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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 %
CA
1101
Cornerstone Advisory
Maryland
$353K +$38.4K +254 +12%
ACI
1102
Alpha Cubed Investments
California
$352K -$4.99K -33 -1%
MCM
1103
Murphy Capital Management
New Jersey
$352K -$1.51K -10 -0.4%
CB
1104
CNB Bank
Pennsylvania
$351K -$417K -2,760 -54%
RMA
1105
Roffman Miller Associates
Pennsylvania
$350K -$167K -1,103 -32%
DLCIG
1106
D.L. Carlson Investment Group
New Hampshire
$347K -$7.27K -48 -2%
LNB
1107
Ledyard National Bank
$347K – – –
IC
1108
InterOcean Capital
Illinois
$347K +$9.98K +66 +3%
PPCM
1109
Pillar Pacific Capital Management
California
$347K +$14.4K +95 +4%
RWA
1110
RGT Wealth Advisors
Texas
$347K +$347K +2,294 New
SSW
1111
Smith Shellnut Wilson
Mississippi
$346K – – –
HHGA
1112
Halbert Hargrove Global Advisors
California
$345K +$345K +2,279 New
WA
1113
Wealth Architects
California
$344K – – –
MCA
1114
Mercer Capital Advisers
New Jersey
$343K – – –
BCM
1115
Birmingham Capital Management
Alabama
$342K -$10.9K -72 -3%
VIM
1116
Vista Investment Management
Pennsylvania
$342K – – –
SP
1117
Successful Portfolios
Florida
$341K -$14.8K -98 -4%
BCM
1118
BTR Capital Management
California
$341K – – –
NFG
1119
Nations Financial Group
Iowa
$340K +$21.2K +136 +7%
VCAM
1120
Van Cleef Asset Management
Ohio
$339K – – –
AWS
1121
AJ Wealth Strategies
New York
$338K – – –
DWM
1122
Darwin Wealth Management
Florida
$337K -$15.3K -101 -4%
CCM
1123
Crabel Capital Management
California
$333K -$2.42K -16 -0.7%
BMC
1124
Beaton Management Company
Massachusetts
$333K +$41.6K +275 +14%
MAS
1125
Madden Advisory Services
Florida
$332K -$30.2K -200 -8%
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