We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

1,382 hedge funds and large institutions have $40B invested in iShares Russell 2000 ETF in 2019 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 495 increasing their positions, 541 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 76

2% more capital invested

Capital invested by funds: $39.1B → $40B (+$937M)

1% more funds holding

Funds holding: 1,370 → 1,382 (+12)

9% less repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 541

3.38% less ownership

Funds ownership: 93.06% → 89.68% (-3.4%)

5% less funds holding in top 10

Funds holding in top 10: 172 → 164 (-8)

58% less call options, than puts

Call options by funds: $11.4B | Put options by funds: $27.2B

Holders
1,382
Holders Change
+12
Holders Change %
+0.88%
% of All Funds
30.31%
Holding in Top 10
164
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.65%
% of All Funds
3.6%
New
96
Increased
495
Reduced
541
Closed
76
Calls
$11.4B
Puts
$27.2B
Net Calls
-$15.9B
Net Calls Change
-$5.77B

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$920M
2
Morgan Stanley
Morgan Stanley
New York
+$834M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$222M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$202M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$135M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$271M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$235M
3
Citigroup
Citigroup
New York
-$226M
4
Barclays
Barclays
United Kingdom
-$203M
5
Bank of America
Bank of America
North Carolina
-$173M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$13.4M -$424K -2,779 -3%
RTS
202
Round Table Services
New Jersey
$13.3M +$4.05M +26,531 +43%
AWM
203
AE Wealth Management
Kansas
$13.2M +$6.12M +40,092 +85%
OU
204
Optiver US
Illinois
$13M +$13.1M +85,836 New
OC
205
Oppenheimer & Co
New York
$12.8M +$1.52M +9,982 +13%
BAC
206
Boys Arnold & Co
North Carolina
$12.8M -$61.4K -402 -0.5%
NCA
207
Newbrook Capital Advisors
New York
$12.8M +$742K +4,859 +6%
BCM
208
BTC Capital Management
Iowa
$12.8M +$13K +85 +0.1%
SI
209
Stephens Inc
Arkansas
$12.7M +$2M +13,096 +18%
CIBC World Market
210
CIBC World Market
Ontario, Canada
$12.5M +$1.05M +6,877 +9%
KCM
211
Kanawha Capital Management
Virginia
$12.5M +$332K +2,177 +3%
PVH
212
Psagot Value Holdings
Israel
$12.3M +$2.81M +18,372 +29%
IFAM
213
Institutional & Family Asset Management
Colorado
$12.2M -$18.5K -121 -0.1%
MLL
214
Moody Lynn & Lieberson
Massachusetts
$12.2M +$10.3M +67,627 +528%
FHA
215
First Horizon Advisors
Tennessee
$12.1M +$283K +1,851 +2%
DT
216
Diversified Trust
Tennessee
$12.1M +$2.06M +13,522 +20%
Millennium Management
217
Millennium Management
New York
$12.1M -$20.9M -136,773 -63%
SIMM
218
Stillwater Investment Management (Minnesota)
Minnesota
$12M +$371K +2,427 +3%
LGWM
219
Litman Gregory Wealth Management
California
$12M +$29.9K +196 +0.2%
SS
220
Simplicity Solutions
Minnesota
$12M +$6.29M +41,186 +108%
GT
221
Glenview Trust
Kentucky
$11.9M +$270K +1,766 +2%
MA
222
MCF Advisors
Kentucky
$11.9M +$255K +1,671 +2%
SBSB
223
Sullivan, Bruyette, Speros & Blaney
Virginia
$11.8M +$565K +3,703 +5%
SI
224
SimpliFi Inc
California
$11.7M +$218K +1,426 +2%
CI
225
Conning Inc
Connecticut
$11.7M +$754K +4,940 +7%
7 8
9
10 11

IWM Hedge Fund Activity: Q3 2019 in Review

1,382 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2019, worth a combined $40B — up 2.4% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new IWM positions and 76 closed out — a net gain of 20 holders — while 495 added to existing stakes and 541 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $920M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, exiting entirely with an estimated $271M sold.

  • 1,382 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2019, up from 1,370 in Q2 2019.
  • Funds reported $40B of iShares Russell 2000 ETF stock for Q3 2019, up 2.4% quarter-over-quarter.
  • 96 funds opened new iShares Russell 2000 ETF positions in Q3 2019 and 76 closed out, a net change of +20 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $920M added.
  • The largest iShares Russell 2000 ETF seller in Q3 2019 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $271M sold.

Based on aggregated 13F filings for Q3 2019.