We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

1,603 hedge funds and large institutions have $43.5B invested in iShares Russell 2000 ETF in 2019 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 577 increasing their positions, 507 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

402% more first-time investments, than exits

New positions opened: 306 | Existing positions closed: 61

22% more funds holding in top 10

Funds holding in top 10: 164 → 200 (+36)

16% more funds holding

Funds holding: 1,382 → 1,603 (+221)

14% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 507

9% more capital invested

Capital invested by funds: $40B → $43.5B (+$3.5B)

0.9% more ownership

Funds ownership: 89.68% → 90.58% (+0.9%)

58% less call options, than puts

Call options by funds: $11B | Put options by funds: $26.1B

Holders
1,603
Holders Change
+221
Holders Change %
+15.99%
% of All Funds
31.59%
Holding in Top 10
200
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+21.95%
% of All Funds
3.94%
New
306
Increased
577
Reduced
507
Closed
61
Calls
$11B
Puts
$26.1B
Net Calls
-$15B
Net Calls Change
+$825M

Top Buyers

1
Citigroup
Citigroup
New York
+$542M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$310M
3
DFO
Duquesne Family Office
New York
+$245M
4
JG
Jefferies Group
New York
+$158M
5
TRCT
Tower Research Capital (TRC)
New York
+$156M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.24B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.21B
3
Barclays
Barclays
United Kingdom
-$544M
4
Bank of America
Bank of America
North Carolina
-$427M
5
M&T Bank
M&T Bank
New York
-$389M
Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1426
Red Door Wealth Management
Tennessee
$207K +$5.37K +34 New
SAM
1427
SP Asset Management
California
$207K +$197K +1,248 New
KC
1428
Kingfisher Capital
North Carolina
$206K +$196K +1,242 New
MGAM
1429
McGowan Group Asset Management
Texas
$205K +$195K +1,234 New
FAG
1430
Financial Advisory Group
Texas
$204K -$31.6K -200 -14%
VCM
1431
Versant Capital Management
Arizona
$204K – – –
DDPIC
1432
Deroy & Devereaux Private Investment Counsel
Michigan
$204K +$194K +1,230 New
VCM
1433
Vision Capital Management
Oregon
$204K +$195K +1,231 New
MAG
1434
Mayfair Advisory Group
Alabama
$201K +$192K +1,212 New
SAM
1435
Secure Asset Management
Michigan
$201K +$192K +1,213 New
AOWM
1436
Alpha Omega Wealth Management
Virginia
$200K +$191K +1,208 New
TW
1437
TrinityPoint Wealth
Connecticut
$200K +$191K +1,209 New
AAP
1438
Arax Advisory Partners
Colorado
$199K +$6.48K +41 +4%
RTC
1439
Riverview Trust Company
Washington
$198K – – –
SNT
1440
Security National Trust
West Virginia
$198K – – –
WP
1441
WealthShield Partners
North Carolina
$197K – – –
FWM
1442
FSA Wealth Management
Massachusetts
$192K +$183K +1,157 New
SFG
1443
Sowa Financial Group
Rhode Island
$191K +$182K +1,153 New
ADL
1444
Asset Dedication LLC
California
$190K – – –
FWC
1445
First Washington Corp
Washington
$181K – – –
APWM
1446
Atlas Private Wealth Management
New York
$181K +$173K +1,093 New
CIM
1447
Contravisory Investment Management
Massachusetts
$178K +$32.7K +207 +24%
CAL
1448
Capital Advisors Ltd
Ohio
$176K -$470K -2,971 -74%
GAM
1449
Gemmer Asset Management
California
$176K – – –
ACM
1450
Allred Capital Management
Texas
$176K +$168K +1,062 New
56 57
58
59 60

IWM Hedge Fund Activity: Q4 2019 in Review

1,603 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2019, worth a combined $43.5B — up 8.8% from $40B a quarter earlier.

Buyers outnumbered sellers: 306 funds opened new IWM positions and 61 closed out — a net gain of 245 holders — while 577 added to existing stakes and 507 trimmed.

The largest buyer was Citigroup, adding an estimated $542M. The largest seller was Morgan Stanley, cutting an estimated $1.24B.

  • 1,603 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2019, up from 1,382 in Q3 2019.
  • Funds reported $43.5B of iShares Russell 2000 ETF stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 306 funds opened new iShares Russell 2000 ETF positions in Q4 2019 and 61 closed out, a net change of +245 holders.
  • The largest iShares Russell 2000 ETF buyer in Q4 2019 was Citigroup, an estimated $542M added.
  • The largest iShares Russell 2000 ETF seller in Q4 2019 was Morgan Stanley, an estimated $1.24B sold.

Based on aggregated 13F filings for Q4 2019.