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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 %
TC
1326
Truvestments Capital
Florida
$36K – – –
DAC
1327
Dividend Assets Capital
South Carolina
$30K – – –
HI
1328
Hudock Inc
Pennsylvania
$29K – – –
AIM
1329
Anchor Investment Management
South Carolina
$27.1K – – –
NSB
1330
Norway Savings Bank
Maine
$25K – – –
CICI
1331
Capital Investment Counsel Inc
North Carolina
$22K – – –
FM
1332
Forward Management
California
$22K +$22K +148 New
AIS
1333
Accurate Investment Solutions
Pennsylvania
$22K +$22K +148 New
TAIM
1334
TD Ameritrade Investment Management
Nebraska
$21K +$21K +140 New
UB
1335
UMB Bank
Missouri
$20.6K -$442 -2,923 -2%
SFA
1336
Stewardship Financial Advisors
Georgia
$20K – – –
LDFR
1337
Lehman & Derafelo Financial Resources
Pennsylvania
$20K +$1.86K +12 +10%
PCM
1338
Princeton Capital Management
New Jersey
$19K – – –
FCA
1339
FinTrust Capital Advisors
South Carolina
$18K +$10.4K +68 +136%
GTAM
1340
Global Trust Asset Management
Florida
$17K – – –
LF
1341
Lee Financial
Texas
$17K – – –
JPLA
1342
Joseph P. Lucia & Associates
New York
$16K – – –
ACA
1343
Aptus Capital Advisors
Alabama
$16K +$16K +112 New
MCM
1344
McMillion Capital Management
North Carolina
$15K – – –
FM
1345
Family Management
New York
$13K -$13K -84 -50%
LWM
1346
Lenox Wealth Management
Ohio
$13K -$1.29K -9 -9%
QCIG
1347
Quad-Cities Investment Group
Iowa
$13K – – –
TCM
1348
Tradewinds Capital Management
Washington
$12K – – –
HDIM
1349
Hanson & Doremus Investment Management
Vermont
$12K – – –
SA
1350
SRH Advisors
Kansas
$11K – – –
52 53
54
55 56