG
941
Oxford Financial Group
Indiana
$495K -$32K -280 -6%
B
942
Bridgeworth
Alabama
$495K -$4.81K -42 -1%
ECM
943
Elgethun Capital Management
South Dakota
$494K – – –
SWM
944
SeaCrest Wealth Management
New York
$492K -$120K -1,046 -20%
LCS
945
Levin Capital Strategies
New York
$492K +$492K +4,300 New
CPA
946
Capital Planning Advisors
California
$491K -$153K -1,336 -24%
PWLP
947
Prio Wealth Limited Partnership
Massachusetts
$490K +$8.47K +74 +2%
SAS
948
Stelac Advisory Services
New York
$487K +$44K +385 +10%
HIS
949
Harvest Investment Services
Illinois
$485K -$2M -17,472 -80%
PMG
950
ProVise Management Group
Florida
$485K – – –
36 37
38
39 40