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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 %
CWM
1001
Concentric Wealth Management
California
$487K +$756 +5 +0.2%
Schroder Investment Management Group
1002
Schroder Investment Management Group
United Kingdom
$486K +$15.1K +100 +3%
CW
1003
CreativeOne Wealth
Kansas
$483K +$70.2K +464 +17%
BWM
1004
BigSur Wealth Management
Florida
$481K – – –
KPCM
1005
Kings Point Capital Management
New York
$481K +$96.3K +637 +25%
CCG
1006
Cypress Capital Group
Florida
$477K – – –
EIP
1007
Ellis Investment Partners
Pennsylvania
$469K +$1.19K +8 +0.3%
CAAS
1008
Capital Asset Advisory Services
Michigan
$468K -$40.1K -265 -8%
HI
1009
Harrington Investments
California
$468K – – –
SCM
1010
Schnieders Capital Management
California
$467K -$9.98K -66 -2%
PTB
1011
Pioneer Trust Bank
Oregon
$467K – – –
PCS
1012
Personal CFO Solutions
New Jersey
$467K +$467K +3,083 New
EDRH
1013
Edmond de Rothschild Holding
Switzerland
$465K -$82.9K -550 -15%
CG
1014
Cynosure Group
Utah
$463K – – –
AIC
1015
Ayalon Insurance Company
Israel
$461K – – –
PFGIA
1016
Patriot Financial Group Insurance Agency
Massachusetts
$458K -$11.5K -76 -2%
FLA
1017
Financial Life Advisors
Texas
$458K -$9.08K -60 -2%
LWCFA
1018
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$458K +$9.38K +62 +2%
RWA
1019
Redhawk Wealth Advisors
Minnesota
$457K -$2.12K -14 -0.5%
SBL
1020
Sargent Bickham Lagudis
Colorado
$456K +$46.8K +309 +11%
EWA
1021
Exencial Wealth Advisors
Oklahoma
$456K +$456K +3,015 New
WIA
1022
Wealthstreet Investment Advisors
Texas
$455K -$47.1K -300 -9%
GI
1023
GAMCO Investors
Connecticut
$454K – – –
SDWIA
1024
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$454K – – –
CL
1025
CIM LLC
New York
$454K +$4.99K +33 +1%
39 40
41
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