We are live on ! Find out more
IWM icon

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
BCM
1401
Bayesian Capital Management
New York
– -$4.65M -29,900 Closed
Calamos Advisors
1402
Calamos Advisors
Illinois
– -$4.59M -29,520 Closed
KC
1403
Kingfisher Capital
North Carolina
– -$4.08M -26,231 Closed
PCM
1404
Prelude Capital Management
New York
– -$3.92M -25,703 Closed
AAIM
1405
American Assets Investment Management
California
– -$3.11M -20,000 Closed
BSG
1406
Black Swift Group
Colorado
– -$2.93M -18,845 Closed
California Public Employees Retirement System
1407
California Public Employees Retirement System
California
– -$2.35M -15,083 Closed
QCMA
1408
Quad Capital Management Advisors
New York
– -$2.18M -14,000 Closed
PIA
1409
Phoenix Investment Adviser
New York
– -$2.17M -13,959 Closed
FTS
1410
Fifth Third Securities
Ohio
– -$1.97M -12,667 Closed
MSWM
1411
Mader & Shannon Wealth Management
Missouri
– -$1.96M -12,612 Closed
GWM
1412
Greenwich Wealth Management
Connecticut
– -$1.71M -11,001 Closed
Renaissance Technologies
1413
Renaissance Technologies
New York
– -$1.71M -11,000 Closed
PV
1414
Private Vista
Illinois
– -$1.64M -10,520 Closed
TF
1415
Trek Financial
Arizona
– -$1.52M -9,764 Closed
IDA
1416
Intelligence Driven Advisers
California
– -$879K -5,652 Closed
BFM
1417
Boothbay Fund Management
New York
– -$824K -5,298 Closed
SF
1418
Summit Financial
New Jersey
– -$700K -4,500 Closed
Twin Tree Management
1419
Twin Tree Management
Texas
– -$679K -4,444 Closed
Boston Partners
1420
Boston Partners
Massachusetts
– -$662K -4,266 Closed
PCM
1421
Penn Capital Management
Pennsylvania
– -$641K -4,125 Closed
MPI
1422
Mairs & Power Inc
Minnesota
– -$543K -3,495 Closed
TVAMP
1423
Tennessee Valley Asset Management Partners
Tennessee
– -$315K -2,024 Closed
ZIM
1424
Zacks Investment Management
Illinois
– -$315K -2,023 Closed
TP
1425
Truvvo Partners
New York
– -$303K -1,950 Closed
55 56
57
58 59

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.