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 %
CB
951
Community Bank
New York
$542K – – –
SFM
952
Signet Financial Management
New Jersey
$542K +$56K +353 +12%
OSNBOA
953
Old Second National Bank of Aurora
Illinois
$541K -$41.7K -276 -7%
SIAS
954
Shine Investment Advisory Services
Colorado
$541K – – –
PHAM
955
Palisades Hudson Asset Management
Florida
$540K -$4.39K -29 -0.8%
NGA
956
Naples Global Advisors
Florida
$537K -$7.57K -50 -1%
MMHP
957
Murphy Middleton Hinkle & Parker
Georgia
$533K -$15.4K -102 -3%
HFA
958
Hoover Financial Advisors
Pennsylvania
$532K +$20.9K +138 +4%
ECM
959
ExodusPoint Capital Management
New York
$531K +$531K +3,509 New
LJAC
960
L.J. Altfest & Co
New York
$530K -$15.1K -100 -3%
YWP
961
YorkBridge Wealth Partners
New York
$530K +$168K +1,113 +47%
GA
962
GFS Advisors
Texas
$530K +$530K +3,500 New
BDF
963
Balasa Dinverno & Foltz
$528K – – –
RWA
964
River Wealth Advisors
Pennsylvania
$528K +$93.9K +620 +22%
TIA
965
Tiemann Investment Advisors
California
$526K -$29.5K -195 -5%
AAS
966
Annex Advisory Services
Wisconsin
$526K -$18.6K -123 -3%
MFG
967
Merit Financial Group
Georgia
$526K +$526K +3,475 New
AC
968
Addison Capital
Pennsylvania
$523K +$54.2K +358 +12%
BWA
969
BDO Wealth Advisors
Florida
$522K -$13K -86 -2%
RMAM
970
Raab & Moskowitz Asset Management
New Jersey
$521K – – –
APSP
971
Asset Planning Services (Pennsylvania)
Pennsylvania
$520K -$27.5K -182 -5%
SVWAG
972
Sound View Wealth Advisors Group
Georgia
$520K -$18.6K -123 -3%
PAMG
973
Patton Albertson Miller Group
Tennessee
$520K +$520K +3,436 New
FIM
974
Frontier Investment Management
Texas
$518K +$202K +1,335 +64%
BFA
975
Beaumont Financial Advisors
Massachusetts
$517K -$12.7K -84 -2%
37 38
39
40 41