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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 %
TIA
1051
Tiemann Investment Advisors
California
$374K – – –
CCM
1052
Coe Capital Management
Illinois
$373K -$20K -175 -5%
CB
1053
Community Bank
New York
$372K -$5.71K -50 -2%
UBV
1054
United Bank (Virginia)
Virginia
$371K – – –
EGA
1055
Eagle Global Advisors
Texas
$370K +$51.8K +452 +16%
APSP
1056
Asset Planning Services (Pennsylvania)
Pennsylvania
$369K -$10.5K -92 -3%
CWM
1057
Concentric Wealth Management
California
$369K +$343 +3 +0.1%
PMAM
1058
Picton Mahoney Asset Management
Ontario, Canada
$368K +$55K +480 +18%
KIA
1059
KCM Investment Advisors
California
$364K -$30.1K -263 -8%
CCM
1060
Check Capital Management
California
$364K +$364K +3,180 New
WIC
1061
Woodmont Investment Counsel
Tennessee
$362K +$33.2K +290 +10%
BWA
1062
BDO Wealth Advisors
Florida
$358K -$87K -760 -20%
PTB
1063
Pioneer Trust Bank
Oregon
$356K +$3.32K +29 +0.9%
SFM
1064
Signet Financial Management
New Jersey
$354K -$130K -1,028 -27%
FIM
1065
Frontier Investment Management
Texas
$354K -$22.2K -194 -6%
HI
1066
Harrington Investments
California
$354K – – –
AFC
1067
AFT Forsyth & Company
Florida
$353K -$24.6K -215 -7%
CSWG
1068
Cardinal Strategic Wealth Guidance
Kentucky
$352K -$395K -3,438 -53%
WPW
1069
Waldron Private Wealth
Pennsylvania
$352K -$281K -2,461 -44%
SCM
1070
Schnieders Capital Management
California
$352K -$12.8K -112 -4%
NCM
1071
Next Capital Management
New York
$351K +$351K +3,064 New
GL
1072
Graypoint LLC
New York
$351K +$351K +3,074 New
GLLW
1073
Graves Light Lenhart Wealth
Virginia
$350K – – –
CL
1074
CIM LLC
New York
$345K +$1.83K +16 +0.5%
LP
1075
LGL Partners
Pennsylvania
$344K +$2.18K +19 +0.6%
41 42
43
44 45