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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 %
OWA
976
Outlook Wealth Advisors
Texas
$515K +$515K +3,401 New
SDAM
977
Shulman DeMeo Asset Management
New York
$514K – – –
WAAG
978
Wealth Alliance Advisory Group
Kansas
$512K -$60K -400 -10%
MSWMA
979
Market Street Wealth Management Advisors
Indiana
$512K -$37.2K -246 -7%
AT
980
Arden Trust
Delaware
$510K – – –
BCA
981
Bay Colony Advisors
Massachusetts
$507K -$31.3K -207 -6%
FANJ
982
Financial Architects (New Jersey)
New Jersey
$507K -$12.1K -80 -2%
FAM
983
Flaharty Asset Management
Florida
$507K +$3.18K +21 +0.6%
SG
984
StoneX Group
New York
$507K +$144K +953 +40%
EWM
985
Edge Wealth Management
New York
$505K -$1.47M -9,687 -74%
KIA
986
KCM Investment Advisors
California
$505K -$14.4K -95 -3%
VA
987
Valmark Advisers
Ohio
$502K +$66.8K +441 +15%
IRC
988
Investors Research Corp
Georgia
$501K +$501K +3,308 New
Chevy Chase Trust
989
Chevy Chase Trust
Maryland
$499K -$72.7K -480 -13%
KAH
990
Kathryn A. Hall
$499K -$22.5K -149 -4%
AFC
991
AFT Forsyth & Company
Florida
$499K – – –
VCP
992
Vista Capital Partners
Oregon
$498K +$60.9K +402 +14%
BIM
993
Bridges Investment Management
Nebraska
$494K – – –
CIAS
994
Capital Investment Advisory Services
North Carolina
$493K -$1.36K -9 -0.3%
UWM
995
USAdvisors Wealth Management
Minnesota
$492K -$1.97K -13 -0.4%
NSIM
996
North Star Investment Management
Illinois
$492K +$9.07K +60 +2%
Nomura Asset Management
997
Nomura Asset Management
Japan
$492K +$492K +3,250 New
MCM
998
Mengis Capital Management
Oregon
$491K +$74K +489 +18%
LCM
999
Logan Capital Management
Pennsylvania
$490K +$81.4K +538 +20%
PFC
1000
Poplar Forest Capital
California
$487K – – –
38 39
40
41 42