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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 %
CFA
1026
Carroll Financial Associates
North Carolina
$452K -$42K -278 -9%
IFWM
1027
Institute for Wealth Management
Colorado
$452K +$146K +963 +48%
TWA
1028
TCI Wealth Advisors
Arizona
$451K -$13.5K -89 -3%
BA
1029
Bristlecone Advisors
Washington
$446K -$6.8K -45 -2%
ZB
1030
Zions Bancorporation
Utah
$445K -$191K -1,263 -30%
DCM
1031
Donaldson Capital Management
Indiana
$445K +$29.5K +195 +7%
CF
1032
Centaurus Financial
California
$443K +$45.6K +301 +11%
MWM
1033
Meridian Wealth Management
Kentucky
$440K -$84.4K -558 -16%
SFSIG
1034
San Francisco Sentry Investment Group
California
$440K -$2.88K -19 -0.6%
SAM
1035
Seelaus Asset Management
New Jersey
$440K +$18.8K +124 +4%
HR
1036
Hayden Royal
North Carolina
$439K -$188K -1,242 -30%
WBC
1037
West Branch Capital
Massachusetts
$435K -$79.6K -526 -15%
BWP
1038
Bernardo Wealth Planning
Pennsylvania
$432K -$3.02K -20 -0.7%
WI
1039
Wedgewood Investors
Pennsylvania
$432K – – –
PTC
1040
Philadelphia Trust Company
Pennsylvania
$430K -$51.7K -342 -11%
OCM
1041
One Capital Management
California
$430K – – –
GM
1042
GeoWealth Management
Illinois
$423K +$423K +2,792 New
WCM
1043
Wunderlich Capital Managemnt
Tennessee
$420K -$7.42K -49 -2%
EGA
1044
Eagle Global Advisors
Texas
$420K +$303 +2 +0.1%
RFA
1045
Reilly Financial Advisors
California
$420K +$9.09K +60 +2%
CCM
1046
Carlson Capital Management
Minnesota
$420K +$10.4K +69 +3%
CCM
1047
Chilton Capital Management
Texas
$419K – – –
RW
1048
REDW Wealth
New Mexico
$417K -$79.6K -526 -16%
TNB
1049
Thomasville National Bank
Georgia
$417K – – –
CCM
1050
Canal Capital Management
Virginia
$415K -$8.48K -56 -2%
40 41
42
43 44