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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 %
SCA
1176
STALEY CAPITAL ADVISERS
Pennsylvania
$259K -$60.6K -400 -19%
Luther King Capital Management (LKCM)
1177
Luther King Capital Management (LKCM)
Texas
$258K – – –
CBN
1178
Cadence Bank NA
Texas
$256K -$84.6K -560 -25%
SBIA
1179
Sheaff Brock Investment Advisors
Indiana
$256K -$41.4K -273 -14%
Marshall Wace
1180
Marshall Wace
United Kingdom
$256K +$256K +1,691 New
MC
1181
Moors & Cabot
Massachusetts
$254K -$22.3K -146 -8%
SFG
1182
SevenBridge Financial Group
Pennsylvania
$253K – – –
PCTC
1183
Perkins Coie Trust Company
Washington
$253K – – –
PK
1184
Pflug Koory
Nebraska
$252K – – –
Federated Hermes
1185
Federated Hermes
Pennsylvania
$252K +$252K +1,662 New
GCA
1186
Gradient Capital Advisors
California
$251K – – –
TI
1187
Truepoint Inc
Ohio
$250K -$11.8K -78 -5%
CS
1188
Cannell & Spears
New York
$249K -$28K -185 -10%
WWM
1189
Windsor Wealth Management
Indiana
$248K -$2.25M -15,310 -90%
PFA
1190
Pure Financial Advisors
California
$248K – – –
OFG
1191
Omega Financial Group
California
$247K +$247K +1,634 New
MSR
1192
Main Street Research
Connecticut
$247K +$247K +1,635 New
MCM
1193
Maple Capital Management
Vermont
$244K +$3.79K +25 +2%
CFA
1194
Capstone Financial Advisors
Illinois
$242K -$6.8K -45 -3%
CAN
1195
Claraphi Advisory Network
United States
$240K -$41.9K -277 -15%
BA
1196
Baugh & Associates
Georgia
$239K – – –
NFP
1197
Narus Financial Partners
Utah
$239K – – –
CF
1198
Corrigan Financial
Rhode Island
$237K -$9.23K -61 -4%
FIM
1199
Freedom Investment Management
Connecticut
$237K +$237K +1,565 New
CLOS
1200
Compagnie Lombard Odier SCmA
Switzerland
$236K – – –
46 47
48
49 50