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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 %
SWM
1226
SVA Wealth Management
Wisconsin
$216K – – –
MOS
1227
MGO One Seven
Ohio
$216K +$216K +1,428 New
PWP
1228
Private Wealth Partners
California
$214K – – –
CBOR
1229
Community Bank of Raymore
Missouri
$213K – – –
OPCM
1230
Osborne Partners Capital Management
California
$212K +$212K +1,400 New
MAU
1231
MRA Associates USA
Arizona
$212K – – –
WCM
1232
Whitener Capital Management
North Carolina
$210K -$44.4K -294 -17%
UCMOK
1233
United Capital Management of KS
Kansas
$209K +$38.9K +261 +23%
P
1234
&Partners
Tennessee
$208K -$75.7K -500 -27%
FA
1235
FC Advisory
Pennsylvania
$208K -$4.29K -28 -2%
WANY
1236
Wealthspire Advisors (New York)
New York
$208K – – –
BL
1237
BFSG LLC
California
$208K – – –
BHTS
1238
Bar Harbor Trust Services
Maine
$206K – – –
HR
1239
Howe & Rusling
New York
$204K – – –
ANBT
1240
American National Bank & Trust
Texas
$202K – – –
AIC
1241
Archer Investment Corporation
Indiana
$202K +$7.55K +50 +4%
TCOV
1242
Trust Company of Vermont
Vermont
$195K -$22.7K -150 -10%
HCA
1243
Horan Capital Advisors
Ohio
$190K – – –
GWMIA
1244
Global Wealth Management Investment Advisory
Florida
$189K -$23.4K -155 -11%
VCM
1245
Versant Capital Management
Arizona
$187K -$454 -3 -0.2%
RTC
1246
Riverview Trust Company
Washington
$181K – – –
SNT
1247
Security National Trust
West Virginia
$181K – – –
WP
1248
WealthShield Partners
North Carolina
$180K -$17K -112 -9%
AAP
1249
Arax Advisory Partners
Colorado
$176K -$4.55K -30 -3%
KTC
1250
Kistler-Tiffany Companies
Pennsylvania
$174K +$28.8K +190 +20%
48 49
50
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