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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 %
SCM
976
Southport Capital Management
Tennessee
$449K +$84.8K +741 +23%
AWA
977
Arete Wealth Advisors
Illinois
$448K -$38.9K -340 -8%
DSN
978
D. Scott Neal
Kentucky
$446K -$6.67M -58,197 -94%
IP
979
Intellectus Partners
California
$443K -$132K -1,150 -23%
BFA
980
Bragg Financial Advisors
North Carolina
$443K -$41.7K -365 -9%
CHA
981
Cooper/Haims Advisors
New York
$443K – – –
PMG
982
Private Management Group
California
$443K +$26.6K +232 +6%
WFA
983
Wade Financial Advisory
California
$442K – – –
VWA
984
V Wealth Advisors
Kansas
$440K +$16.7K +146 +4%
FPGK
985
Financial Partners Group (Kansas)
Kansas
$439K +$153K +1,434 +54%
MAM
986
Meeder Asset Management
Ohio
$439K +$220K +1,920 +100%
LA
987
Legacy Advisors
Pennsylvania
$437K -$444K -3,883 -50%
BA
988
Ballew Advisors
Mississippi
$436K -$6.88K -60 -2%
CCM
989
Crossvault Capital Management
Texas
$433K -$5.72K -50 -1%
SWM
990
Sugarloaf Wealth Management
Georgia
$433K +$344 +3 +0.1%
LFA
991
Landmark Financial Advisors
Kentucky
$432K -$1.97K -16 -0.5%
Fisher Asset Management
992
Fisher Asset Management
Washington
$429K -$218K -1,903 -34%
WAG
993
Winthrop Advisory Group
Massachusetts
$425K -$290K -2,533 -41%
NPT
994
Nixon Peabody Trust
Massachusetts
$425K +$229 +2 +0.1%
9WM
995
9258 Wealth Management
Ohio
$423K +$251K +1,973 +146%
MMHP
996
Murphy Middleton Hinkle & Parker
Georgia
$422K +$20.8K +182 +5%
PWPS
997
Pinnacle Wealth Planning Services
Ohio
$421K -$65K -569 -13%
AWS
998
AJ Wealth Strategies
New York
$421K +$165K +1,440 +64%
SFG
999
Summit Financial Group
West Virginia
$420K – – –
NIM
1000
Nicollet Investment Management
Minnesota
$418K – – –
38 39
40
41 42