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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
Mackenzie Financial
1426
Mackenzie Financial
Ontario, Canada
– -$290K -1,864 Closed
SLWS
1427
Swaine & Leidel Wealth Services
Florida
– -$273K -1,756 Closed
CIC
1428
Cornercap Investment Counsel
Georgia
– -$273K -1,754 Closed
STMM
1429
South Texas Money Management
Texas
– -$243K -1,562 Closed
NIM
1430
NuWave Investment Management
New Jersey
– -$231K -1,511 -100%
HCM
1431
Hudson Capital Management
New Jersey
– -$221K -1,482 Closed
FIMS
1432
FBL Investment Management Services
Iowa
– -$227K -1,462 Closed
EWM
1433
Executive Wealth Management
Michigan
– -$226K -1,454 Closed
BO
1434
Bank OZK
Arkansas
– -$218K -1,401 Closed
KM
1435
Kalos Management
Georgia
– -$213K -1,374 Closed
LHC
1436
Little House Capital
Massachusetts
– -$212 -1,370 Closed
WDL
1437
Well Done LLC
Michigan
– -$204K -1,311 Closed
CAMG
1438
CWA Asset Management Group
Florida
– -$203K -1,305 Closed
HT
1439
Heritage Trust
Oklahoma
– -$201K -1,295 Closed
AOWM
1440
Alpha Omega Wealth Management
Virginia
– -$188K -1,208 Closed
CWM
1441
Cedar Wealth Management
California
– -$141K -905 Closed
TNBTD
1442
Trustmark National Bank Trust Department
Mississippi
– -$132K -847 Closed
SMFS
1443
Squar Milner Financial Services
California
– -$101K -649 Closed
DSC
1444
Duncker Streett & Co
Missouri
– -$98K -629 Closed
DWM
1445
Destination Wealth Management
California
– -$95K -612 Closed
TPWA
1446
TRUE Private Wealth Advisors
Oregon
– -$59K -385 Closed
AWM
1447
Arbor Wealth Management
Florida
– -$56K -360 Closed
KC
1448
Knuff & Co
California
– -$31K -200 Closed
MM
1449
Main Management
California
– -$31K -198 Closed
MWM
1450
Mascoma Wealth Management
New Hampshire
– -$29K -186 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.