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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 %
PF
1551
Phoenix Financial
Israel
– -$391K -2,380 Closed
TI
1552
tru Independence
Oregon
– -$272K -2,323 Closed
MCM
1553
Murphy Capital Management
New Jersey
– -$377K -2,280 Closed
TGAM
1554
TBH Global Asset Management
Tennessee
– -$374K -2,258 Closed
SDAM
1555
Shulman DeMeo Asset Management
New York
– -$371K -2,239 Closed
VCAM
1556
Van Cleef Asset Management
Ohio
– -$370K -2,232 Closed
VLC
1557
Van Leeuwen & Company
New Jersey
– -$368K -2,220 Closed
GI
1558
GAMCO Investors
Connecticut
– -$352K -2,124 Closed
RCA
1559
Resonant Capital Advisors
Wisconsin
– -$346K -2,087 Closed
PIM
1560
Penobscot Investment Management
Massachusetts
– -$344K -2,076 Closed
AFG
1561
Affinia Financial Group
Massachusetts
– -$283K -2,006 Closed
BWM
1562
Brickley Wealth Management
California
– -$331K -2,000 Closed
ACA
1563
Ackerman Capital Advisors
Texas
– -$331K -2,000 Closed
SAM
1564
Strategy Asset Managers
California
– -$328K -1,979 Closed
NDSI
1565
Newman Dignan & Sheerar Inc
Rhode Island
– -$327 -1,975 Closed
DWM
1566
Destination Wealth Management
California
– -$321K -1,937 Closed
FIB
1567
First Interstate Bank
Montana
– -$320K -1,931 Closed
CWM
1568
Connecticut Wealth Management
Connecticut
– -$319K -1,923 Closed
BWA
1569
BlueSky Wealth Advisors
North Carolina
– -$314K -1,898 Closed
AIA
1570
Affinity Investment Advisors
California
– -$310K -1,870 Closed
MCP
1571
Mirador Capital Partners
California
– -$308K -1,858 Closed
LOPW
1572
Live Oak Private Wealth
North Carolina
– -$308K -1,857 Closed
ZF
1573
Zhang Financial
Michigan
– -$307K -1,856 Closed
KFC
1574
Klingenstein Fields & Co
New York
– -$300K -1,812 Closed
SAM
1575
Symphony Asset Management
California
– -$299K -1,803 Closed
61 62
63
64 65