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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,380 hedge funds and large institutions have $40B invested in iShares Russell 2000 ETF in 2019 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 495 increasing their positions, 541 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
+11
Holders Change %
+0.8%
% of All Funds
30.31%
Holding in Top 10
163
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.23%
% of All Funds
3.58%
New
95
Increased
495
Reduced
541
Closed
76
Calls
$11.4B
Puts
$27.2B
Net Calls
-$15.9B
Net Calls Change
-$5.77B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$912M
2
Morgan Stanley
Morgan Stanley
New York
+$827M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$220M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$200M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$134M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$271M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$233M
3
Citigroup
Citigroup
New York
-$224M
4
Barclays
Barclays
United Kingdom
-$201M
5
Bank of America
Bank of America
North Carolina
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$13.4M -$421K -2,779 -3%
RTS
202
Round Table Services
New Jersey
$13.3M +$4.02M +26,531 +43%
AWM
203
AE Wealth Management
Kansas
$13.2M +$6.07M +40,092 +85%
OU
204
Optiver US
Illinois
$13M +$13M +85,836 New
OC
205
Oppenheimer & Co
New York
$12.8M +$1.51M +9,982 +13%
BAC
206
Boys Arnold & Co
North Carolina
$12.8M -$60.8K -402 -0.5%
NCA
207
Newbrook Capital Advisors
New York
$12.8M +$735K +4,859 +6%
BCM
208
BTC Capital Management
Iowa
$12.8M +$12.9K +85 +0.1%
SI
209
Stephens Inc
Arkansas
$12.7M +$1.98M +13,096 +18%
CIBC World Market
210
CIBC World Market
Ontario, Canada
$12.5M +$1.04M +6,877 +9%
KCM
211
Kanawha Capital Management
Virginia
$12.5M +$329K +2,177 +3%
PVH
212
Psagot Value Holdings
Israel
$12.3M +$2.78M +18,372 +29%
IFAM
213
Institutional & Family Asset Management
Colorado
$12.2M -$18.3K -121 -0.1%
MLL
214
Moody Lynn & Lieberson
Massachusetts
$12.2M +$10.2M +67,627 +528%
FHA
215
First Horizon Advisors
Tennessee
$12.1M +$280K +1,851 +2%
DT
216
Diversified Trust
Tennessee
$12.1M +$2.05M +13,522 +20%
Millennium Management
217
Millennium Management
New York
$12.1M -$20.7M -136,773 -63%
SIMM
218
Stillwater Investment Management (Minnesota)
Minnesota
$12M +$367K +2,427 +3%
LGWM
219
Litman Gregory Wealth Management
California
$12M +$29.7K +196 +0.2%
SS
220
Simplicity Solutions
Minnesota
$12M +$6.23M +41,186 +108%
GT
221
Glenview Trust
Kentucky
$11.9M +$267K +1,766 +2%
MA
222
MCF Advisors
Kentucky
$11.9M +$253K +1,671 +2%
SBSB
223
Sullivan, Bruyette, Speros & Blaney
Virginia
$11.8M +$560K +3,703 +5%
SI
224
SimpliFi Inc
California
$11.7M +$216K +1,426 +2%
CI
225
Conning Inc
Connecticut
$11.7M +$748K +4,940 +7%
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