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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 %
MGAM
1651
McGowan Group Asset Management
Texas
– -$205K -1,234 Closed
FAG
1652
Financial Advisory Group
Texas
– -$204K -1,232 Closed
VCM
1653
Vision Capital Management
Oregon
– -$204K -1,231 Closed
DDPIC
1654
Deroy & Devereaux Private Investment Counsel
Michigan
– -$204K -1,230 Closed
SAM
1655
Secure Asset Management
Michigan
– -$201K -1,213 Closed
MAG
1656
Mayfair Advisory Group
Alabama
– -$201K -1,212 Closed
AOWM
1657
Alpha Omega Wealth Management
Virginia
– -$200K -1,208 Closed
ACM
1658
Allred Capital Management
Texas
– -$176K -1,062 Closed
NL
1659
NKCFO LLC
Illinois
– -$174K -1,050 Closed
BEAM
1660
Baker Ellis Asset Management
Washington
– -$126K -758 Closed
DCM
1661
Davidson Capital Management
Texas
– -$122K -736 Closed
LPIC
1662
LeJeune Puetz Investment Counsel
Michigan
– -$116K -700 Closed
CP
1663
Corbenic Partners
Pennsylvania
– -$101K -611 Closed
AWM
1664
Aberdeen Wealth Management
Illinois
– -$86K -520 Closed
PA
1665
PSI Advisors
Florida
– -$85K -519 Closed
CL
1666
Cabana LLC
Arkansas
– -$81K -490 Closed
SIS
1667
SVB Investment Services
Utah
– -$74K -444 Closed
TCWM
1668
Total Clarity Wealth Management
Illinois
– -$66K -395 Closed
FPS
1669
Fieldpoint Private Securities
Connecticut
– -$63K -380 Closed
LWS
1670
Lucia Wealth Services
California
– -$59K -355 Closed
VCM
1671
Vigilant Capital Management
Maine
– -$50K -300 Closed
BCI
1672
Brinker Capital Investments
Pennsylvania
– -$43K -258 Closed
SIC
1673
Samalin Investment Counsel
New York
– -$39K -241 Closed
RA
1674
Rational Advisors
New York
– -$34K -204 Closed
TFA
1675
Tobias Financial Advisors
Florida
– -$30K -184 Closed
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