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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 %
BA
1101
Ballast Advisors
Minnesota
$326K +$8.46K +74 +3%
BA
1102
Bristlecone Advisors
Washington
$325K -$37.1K -324 -10%
GVAG
1103
Great Valley Advisor Group
Delaware
$323K -$113K -982 -26%
LW
1104
Linscomb Wealth
Texas
$323K -$93.5K -817 -22%
KL
1105
KWMG LLC
Kansas
$323K -$48K -419 -13%
EDRH
1106
Edmond de Rothschild Holding
Switzerland
$323K -$30.4K -265 -9%
RFA
1107
Reilly Financial Advisors
California
$321K -$6.29K -55 -2%
CCM
1108
Chilton Capital Management
Texas
$321K +$20K +175 +7%
ZCA
1109
Zeke Capital Advisors
Pennsylvania
$321K +$94.9K +829 +42%
CA
1110
Cornerstone Advisory
Maryland
$320K +$61K +533 +24%
LI
1111
LVZ Inc
Michigan
$320K +$320K +2,794 New
CIAS
1112
Capital Investment Advisory Services
North Carolina
$319K +$162K +1,411 +103%
CTA
1113
Colonial Trust Advisors
South Carolina
$318K -$829K -7,239 -72%
BIM
1114
Bridges Investment Management
Nebraska
$317K – – –
LPT
1115
Legacy Private Trust
Wisconsin
$316K -$237K -2,075 -43%
KPCM
1116
Kings Point Capital Management
New York
$315K -$55.9K -489 -15%
CCM
1117
Canal Capital Management
Virginia
$315K +$687 +6 +0.2%
ECAM
1118
East Coast Asset Management
Massachusetts
$314K -$126K -1,102 -29%
SG
1119
StoneX Group
New York
$313K -$567K -4,957 -64%
BCA
1120
Bay Colony Advisors
Massachusetts
$313K -$80.2K -700 -20%
CFG
1121
Cooper Financial Group
California
$311K -$257K -2,247 -45%
SC
1122
Skylands Capital
Wisconsin
$309K +$229K +2,000 +286%
PP
1123
Peconic Partners
New York
$309K +$309K +2,700 New
DCM
1124
Donaldson Capital Management
Indiana
$307K -$29.8K -260 -9%
EIP
1125
Ellis Investment Partners
Pennsylvania
$305K -$39.7K -373 -12%
43 44
45
46 47