IWM icon

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 %
ACM
1026
Ategra Capital Management
Virginia
$394K +$44K +384 +13%
RMAM
1027
Raab & Moskowitz Asset Management
New Jersey
$394K – – –
WA
1028
Wealth Architects
California
$393K +$132K +1,151 +51%
WAAG
1029
Wealth Alliance Advisory Group
Kansas
$390K – – –
DP
1030
Denver PWM
Colorado
$390K +$2.14K +20 +0.6%
SFG
1031
StrategIQ Financial Group
Indiana
$389K -$5.5K -48 -1%
CCA
1032
Conservest Capital Advisors
Pennsylvania
$389K +$229 +2 +0.1%
NSIM
1033
North Star Investment Management
Illinois
$389K +$16.4K +143 +4%
EFS
1034
Essex Financial Services
Connecticut
$389K +$192K +1,679 +98%
CWM
1035
Cornerstone Wealth Management
Missouri
$387K -$50.3K -440 -12%
MCM
1036
Mengis Capital Management
Oregon
$387K +$14.3K +125 +4%
FANJ
1037
Financial Architects (New Jersey)
New Jersey
$385K +$6.64K +58 +2%
MPCG
1038
Matrix Private Capital Group
New York
$385K +$18.4K +161 +5%
PCM
1039
Pinz Capital Management
New York
$385K +$385K +3,360 New
Schroder Investment Management Group
1040
Schroder Investment Management Group
United Kingdom
$384K -$28.8M -256,154 -99%
MCM
1041
Mainstay Capital Management
Michigan
$384K -$52.6K -474 -12%
JWM
1042
Janiczek Wealth Management
Colorado
$380K -$4.45M -38,954 -92%
IRC
1043
Investors Research Corp
Georgia
$379K – – –
FFA
1044
First Foundation Advisors
California
$379K +$379K +3,310 New
LA
1045
LexAurum Advisors
Kansas
$378K -$72.5K -634 -16%
KAH
1046
Kathryn A. Hall
$378K – – –
BCM
1047
BTR Capital Management
California
$378K +$123K +1,070 +48%
OSNBOA
1048
Old Second National Bank of Aurora
Illinois
$377K -$28.6K -250 -7%
Capital Fund Management (CFM)
1049
Capital Fund Management (CFM)
France
$375K -$11.1M -96,833 -97%
OR
1050
Olympiad Research
Connecticut
$374K -$3.31M -28,872 -90%
40 41
42
43 44