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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 %
CA
1626
Cortland Associates
Missouri
– -$228K -1,379 Closed
UCMOK
1627
United Capital Management of KS
Kansas
– -$228K -1,377 Closed
BL
1628
BFSG LLC
California
– -$228K -1,376 Closed
P
1629
&Partners
Tennessee
– -$228K -1,374 Closed
IWS
1630
Insight Wealth Strategies
California
– -$227K -1,371 Closed
FMW
1631
Farr Miller & Washington
District of Columbia
– -$226K -1,364 Closed
TNA
1632
True North Advisors
Texas
– -$225K -1,362 Closed
FA
1633
FC Advisory
Pennsylvania
– -$225K -1,358 Closed
BSB
1634
Bangor Savings Bank
Maine
– -$222K -1,342 Closed
WLIM
1635
White Lighthouse Investment Management
Massachusetts
– -$222K -1,340 Closed
WP
1636
WMS Partners
Maryland
– -$220K -1,327 Closed
GAG
1637
GM Advisory Group
New York
– -$219K -1,324 Closed
MWM
1638
Maltin Wealth Management
New Jersey
– -$219K -1,319 Closed
SCA
1639
Stillwater Capital Advisors
Pennsylvania
– -$218K -1,313 Closed
VC
1640
Vicus Capital
Pennsylvania
– -$216K -1,304 Closed
EMG
1641
Ellington Management Group
Connecticut
– -$216K -1,304 Closed
HWM
1642
Hohimer Wealth Management
Washington
– -$215K -1,300 Closed
DA
1643
Doliver Advisors
Texas
– -$213K -1,288 Closed
MAM
1644
Madison Asset Management
Wisconsin
– -$212K -1,280 Closed
TP
1645
Tranquility Partners
Tennessee
– -$212K -1,279 Closed
IPW
1646
Inlet Private Wealth
Florida
– -$210K -1,266 Closed
TAM
1647
Trillium Asset Management
Massachusetts
– -$208K -1,257 Closed
HCA
1648
Horan Capital Advisors
Ohio
– -$208K -1,257 Closed
SAM
1649
SP Asset Management
California
– -$207K -1,248 Closed
KC
1650
Kingfisher Capital
North Carolina
– -$206K -1,242 Closed
64 65
66
67 68