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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,436 hedge funds and large institutions have $33.8B invested in iShares Russell 2000 ETF in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 468 increasing their positions, 695 reducing their positions, and 252 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
-163
Holders Change %
-10.19%
% of All Funds
31.72%
Holding in Top 10
141
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-28.79%
% of All Funds
3.11%
New
114
Increased
468
Reduced
695
Closed
252
Calls
$11.5B
Puts
$30.1B
Net Calls
-$18.6B
Net Calls Change
-$3.61B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.24B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$887M
3
Barclays
Barclays
United Kingdom
+$739M
4
Bank of America
Bank of America
North Carolina
+$720M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$434M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$705M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$263M
3
DFO
Duquesne Family Office
New York
-$257M
4
Rafferty Asset Management
Rafferty Asset Management
New York
-$236M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCBWMS
1501
Texas Capital Bank Wealth Management Services
Texas
– -$1.6M -9,653 Closed
XS
1502
XR Securities
Illinois
– -$1.52M -9,158 Closed
MSR
1503
Main Street Research
Connecticut
– -$1.45M -8,777 Closed
RIA
1504
Regal Investment Advisors
Michigan
– -$1.41M -8,516 Closed
AIM
1505
Alhambra Investment Management
Florida
– -$1.38M -8,342 Closed
AAM
1506
AMI Asset Management
California
– -$1.37M -8,296 Closed
LCM
1507
Legato Capital Management
California
– -$1.23M -7,410 Closed
EPA
1508
Element Pointe Advisors
Florida
– -$1.12M -6,750 Closed
SAM
1509
Southernsun Asset Management
Tennessee
– -$1.1M -6,649 Closed
EA
1510
Emerald Advisors
Washington
– -$1.04M -6,355 Closed
AI
1511
Atria Investments
North Carolina
– -$1.01M -6,084 Closed
EP
1512
Edgestream Partners
New Jersey
– -$983K -5,933 Closed
B
1513
Brightworth
Georgia
– -$962K -5,807 Closed
SHA
1514
Seneca House Advisors
Virginia
– -$893K -5,388 Closed
Invesco
1515
Invesco
Georgia
– -$884K -5,333 Closed
GBBWRPM
1516
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$865K -5,220 Closed
BCM
1517
BlueCrest Capital Management
Jersey
– -$828K -5,000 Closed
PGAM
1518
Princeton Global Asset Management
New Jersey
– -$824 -4,975 Closed
PAS
1519
Park Avenue Securities
New York
– -$815K -4,921 Closed
MWM
1520
Madison Wealth Management
Ohio
– -$812K -4,898 Closed
RHJA
1521
Rice Hall James & Associates
California
– -$805K -4,858 Closed
DCM
1522
Dupont Capital Management
Delaware
– -$795K -4,800 Closed
NCP
1523
NexWave Capital Partners
New York
– -$732K -4,419 Closed
CRWM
1524
Castle Rock Wealth Management
California
– -$714K -4,278 Closed
JWM
1525
Jackson Wealth Management
Florida
– -$630K -3,839 Closed
59 60
61
62 63