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iShares Russell 2000 ETF
IWM

1,382 hedge funds and large institutions have $40B invested in iShares Russell 2000 ETF in 2019 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 495 increasing their positions, 541 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 76

2% more capital invested

Capital invested by funds: $39.1B → $40B (+$937M)

1% more funds holding

Funds holding: 1,370 → 1,382 (+12)

9% less repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 541

3.38% less ownership

Funds ownership: 93.06% → 89.68% (-3.4%)

5% less funds holding in top 10

Funds holding in top 10: 172 → 164 (-8)

58% less call options, than puts

Call options by funds: $11.4B | Put options by funds: $27.2B

Holders
1,382
Holders Change
+12
Holders Change %
+0.88%
% of All Funds
30.31%
Holding in Top 10
164
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.65%
% of All Funds
3.6%
New
96
Increased
495
Reduced
541
Closed
76
Calls
$11.4B
Puts
$27.2B
Net Calls
-$15.9B
Net Calls Change
-$5.77B

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$920M
2
Morgan Stanley
Morgan Stanley
New York
+$834M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$222M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$202M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$135M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$271M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$235M
3
Citigroup
Citigroup
New York
-$226M
4
Barclays
Barclays
United Kingdom
-$203M
5
Bank of America
Bank of America
North Carolina
-$173M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1201
Freedom Investment Management
Connecticut
$237K +$239K +1,565 New
CLOS
1202
Compagnie Lombard Odier SCmA
Switzerland
$236K – – –
IF
1203
IRON Financial
Illinois
$236K +$611 +4 +0.3%
MCM
1204
MV Capital Management
Maryland
$233K – – –
NCM
1205
Narwhal Capital Management
Georgia
$233K – – –
CFD
1206
Creative Financial Designs
Indiana
$233K +$2.9K +19 +1%
CAL
1207
Capital Advisors Ltd
Ohio
$231K -$164K -1,075 -21%
CGL
1208
Clarius Group LLC
Washington
$230K – – –
RCA
1209
Rowland Carmichael Advisors
Arizona
$229K -$55.1K -361 -19%
CA
1210
Cortland Associates
Missouri
$229K -$11.9K -78 -5%
LWA
1211
Lenox Wealth Advisors
New York
$229K -$2.44K -16 -1%
IF
1212
Ironwood Financial
Arizona
$228K -$2.6K -17 -1%
FIB
1213
First Interstate Bank
Montana
$228K +$763 +5 +0.3%
SMFG
1214
Sumitomo Mitsui Financial Group
Japan
$227K -$101K -663 -31%
HWA
1215
HCR Wealth Advisors
California
$227K -$10.2K -67 -4%
BCWM
1216
Blue Chip Wealth Management
Florida
$227K – – –
BWP
1217
Baldwin Wealth Partners
Massachusetts
$226K -$3.82K -25 -2%
OWM
1218
Orgel Wealth Management
Wisconsin
$226K +$6.87K +45 +3%
GIP
1219
Granite Investment Partners
California
$225K -$155K -1,012 -41%
GPA
1220
Guidance Point Advisors
Massachusetts
$224K +$153 +1 +0.1%
BG
1221
Bollard Group
Massachusetts
$224K +$763 +5 +0.3%
KCPG
1222
Kavar Capital Partners Group
Kansas
$222K – – –
FFG
1223
Frisch Financial Group
New York
$221K +$14.8K +97 +7%
LFA
1224
Legacy Financial Advisors
Kentucky
$220K +$2.44K +16 +1%
HCM
1225
Hilton Capital Management
New York
$219K -$208K -1,365 -49%
47 48
49
50 51

IWM Hedge Fund Activity: Q3 2019 in Review

1,382 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2019, worth a combined $40B — up 2.4% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new IWM positions and 76 closed out — a net gain of 20 holders — while 495 added to existing stakes and 541 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $920M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, exiting entirely with an estimated $271M sold.

  • 1,382 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2019, up from 1,370 in Q2 2019.
  • Funds reported $40B of iShares Russell 2000 ETF stock for Q3 2019, up 2.4% quarter-over-quarter.
  • 96 funds opened new iShares Russell 2000 ETF positions in Q3 2019 and 76 closed out, a net change of +20 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $920M added.
  • The largest iShares Russell 2000 ETF seller in Q3 2019 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $271M sold.

Based on aggregated 13F filings for Q3 2019.