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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 %
SC
1526
SouthState Corp
Florida
– -$632K -3,812 Closed
AFS
1527
Access Financial Services
Minnesota
– -$611K -3,689 Closed
BFM
1528
Boothbay Fund Management
New York
– -$604K -3,643 Closed
PCMC
1529
Private Capital Management (Colorado)
Colorado
– -$550K -3,636 Closed
ETS
1530
ESL Trust Services
New York
– -$581K -3,505 Closed
WIC
1531
WealthBridge Investment Counsel
Alberta, Canada
– -$580K -3,500 Closed
GA
1532
GFS Advisors
Texas
– -$580K -3,500 Closed
AAS
1533
Annex Advisory Services
Wisconsin
– -$575K -3,473 Closed
PAG
1534
Pinnacle Advisory Group
Maryland
– -$572K -3,454 Closed
BFA
1535
Beaumont Financial Advisors
Massachusetts
– -$566K -3,415 Closed
Nomura Asset Management
1536
Nomura Asset Management
Japan
– -$538K -3,250 Closed
LCM
1537
Logan Capital Management
Pennsylvania
– -$536K -3,238 Closed
FLA
1538
Financial Life Advisors
Texas
– -$500K -3,016 Closed
IIM
1539
Ironwood Investment Management
Massachusetts
– -$489K -2,953 Closed
AFP
1540
Ausdal Financial Partners
Iowa
– -$479K -2,921 Closed
BHB
1541
Bank Hapoalim BM
Israel
– -$446K -2,691 Closed
RWA
1542
RGT Wealth Advisors
Texas
– -$439K -2,652 Closed
FAM
1543
Formidable Asset Management
Ohio
– -$443K -2,641 Closed
PAMG
1544
Patton Albertson Miller Group
Tennessee
– -$436K -2,629 Closed
CCMG
1545
Clark Capital Management Group
Pennsylvania
– -$426K -2,572 Closed
WIP
1546
Wellesley Investment Partners
Massachusetts
– -$414K -2,503 Closed
AG
1547
Algert Global
California
– -$407K -2,457 Closed
DLCIG
1548
D.L. Carlson Investment Group
New Hampshire
– -$406K -2,451 Closed
DBRC
1549
D.B. Root & Company
Pennsylvania
– -$402K -2,432 Closed
AWA
1550
Alaska Wealth Advisors
Alaska
– -$400K -2,414 Closed
60 61
62
63 64