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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 %
IF
1201
IRON Financial
Illinois
$236K +$605 +4 +0.3%
NCM
1202
Narwhal Capital Management
Georgia
$233K – – –
MCM
1203
MV Capital Management
Maryland
$233K – – –
CFD
1204
Creative Financial Designs
Indiana
$233K +$2.8K +19 +1%
CAL
1205
Capital Advisors Ltd
Ohio
$231K -$61.5K -1,075 -21%
CGL
1206
Clarius Group LLC
Washington
$230K – – –
RCA
1207
Rowland Carmichael Advisors
Arizona
$229K -$54.6K -361 -19%
CA
1208
Cortland Associates
Missouri
$229K -$11.8K -78 -5%
LWA
1209
Lenox Wealth Advisors
New York
$229K -$2.42K -16 -1%
IF
1210
Ironwood Financial
Arizona
$228K -$2.58K -17 -1%
FIB
1211
First Interstate Bank
Montana
$228K +$756 +5 +0.3%
SMFG
1212
Sumitomo Mitsui Financial Group
Japan
$227K -$100K -663 -31%
HWA
1213
HCR Wealth Advisors
California
$227K -$10.2K -67 -4%
BCWM
1214
Blue Chip Wealth Management
Florida
$227K – – –
BWP
1215
Baldwin Wealth Partners
Massachusetts
$226K -$3.79K -25 -2%
OWM
1216
Orgel Wealth Management
Wisconsin
$226K +$6.8K +45 +3%
GIP
1217
Granite Investment Partners
California
$225K -$155K -1,012 -41%
GPA
1218
Guidance Point Advisors
Massachusetts
$224K +$151 +1 +0.1%
BG
1219
Bollard Group
Massachusetts
$224K +$756 +5 +0.3%
KCPG
1220
Kavar Capital Partners Group
Kansas
$222K – – –
FFG
1221
Frisch Financial Group
New York
$221K +$14.7K +97 +7%
LFA
1222
Legacy Financial Advisors
Kentucky
$220K +$2.42K +16 +1%
HCM
1223
Hilton Capital Management
New York
$219K -$207K -1,365 -49%
HCM
1224
Howland Capital Management
Massachusetts
$219K – – –
FAG
1225
Financial Advisory Group
Texas
$217K +$217K +1,432 New
47 48
49
50 51