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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 %
LFG
1301
Larson Financial Group
Missouri
$65K +$7.69K +51 +13%
EWM
1302
Endurance Wealth Management
Rhode Island
$63K – – –
RFM
1303
Royal Fund Management
Florida
$63K – – –
EARNEST Partners
1304
EARNEST Partners
Georgia
$62K -$302 -2 -0.5%
RCM
1305
Rain Capital Management
Oregon
$61K +$61K +400 New
CAL
1306
Capital Analysts LLC
Pennsylvania
$59K +$2.7K +18 +5%
FPS
1307
Fieldpoint Private Securities
Connecticut
$58K -$272K -1,785 -82%
SFC
1308
SYM Financial Corp
Indiana
$56K – – –
TCM
1309
TD Capital Management
Tennessee
$56K – – –
FGAM
1310
Financial Gravity Asset Management
Texas
$56K +$13.8K +91 +33%
LWS
1311
Lucia Wealth Services
California
$54K -$50.8K -334 -48%
AIM
1312
Advantage Investment Management
Iowa
$54K -$45.4K -299 -46%
LFG
1313
LifePlan Financial Group
Ohio
$52K – – –
GT
1314
Glenmede Trust
Pennsylvania
$51.2K +$181 +1,196 +0.4%
FFW
1315
Fusion Family Wealth
New York
$47K – – –
NCM
1316
New Capital Management
Texas
$46K – – –
VCM
1317
Vigilant Capital Management
Maine
$45K – – –
FNBOSM
1318
First National Bank of South Miami
Florida
$45K – – –
WCG
1319
Weaver Consulting Group
California
$43K – – –
BWM
1320
Baystate Wealth Management
Massachusetts
$42K -$71.1K -469 -63%
ME
1321
McIlrath & Eck
Washington
$40K -$36K -240 -47%
SIA
1322
SeaBridge Investment Advisors
New Jersey
$39K – – –
PCFFS
1323
Pacific Center for Financial Services
California
$38K – – –
VNA
1324
Valley National Advisers
Pennsylvania
$38K +$36.3K +242 +2,200%
GSC
1325
G&S Capital
Colorado
$37K -$30.2K -200 -45%
51 52
53
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