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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
TSS
101
Two Sigma Securities
New York
$38.3M +$34.2M +223,713 +758%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$37.4M -$160K -1,045 -0.4%
MGIA
103
Moneta Group Investment Advisors
Missouri
$37.2M +$812K +5,319 +2%
AF
104
Alerus Financial
North Dakota
$36.2M +$20.9K +137 +0.1%
Public Sector Pension Investment Board (PSP Investments)
105
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$36.1M +$36.4M +238,586 New
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$35.6M +$2.96M +19,400 +9%
AG
107
Advisor Group
Arizona
$35M -$1.11M -7,267 -3%
SP
108
Stairway Partners
Illinois
$34.6M +$215K +1,410 +0.6%
JG
109
Jefferies Group
New York
$34.3M -$40.8M -267,206 -54%
WAM
110
Wolverine Asset Management
Illinois
$34.3M +$34.6M +226,639 New
BTS
111
BB&T Securities
Virginia
$33.9M -$3.13M -20,492 -8%
FFBTD
112
First Financial Bank - Trust Division
Ohio
$33.8M +$495K +3,241 +1%
Comerica Bank
113
Comerica Bank
Texas
$33.4M -$917K -6,007 -3%
AF
114
Advisornet Financial
Minnesota
$32.8M +$5.81M +38,031 +21%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$32.7M -$171M -1,121,182 -84%
GCM
116
Gladius Capital Management
Illinois
$32.6M -$5.84M -38,214 -15%
ACB
117
Aristotle Capital Boston
Massachusetts
$31.9M +$996K +6,523 +3%
GLI
118
Guardian Life Insurance
New York
$31.9M – – –
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$31.9M +$1.74M +11,393 +6%
FCM
120
Flinton Capital Management
Pennsylvania
$31.7M +$32M +209,440 New
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$31.6M -$52.4K -343 -0.2%
MSA
122
Mason Street Advisors
Wisconsin
$31.3M +$13.2M +86,500 +72%
JFGIW
123
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.1M -$639K -4,185 -2%
PPA
124
Parametric Portfolio Associates
Washington
$31M -$439K -2,878 -1%
EW
125
Emerson Wealth
Michigan
$30.4M +$1.18M +7,696 +4%
3 4
5
6 7

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.