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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
TH
126
Timber Hill
Connecticut
$30.3M – – –
CI
127
Chartist Inc
California
$29.9M -$1M -6,553 -3%
FWCM
128
Ferguson Wellman Capital Management
Oregon
$29.4M +$1.57M +10,301 +6%
MWP
129
MYCIO Wealth Partners
Pennsylvania
$29.1M +$195K +1,275 +0.7%
BUB
130
BBVA USA Bancshares
Texas
$28.8M -$205K -1,345 -0.7%
Prudential Financial
131
Prudential Financial
New Jersey
$28.6M -$1.19M -7,800 -4%
William Blair & Company
132
William Blair & Company
Illinois
$28.3M +$303K +1,984 +1%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$28M +$1.13M +7,426 +4%
MML Investors Services
134
MML Investors Services
Massachusetts
$27.3M -$9.32M -61,023 -25%
EB
135
Eastern Bank
Massachusetts
$27.2M +$579K +3,795 +2%
CDIA
136
Capital Directions Investment Advisors
Georgia
$27M -$2.92M -19,099 -10%
JCM
137
Janney Capital Management
Pennsylvania
$26.7M -$1.82M -11,940 -6%
BB
138
Busey Bank
Illinois
$26.3M +$681K +4,462 +3%
SW
139
SVB Wealth
Massachusetts
$25.9M +$197K +1,287 +0.8%
FHB
140
First Hawaiian Bank
Hawaii
$25.8M +$818K +5,360 +3%
FTIOP
141
Fiduciary Trust International of Pennsylvania
Pennsylvania
$25.8M -$203K -1,329 -0.8%
TAM
142
Tyers Asset Management
Texas
$24.9M +$25.1M +164,560 New
CG
143
Cutler Group
California
$24.8M +$20.9M +136,718 +498%
Creative Planning
144
Creative Planning
Kansas
$24.5M +$3.55M +23,271 +17%
Janus Henderson Group
145
Janus Henderson Group
United Kingdom
$23M +$23.2M +151,660 New
State Street
146
State Street
Massachusetts
$22.8M -$5.08M -33,259 -18%
NPIC
147
Neumeier Poma Investment Counsel
California
$22.6M -$2.99M -19,600 -12%
BIAS
148
Beacon Investment Advisory Services
New Jersey
$22.3M -$2.11M -13,841 -9%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$22.2M +$4.95M +32,402 +28%
WI
150
Wintrust Investments
Illinois
$22M +$1.24M +8,149 +6%
4 5
6
7 8

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.