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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 %
HCM
951
HM Capital Management
Missouri
$483K – – –
LNWWM
952
Laird Norton Wetherby Wealth Management
California
$482K -$57.2K -500 -11%
AIS
953
American Investment Services
Massachusetts
$481K – – –
BHTS
954
Bar Harbor Trust Services
Maine
$479K -$63.1K -552 -12%
SWA
955
Sutton Wealth Advisors
Florida
$477K +$373K +3,259 +359%
APW
956
Acima Private Wealth
Virginia
$475K – – –
CFFP
957
Center for Financial Planning
Michigan
$475K +$42.2K +369 +10%
CAAS
958
Capital Asset Advisory Services
Michigan
$469K -$237K -1,930 -34%
SFS
959
Strategic Financial Services
New York
$465K -$7.79M -67,987 -94%
CAW
960
Cornerstone Advisors (Washington)
Washington
$461K – – –
OWA
961
Outlook Wealth Advisors
Texas
$460K +$79.5K +695 +21%
MIM
962
Montgomery Investment Management
Maryland
$458K -$205K -1,792 -31%
FNBOO
963
First National Bank of Omaha
Nebraska
$458K -$134K -1,166 -23%
VWM
964
Venturi Wealth Management
Texas
$455K -$589K -5,145 -56%
ECM
965
Evergreen Capital Management
Washington
$455K +$19.6K +171 +4%
CW
966
CreativeOne Wealth
Kansas
$455K +$37K +324 +9%
WTB
967
Washington Trust Bank
Washington
$454K +$23.8K +208 +6%
C
968
Cliffwater
California
$453K -$1.31M -11,399 -74%
NNP
969
Nachman Norwood & Parrott
South Carolina
$453K -$2.06K -18 -0.5%
MCG
970
McCollum Christoferson Group
New York
$452K -$6.87K -60 -1%
OAM
971
Occidental Asset Management
California
$451K – – –
FG
972
Fiduciary Group
Georgia
$451K – – –
NWM
973
Northwest Wealth Management
Iowa
$451K +$451K +3,942 New
GKWIM
974
Gerber Kawasaki Wealth & Investment Management
California
$449K -$326K -2,857 -42%
PL
975
Plancorp LLC
Missouri
$449K -$101K -879 -18%
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