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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,473 hedge funds and large institutions have $42.1B invested in iShares Russell 2000 ETF in 2020 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 487 increasing their positions, 660 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,473
Holders Change
+37
Holders Change %
+2.58%
% of All Funds
30.28%
Holding in Top 10
152
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+7.8%
% of All Funds
3.12%
New
167
Increased
487
Reduced
660
Closed
117
Calls
$22.7B
Puts
$37.6B
Net Calls
-$14.9B
Net Calls Change
+$3.75B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$5.82B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.03B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.92B
4
Rafferty Asset Management
Rafferty Asset Management
New York
$646M
5
Morgan Stanley
Morgan Stanley
New York
$2.93B

Top Sellers

1
Barclays
Barclays
United Kingdom
$339M
2
Wells Fargo
Wells Fargo
California
$3.08B
3
DCP
Durable Capital Partners
Maryland
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$795M
5
UBS Group
UBS Group
Switzerland
$988M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
1526
Golden State Wealth Management
California
– -$621K -5,429 Closed
KCM
1527
Kennedy Capital Management
Missouri
– -$618K -5,400 Closed
MJRIC
1528
Mogy Joel R Investment Counsel
California
– -$599K -5,234 Closed
TD Asset Management
1529
TD Asset Management
Ontario, Canada
– -$572K -5,000 Closed
HI
1530
Horizon Investments
North Carolina
– -$509K -4,444 Closed
FFS
1531
Founders Financial Securities
Maryland
– -$505K -4,416 Closed
LCS
1532
Levin Capital Strategies
New York
– -$492K -4,300 Closed
CPA
1533
Capital Planning Advisors
California
– -$491K -4,290 Closed
FPGK
1534
Financial Partners Group (Kansas)
Kansas
– -$439K -4,112 Closed
BA
1535
Birinyi Associates
Connecticut
– -$416K -3,632 Closed
EWA
1536
Evolution Wealth Advisors
Florida
– -$405K -3,540 Closed
MA
1537
MONECO Advisors
Connecticut
– -$396K -3,459 Closed
VWM
1538
Vigilare Wealth Management
Arizona
– -$395K -3,449 Closed
PCM
1539
Pinz Capital Management
New York
– -$385K -3,360 Closed
Capital Fund Management (CFM)
1540
Capital Fund Management (CFM)
France
– -$375K -3,279 Closed
CCM
1541
Check Capital Management
California
– -$364K -3,180 Closed
SDWIA
1542
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$343K -3,000 Closed
RIS
1543
Retirement Income Solutions
Michigan
– -$341K -2,976 Closed
RWM
1544
Reston Wealth Management
Virginia
– -$337K -2,941 Closed
AWM
1545
Aries Wealth Management
Maine
– -$291K -2,703 Closed
SL
1546
Stevard LLC
Illinois
– -$299K -2,616 Closed
LWP
1547
Legacy Wealth Planning
Nevada
– -$279K -2,437 Closed
IWP
1548
Icon Wealth Partners
Texas
– -$251K -2,191 Closed
Renaissance Technologies
1549
Renaissance Technologies
New York
– -$249K -2,174 Closed
PNAA
1550
Pictet North America Advisors
Switzerland
– -$245K -2,140 Closed
60 61
62
63 64