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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
TCM
1351
Tradewinds Capital Management
Washington
$12K – – –
NPP
1352
New Potomac Partners
Maryland
$11K – – –
SA
1353
SRH Advisors
Kansas
$11K – – –
LWA
1354
Lowe Wealth Advisors
Maryland
$10K -$39.7K -260 -79%
CMBA
1355
C.M. Bidwell & Associates
Hawaii
$9K – – –
RIA
1356
RPG Investment Advisory
California
$9K – – –
SIS
1357
Sound Income Strategies
Florida
$8K – – –
WEC
1358
Winslow Evans & Crocker
Massachusetts
$8K – – –
BHWM
1359
Bay Harbor Wealth Management
Maryland
$7K -$1.83K -12 -21%
AIM
1360
Axiom Investment Management
New York
$7K +$1.83K +12 +40%
HGWM
1361
Harvest Group Wealth Management
Massachusetts
$6K +$3.51K +23 +135%
NL
1362
NVWM LLC
Pennsylvania
$5K -$55.9K -366 -92%
FRA
1363
Front Row Advisors
California
$5K – – –
GCGDR
1364
Geo Capital Gestora de Recursos
Brazil
$5K +$4.89K +32 New
BCI
1365
Brinker Capital Investments
Pennsylvania
$4K -$8.4K -55 -69%
VRM
1366
Vectors Research Management
New York
$4K – – –
CHAM
1367
Clear Harbor Asset Management
Connecticut
$4K +$4.28K +28 New
MG
1368
MilWealth Group
Wisconsin
$3.03K – – –
FPB
1369
First PREMIER Bank
South Dakota
$3K – – –
TC
1370
Trust Company
Kansas
$3K +$2.75K +18 New
AMCA
1371
Arthur M. Cohen & Associates
Illinois
$2.01K -$14.2K -93 -0.7%
HIM
1372
Hillsdale Investment Management
Ontario, Canada
$2K – – –
TVWM
1373
Tower View Wealth Management
Wisconsin
$2K – – –
SWM
1374
Selective Wealth Management
Virginia
$2K +$2.14K +14 New
AM
1375
Atwater Malick
Pennsylvania
$2K +$2.44K +16 New
53 54
55
56 57

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.