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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 %
ADL
1251
Asset Dedication LLC
California
$173K +$173K +1,143 New
JFA
1252
JNBA Financial Advisors
Minnesota
$167K +$7.1K +47 +4%
FWC
1253
First Washington Corp
Washington
$165K – – –
GAM
1254
Gemmer Asset Management
California
$161K – – –
BAM
1255
Barrett Asset Management
New York
$160K -$7.58K -50 -5%
WPW
1256
Winthrop Partners - WNY
New York
$151K – – –
BC
1257
Barnett & Company
Tennessee
$148K – – –
ED
1258
Exane Derivatives
France
$148K -$120K -790 -45%
GWAG
1259
Garrett Wealth Advisory Group
Texas
$147K +$147K +973 New
KBFS
1260
Kohmann Bosshard Financial Services
Ohio
$144K +$35.1K +232 +32%
Macquarie Group
1261
Macquarie Group
Australia
$142K -$1.45M -24,870 -91%
RMC
1262
Resources Management Corp
Connecticut
$141K +$141K +930 New
AIA
1263
Armor Investment Advisors
North Carolina
$137K – – –
SWA
1264
Sutton Wealth Advisors
Florida
$136K – – –
PMAM
1265
Picton Mahoney Asset Management
Ontario, Canada
$133K -$7.26K -48 -5%
CIM
1266
Contravisory Investment Management
Massachusetts
$131K +$5.14K +34 +4%
AssetMark Inc
1267
AssetMark Inc
California
$130K +$15.3K +101 +13%
FA
1268
Fortis Advisors
Pennsylvania
$128K – – –
RBC
1269
Roble Belko & Company
Pennsylvania
$126K – – –
BEAM
1270
Baker Ellis Asset Management
Washington
$122K – – –
ATC
1271
Adirondack Trust Company
New York
$122K – – –
GI
1272
Gradient Investments
Minnesota
$120K +$7.28K +48 +6%
WAS
1273
Winch Advisory Services
Wisconsin
$115K -$6.36K -42 -5%
DAM
1274
Delta Asset Management
Tennessee
$110K – – –
MIM
1275
Macroview Investment Management
Maryland
$110K – – –
49 50
51
52 53