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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
KHLMVGHM
1376
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.39K – – –
FCH
1377
Freestone Capital Holdings
Washington
$1.07K +$163K +1,066 +18%
APC
1378
Aspire Private Capital
North Carolina
$1K -$763 -5 -50%
LWM
1379
Liberty Wealth Management
California
$1K – – –
JCM
1380
Julex Capital Management
Massachusetts
$1K +$763 +5 +125%
KHLMTHM
1381
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$454 – – –
SWP
1382
Strategic Wealth Partners
Ohio
$39 +$19.7K +129 +96%
NMIFOAC
1383
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
– -$271M -1,745,000 Closed
G
1384
Gainplan
Michigan
– -$46.6M -300,000 Closed
Simplex Trading
1385
Simplex Trading
Illinois
– -$36.4M -234,093 Closed
SMM
1386
Stadion Money Management
Georgia
– -$33.7M -216,940 Closed
CTC (Chicago Trading Company)
1387
CTC (Chicago Trading Company)
Illinois
– -$25.5M -164,176 Closed
Squarepoint
1388
Squarepoint
New York
– -$24.9M -160,139 Closed
Belvedere Trading
1389
Belvedere Trading
Illinois
– -$22.6M -145,536 Closed
BPGAM
1390
BTG Pactual Global Asset Management
Bermuda
– -$22.6M -145,326 Closed
CC
1391
Centiva Capital
New York
– -$12.9M -84,543 Closed
CSS
1392
Cubist Systematic Strategies
Connecticut
– -$7.9M -50,780 Closed
USAA
1393
United Services Automobile Association
Texas
– -$6.98M -44,894 Closed
CL
1394
Cabana LLC
Arkansas
– -$6.36M -42,603 Closed
FTCM
1395
First Trust Capital Management
Illinois
– -$6.15M -40,000 Closed
NEIRG
1396
New England Investment & Retirement Group
Massachusetts
– -$5.62M -36,138 Closed
RCAG
1397
Rehmann Capital Advisory Group
Michigan
– -$5.51M -35,457 Closed
OMC
1398
Old Mission Capital
Illinois
– -$5.22M -33,591 Closed
Capstone Investment Advisors
1399
Capstone Investment Advisors
New York
– -$5.09M -33,335 Closed
MA
1400
MYDA Advisors
New York
– -$4.58M -30,000 Closed
54 55
56
57 58

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.