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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 %
NPP
1351
New Potomac Partners
Maryland
$11K – – –
LWA
1352
Lowe Wealth Advisors
Maryland
$10K -$38.2K -260 -79%
RIA
1353
RPG Investment Advisory
California
$9K – – –
CMBA
1354
C.M. Bidwell & Associates
Hawaii
$9K – – –
WEC
1355
Winslow Evans & Crocker
Massachusetts
$8K – – –
SIS
1356
Sound Income Strategies
Florida
$8K – – –
BHWM
1357
Bay Harbor Wealth Management
Maryland
$7K -$1.87K -12 -21%
AIM
1358
Axiom Investment Management
New York
$7K +$2K +12 +40%
HGWM
1359
Harvest Group Wealth Management
Massachusetts
$6K +$3.45K +23 +135%
NL
1360
NVWM LLC
Pennsylvania
$5K -$57.2K -366 -92%
FRA
1361
Front Row Advisors
California
$5K – – –
GCGDR
1362
Geo Capital Gestora de Recursos
Brazil
$5K +$5K +32 New
BCI
1363
Brinker Capital Investments
Pennsylvania
$4K -$8.8K -55 -69%
VRM
1364
Vectors Research Management
New York
$4K – – –
CHAM
1365
Clear Harbor Asset Management
Connecticut
$4K +$4K +28 New
MG
1366
MilWealth Group
Wisconsin
$3.03K – – –
FPB
1367
First PREMIER Bank
South Dakota
$3K – – –
TC
1368
Trust Company
Kansas
$3K +$3K +18 New
AMCA
1369
Arthur M. Cohen & Associates
Illinois
$2.01K -$14 -93 -0.7%
TVWM
1370
Tower View Wealth Management
Wisconsin
$2K – – –
HIM
1371
Hillsdale Investment Management
Ontario, Canada
$2K – – –
SWM
1372
Selective Wealth Management
Virginia
$2K +$2K +14 New
AM
1373
Atwater Malick
Pennsylvania
$2K +$2K +16 New
KHLMVGHM
1374
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.39K – – –
FCH
1375
Freestone Capital Holdings
Washington
$1.07K +$161 +1,066 +18%
53 54
55
56 57