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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
AAP
1251
Arax Advisory Partners
Colorado
$176K -$4.58K -30 -3%
KTC
1252
Kistler-Tiffany Companies
Pennsylvania
$174K +$29K +190 +20%
ADL
1253
Asset Dedication LLC
California
$173K +$175K +1,143 New
JFA
1254
JNBA Financial Advisors
Minnesota
$167K +$7.18K +47 +4%
FWC
1255
First Washington Corp
Washington
$165K – – –
GAM
1256
Gemmer Asset Management
California
$161K – – –
BAM
1257
Barrett Asset Management
New York
$160K -$7.63K -50 -5%
WPW
1258
Winthrop Partners - WNY
New York
$151K – – –
BC
1259
Barnett & Company
Tennessee
$148K – – –
ED
1260
Exane Derivatives
France
$148K -$121K -790 -45%
GWAG
1261
Garrett Wealth Advisory Group
Texas
$147K +$149K +973 New
KBFS
1262
Kohmann Bosshard Financial Services
Ohio
$144K +$35.4K +232 +32%
Macquarie Group
1263
Macquarie Group
Australia
$142K -$3.8M -24,870 -91%
RMC
1264
Resources Management Corp
Connecticut
$141K +$142K +930 New
AIA
1265
Armor Investment Advisors
North Carolina
$137K – – –
SWA
1266
Sutton Wealth Advisors
Florida
$136K – – –
PMAM
1267
Picton Mahoney Asset Management
Ontario, Canada
$133K -$7.33K -48 -5%
CIM
1268
Contravisory Investment Management
Massachusetts
$131K +$5.19K +34 +4%
AssetMark Inc
1269
AssetMark Inc
California
$130K +$15.4K +101 +13%
FA
1270
Fortis Advisors
Pennsylvania
$128K – – –
RBC
1271
Roble Belko & Company
Pennsylvania
$126K – – –
ATC
1272
Adirondack Trust Company
New York
$122K – – –
BEAM
1273
Baker Ellis Asset Management
Washington
$122K – – –
GI
1274
Gradient Investments
Minnesota
$120K +$7.33K +48 +6%
WAS
1275
Winch Advisory Services
Wisconsin
$115K -$6.41K -42 -5%
49 50
51
52 53

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.