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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
1
Morgan Stanley
New York
$2.04B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$930M
3
Barclays
3
Barclays
United Kingdom
$1.12B
4
Bank of America
4
Bank of America
North Carolina
$3.86B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$559M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.5M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M
3
DFO
3
Duquesne Family Office
New York
$0
4
Rafferty Asset Management
4
Rafferty Asset Management
New York
$55.3M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
101
Mason Street Advisors
Wisconsin
$32.4M +$10M +87,750 +45%
HWA
102
Heritage Wealth Advisors
Virginia
$32.2M -$4.52M -39,518 -12%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$31.8M -$1.75M -15,251 -5%
MCM
104
MAI Capital Management
Ohio
$31.4M -$1.02M -8,918 -3%
PPA
105
Parametric Portfolio Associates
Washington
$31.3M -$915K -7,997 -3%
ACB
106
Aristotle Capital Boston
Massachusetts
$31M +$2.42M +21,184 +8%
FNBT
107
FineMark National Bank & Trust
Florida
$30.7M -$3.05M -26,687 -9%
TSS
108
Two Sigma Securities
New York
$30.3M -$2.96M -25,880 -9%
GKIM
109
GW&K Investment Management
Massachusetts
$29.7M +$19.2M +167,413 +182%
AF
110
Advisornet Financial
Minnesota
$29.2M +$1.3M +11,373 +5%
MML Investors Services
111
MML Investors Services
Massachusetts
$29.1M +$7.33M +64,004 +34%
FFBTD
112
First Financial Bank - Trust Division
Ohio
$28.2M +$2.59M +22,610 +10%
SP
113
Stairway Partners
Illinois
$27.4M -$24K -210 -0.1%
GH
114
Grosvenor Holdings
Illinois
$26.9M +$26.9M +235,000 New
BIAS
115
Beacon Investment Advisory Services
New Jersey
$26.4M +$9.68M +84,582 +58%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$25.9M -$4.6M -40,167 -15%
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$25.6M -$678K -5,900 -3%
Comerica Bank
118
Comerica Bank
Texas
$24.4M -$554K -4,523 -2%
PAG
119
Private Advisor Group
New Jersey
$24.2M -$5.89M -51,440 -20%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$23.4M -$87.8M -766,735 -79%
WA
121
WestEnd Advisors
North Carolina
$23.4M +$23.4M +204,147 New
BUB
122
BBVA USA Bancshares
Texas
$22.9M +$149K +1,298 +0.7%
Canada Pension Plan Investment Board
123
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M -$263M -2,300,000 -92%
ECA
124
Encompass Capital Advisors
New York
$22.9M +$22.9M +200,000 New
MIM
125
MetLife Investment Management
New Jersey
$22.9M +$10.6M +92,400 +86%
3 4
5
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