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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
$2.04B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$930M
3
Barclays
Barclays
United Kingdom
$1.12B
4
Bank of America
Bank of America
North Carolina
$3.86B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$559M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.5M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M
3
DFO
Duquesne Family Office
New York
$0
4
Rafferty Asset Management
Rafferty Asset Management
New York
$55.3M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPF
1576
Norris Perne & French
Michigan
– -$299K -1,802 Closed
CIA
1577
Capital Investment Advisors
Georgia
– -$298K -1,797 Closed
NIM
1578
Northeast Investment Management
Massachusetts
– -$296K -1,789 Closed
AB
1579
Atlas Brown
Kentucky
– -$295K -1,778 Closed
MC
1580
Miramar Capital
Illinois
– -$288K -1,750 Closed
CBN
1581
Cadence Bank NA
Texas
– -$290K -1,750 Closed
PAS
1582
Professional Advisory Services
Florida
– -$287K -1,735 Closed
CWM
1583
Cabot Wealth Management
Massachusetts
– -$285K -1,721 Closed
SCA
1584
STALEY CAPITAL ADVISERS
Pennsylvania
– -$283K -1,710 Closed
SDWMA
1585
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$279K -1,685 Closed
ACA
1586
Affinity Capital Advisors
California
– -$278K -1,679 Closed
SFG
1587
SevenBridge Financial Group
Pennsylvania
– -$277K -1,672 Closed
LHC
1588
Little House Capital
Massachusetts
– -$276K -1,671 Closed
GCA
1589
Gradient Capital Advisors
California
– -$275K -1,659 Closed
OFG
1590
Omega Financial Group
California
– -$272K -1,640 Closed
CFA
1591
Capstone Financial Advisors
Illinois
– -$271K -1,637 Closed
CFW
1592
CA Family Wealth
California
– -$270K -1,632 Closed
TI
1593
Truepoint Inc
Ohio
– -$264K -1,591 Closed
SW
1594
SlateStone Wealth
Florida
– -$262K -1,581 Closed
AIM
1595
AMI Investment Management
Indiana
– -$261K -1,578 Closed
BA
1596
Baugh & Associates
Georgia
– -$261K -1,577 Closed
PCM
1597
Perritt Capital Management
Illinois
– -$260K -1,571 Closed
CF
1598
Corrigan Financial
Rhode Island
– -$260K -1,568 Closed
WWM
1599
Windsor Wealth Management
Indiana
– -$259K -1,562 Closed
CLOS
1600
Compagnie Lombard Odier SCmA
Switzerland
– -$258K -1,557 Closed
62 63
64
65 66