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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 %
FAM
1051
Formidable Asset Management
Ohio
$415K – – –
BHB
1052
Bank Hapoalim BM
Israel
$414K -$17.7K -117 -4%
WIP
1053
Wellesley Investment Partners
Massachusetts
$414K +$18K +119 +5%
KL
1054
KWMG LLC
Kansas
$413K -$50.8K -336 -11%
CCMG
1055
Clark Capital Management Group
Pennsylvania
$413K +$11.1K +73 +3%
SWA
1056
Stratos Wealth Advisors
Ohio
$411K +$183K +1,206 +80%
FPGK
1057
Financial Partners Group (Kansas)
Kansas
$410K +$410K +2,710 New
NFG
1058
NewFocus Financial Group
Washington
$408K +$106K +700 +35%
MPM
1059
Meritage Portfolio Management
Kansas
$407K -$2.12K -14 -0.5%
BW
1060
Bison Wealth
Georgia
$406K -$454 -3 -0.1%
AWM
1061
Aries Wealth Management
Maine
$406K – – –
WKWM
1062
Walter & Keenan Wealth Management
Indiana
$405K – – –
F
1063
Filament
Washington
$404K – – –
AW
1064
ACG Wealth
Georgia
$404K +$32.4K +214 +9%
SWRP
1065
Summit Wealth & Retirement Planning
California
$402K +$11.5K +76 +3%
PCIA
1066
Prime Capital Investment Advisors
Kansas
$400K -$10.2M -67,663 -96%
LA
1067
LexAurum Advisors
Kansas
$400K -$13K -86 -3%
HIIFS
1068
Harel Insurance Investments & Financial Services
Israel
$399K – – –
IFA
1069
Interactive Financial Advisors
Illinois
$398K – – –
HFA
1070
Huber Financial Advisors
Illinois
$398K +$15K +99 +4%
ACA
1071
Anchor Capital Advisors
Massachusetts
$397K -$6.05K -40 -2%
AFP
1072
Ausdal Financial Partners
Iowa
$396K -$757 -5 -0.2%
BFO
1073
Biltmore Family Office
North Carolina
$395K – – –
CBT
1074
Capital Bank & Trust
California
$393K -$100K -662 -20%
Fisher Asset Management
1075
Fisher Asset Management
Washington
$391K -$129K -855 -25%
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