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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 %
HA
1126
Harborview Advisors
Maine
$325K -$454 -3 -0.1%
PFA
1127
Pettinga Financial Advisors
Indiana
$325K – – –
F
1128
F3Logic
Minnesota
$324K -$486K -3,208 -60%
IIC
1129
Ironwood Investment Counsel
Arizona
$324K -$303 -2 -0.1%
BWM
1130
BerganKDV Wealth Management
Minnesota
$323K -$7.42K -49 -2%
PBO
1131
Peoples Bank (Ohio)
Ohio
$319K -$4.08K -27 -1%
BFC
1132
Bedel Financial Consulting
Indiana
$317K – – –
PIM
1133
Penobscot Investment Management
Massachusetts
$314K – – –
OWP
1134
Obermeyer Wealth Partners
Colorado
$313K -$180K -1,191 -37%
GIA
1135
GHP Investment Advisors
Colorado
$313K -$20.9K -138 -6%
WA
1136
Winfield Associates
Ohio
$312K – – –
FFN
1137
Focus Financial Network
Minnesota
$309K +$4.39K +29 +1%
Kovitz Investment Group Partners
1138
Kovitz Investment Group Partners
Illinois
$309K -$35.5K -235 -10%
ISB
1139
Iowa State Bank
Iowa
$307K – – –
TCM
1140
Tuttle Capital Management
Connecticut
$307K +$307K +2,062 New
TA
1141
Trellis Advisors
Washington
$306K – – –
PIA
1142
Piedmont Investment Advisors
North Carolina
$306K +$306K +2,022 New
BWM
1143
Brickley Wealth Management
California
$303K – – –
ACA
1144
Ackerman Capital Advisors
Texas
$303K – – –
BCM
1145
Bienville Capital Management
New York
$303K +$303K +2,000 New
MWM
1146
Modera Wealth Management
New Jersey
$301K -$27.2K -180 -8%
AF
1147
Arrow Financial
New York
$301K – – –
GCM
1148
Gables Capital Management
Florida
$297K – – –
MM
1149
Meridian Management
Arkansas
$296K – – –
RFN
1150
RDA Financial Network
Iowa
$296K +$86.8K +545 +42%
44 45
46
47 48