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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 %
Nuveen Asset Management
176
Nuveen Asset Management
Illinois
$12.9M -$5.4M -47,195 -29%
BPGAM
177
BTG Pactual Global Asset Management
Bermuda
$12.8M +$12.8M +111,640 New
Calamos Advisors
178
Calamos Advisors
Illinois
$12.6M +$12.6M +110,000 New
MC
179
MM Capital
New York
$12.5M +$12.5M +109,584 New
ST
180
Sageworth Trust
Pennsylvania
$12.5M +$10.5M +91,515 +520%
MWM
181
Merriman Wealth Management
Washington
$12.5M -$3.64M -31,767 -23%
PAI
182
Pittenger & Anderson Inc
Nebraska
$12.3M -$4.04M -35,335 -25%
MA
183
MCF Advisors
Kentucky
$12.3M +$3.2M +27,949 +35%
UCFA
184
United Capital Financial Advisors
Texas
$12.2M -$12.7M -111,293 -51%
GMA
185
Goldstein Munger & Associates
California
$12.2M -$414K -3,621 -3%
WI
186
Wintrust Investments
Illinois
$12.1M -$4.96M -43,357 -29%
DADC
187
D.A. Davidson & Co
Montana
$11.8M +$3.09M +26,971 +36%
VIP
188
Vantage Investment Partners
Missouri
$11.8M – – –
HHGA
189
Halbert Hargrove Global Advisors
California
$11.7M +$11.7M +101,825 New
MS
190
Marshall & Sullivan
Washington
$11.6M -$151K -1,317 -1%
PG
191
Proffitt & Goodson
Tennessee
$11.5M +$81.2K +709 +0.7%
LWMT
192
Legacy Wealth Management (Tennessee)
Tennessee
$11.4M -$1.51M -13,217 -12%
BS
193
Banco Santander
Spain
$11.4M +$6.38M +55,701 +127%
D.E. Shaw & Co
194
D.E. Shaw & Co
New York
$11.3M -$73.4M -641,230 -87%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$11.3M – – –
PVH
196
Psagot Value Holdings
Israel
$11.1M -$11.9M -104,020 -52%
CL
197
Choreo LLC
Illinois
$11.1M +$30.4K +266 +0.3%
CA
198
Calton & Associates
Florida
$11M +$373K +3,258 +4%
VFA
199
Valeo Financial Advisors
Indiana
$10.8M -$696K -5,627 -6%
CFN
200
Cordasco Financial Network
Florida
$10.8M -$299K -2,609 -3%
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