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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
Morgan Stanley
New York
+$1.24B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$887M
3
Barclays
Barclays
United Kingdom
+$739M
4
Bank of America
Bank of America
North Carolina
+$720M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$434M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$705M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$263M
3
DFO
Duquesne Family Office
New York
-$257M
4
Rafferty Asset Management
Rafferty Asset Management
New York
-$236M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
1251
Kohmann Bosshard Financial Services
Ohio
$197K +$87.8K +765 +80%
IFA
1252
Interactive Financial Advisors
Illinois
$193K -$6.06K -53 -3%
BWM
1253
BerganKDV Wealth Management
Minnesota
$191K -$52.1K -456 -21%
PK
1254
Pflug Koory
Nebraska
$191K – – –
SAM
1255
S.A. Mason
Michigan
$191K +$11.4K +100 +6%
AP
1256
Arlington Partners
Alabama
$189K -$1.22M -10,672 -87%
HIIFS
1257
Harel Insurance Investments & Financial Services
Israel
$188K -$106K -935 -36%
CBT
1258
Capital Bank & Trust
California
$177K -$272K -2,372 -61%
MCM
1259
MV Capital Management
Maryland
$176K – – –
PCTC
1260
Perkins Coie Trust Company
Washington
$174K – – –
BWP
1261
Baldwin Wealth Partners
Massachusetts
$171K -$16.6K -145 -9%
BG
1262
Bollard Group
Massachusetts
$170K +$228 +2 +0.1%
MHR
1263
Matthew Hamilton Rosenberg
$167K +$167K +3,621 New
GAM
1264
Gemmer Asset Management
California
$166K +$44.2K +386 +36%
AIC
1265
Archer Investment Corporation
Indiana
$163K +$5.73K +50 +4%
WC
1266
Westwind Capital
New Mexico
$160K +$80.1K +702 +100%
CFO
1267
CVA Family Office
Colorado
$159K – – –
JSC
1268
Jackson Square Capital
California
$157K -$360K -3,143 -70%
IWP
1269
IAG Wealth Partners
Wisconsin
$157K +$59.5K +518 +61%
HR
1270
Howe & Rusling
New York
$155K -$416K -3,625 -73%
PIA
1271
Powell Investment Advisors
Florida
$154K -$18.6K -163 -11%
AC
1272
Asio Capital
Kentucky
$154K -$11.5K -100 -7%
ANBT
1273
American National Bank & Trust
Texas
$153K – – –
CWP
1274
CFM Wealth Partners
Texas
$151K – – –
BMM
1275
Berkshire Money Management
Massachusetts
$149K -$14.8M -129,050 -99%
49 50
51
52 53