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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 %
CAM
1601
Concorde Asset Management
Michigan
– -$255K -1,536 Closed
WIA
1602
World Investment Advisors
California
– -$254K -1,534 Closed
PFA
1603
Pure Financial Advisors
California
– -$254K -1,532 Closed
AA
1604
Apriem Advisors
California
– -$253K -1,525 Closed
NCM
1605
Narwhal Capital Management
Georgia
– -$251K -1,517 Closed
BCWM
1606
Blue Chip Wealth Management
Florida
– -$250K -1,509 Closed
PWAP
1607
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$249K -1,508 Closed
DIA
1608
Dana Investment Advisors
Wisconsin
– -$247K -1,493 Closed
IF
1609
IRON Financial
Illinois
– -$244K -1,475 Closed
GPA
1610
Guidance Point Advisors
Massachusetts
– -$244K -1,469 Closed
MIAS
1611
Mason Investment Advisory Services
Virginia
– -$243K -1,469 Closed
MCM
1612
Maple Capital Management
Vermont
– -$243K -1,464 Closed
KCM
1613
Kathmere Capital Management
Pennsylvania
– -$242K -1,463 Closed
HCM
1614
Howland Capital Management
Massachusetts
– -$240K -1,447 Closed
HCM
1615
Hilton Capital Management
New York
– -$239K -1,445 Closed
ATPW
1616
Ashton Thomas Private Wealth
Arizona
– -$237K -1,432 Closed
CST
1617
Charles Schwab Trust
Nevada
– -$237K -1,431 Closed
SWM
1618
SVA Wealth Management
Wisconsin
– -$236K -1,425 Closed
CWA
1619
Clarity Wealth Advisors
California
– -$235K -1,421 Closed
OWP
1620
Obermeyer Wealth Partners
Colorado
– -$235K -1,418 Closed
MOS
1621
MGO One Seven
Ohio
– -$234K -1,417 Closed
PWP
1622
Private Wealth Partners
California
– -$234K -1,411 Closed
CBOR
1623
Community Bank of Raymore
Missouri
– -$233K -1,409 Closed
DL
1624
DOHJ LLC
Washington
– -$232K -1,400 Closed
WCM
1625
Whitener Capital Management
North Carolina
– -$230K -1,390 Closed
63 64
65
66 67