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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 %
WPA
1151
West Paces Advisors
Georgia
$293K – – –
CTA
1152
Chesley Taft & Associates
Illinois
$291K – – –
UWPG
1153
Ullmann Wealth Partners Group
Florida
$290K – – –
FCA
1154
FLC Capital Advisors
California
$287K – – –
CIA
1155
Capital Investment Advisors
Georgia
$286K -$22.4K -148 -7%
MG
1156
McCutchen Group
Washington
$285K – – –
TA
1157
TFG Advisers
Michigan
$284K +$6.21K +41 +2%
ZCA
1158
Zeke Capital Advisors
Pennsylvania
$284K +$9.24K +61 +3%
WP
1159
WMS Partners
Maryland
$283K -$53.2K -351 -16%
KF
1160
Krilogy Financial
Missouri
$283K -$1.82K -12 -0.6%
BS
1161
Boenning & Scattergood
Pennsylvania
$282K -$216K -1,430 -43%
BWA
1162
BlueSky Wealth Advisors
North Carolina
$282K -$88.1K -599 -24%
HCM
1163
HMS Capital Management
Tennessee
$280K -$19.7K -130 -7%
CFA
1164
Cahill Financial Advisors
Minnesota
$277K +$911 +6 +0.3%
NIA
1165
Northstar Investment Advisors
Colorado
$276K – – –
MCP
1166
Mirador Capital Partners
California
$275K +$24.1K +159 +10%
NIM
1167
Northeast Investment Management
Massachusetts
$271K -$12.9K -85 -5%
HS
1168
Horan Securities
United States
$270K -$4.38K -29 -2%
AB
1169
Atlas Brown
Kentucky
$269K +$151 +1 +0.1%
TRCT
1170
Tower Research Capital (TRC)
New York
$268K +$189K +1,250 +240%
B
1171
Brightworth
Georgia
$266K -$40K -264 -13%
PAS
1172
Professional Advisory Services
Florida
$263K – – –
EI
1173
Ellevest Inc
New York
$262K – – –
CWM
1174
Cabot Wealth Management
Massachusetts
$260K – – –
EWA
1175
Evolution Wealth Advisors
Florida
$260K +$260K +1,715 New
45 46
47
48 49