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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 %
ECG
1176
EPIQ Capital Group
California
$252K +$916 +8 +0.4%
SP
1177
Successful Portfolios
Florida
$251K +$2.97K +26 +1%
IWP
1178
Icon Wealth Partners
Texas
$251K +$251K +2,191 New
NFG
1179
Nations Financial Group
Iowa
$250K -$9.27K -81 -4%
GIA
1180
GHP Investment Advisors
Colorado
$250K -$1.26K -11 -0.5%
Renaissance Technologies
1181
Renaissance Technologies
New York
$249K +$249K +2,174 New
SBL
1182
Sargent Bickham Lagudis
Colorado
$248K -$324K -2,827 -57%
Luther King Capital Management (LKCM)
1183
Luther King Capital Management (LKCM)
Texas
$248K -$310K – –
Koshinski Asset Management
1184
Koshinski Asset Management
Illinois
$248K +$68.6K +598 +38%
AF
1185
Arrow Financial
New York
$246K +$19.1K +167 +8%
PNAA
1186
Pictet North America Advisors
Switzerland
$245K -$28.6K -250 -10%
DWM
1187
Darwin Wealth Management
Florida
$245K – – –
MFW
1188
Mosaic Family Wealth
Missouri
$244K -$3.56K -31 -1%
HA
1189
Harborview Advisors
Maine
$244K – – –
TA
1190
TFG Advisers
Michigan
$243K +$9.48K +83 +4%
CGL
1191
Clarius Group LLC
Washington
$240K +$4.69K +41 +2%
RP
1192
Rice Partnership
Hawaii
$239K -$5.56M -48,657 -96%
EW
1193
Evoke Wealth
California
$238K +$238K +2,083 New
PAM
1194
PVG Asset Management
Colorado
$238K -$590K -5,159 -71%
AW
1195
ACG Wealth
Georgia
$237K -$1.38K -12 -0.6%
NIA
1196
Northstar Investment Advisors
Colorado
$237K +$24.6K +215 +12%
WFA
1197
Wellspring Financial Advisors
Ohio
$237K +$237K +2,070 New
WA
1198
Winfield Associates
Ohio
$236K – – –
Millennium Management
1199
Millennium Management
New York
$235K -$80.5M -704,553 -100%
CI
1200
CX Institutional
Indiana
$232K -$4.01M -34,995 -95%
46 47
48
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