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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,599 hedge funds and large institutions have $43.5B invested in iShares Russell 2000 ETF in 2019 Q4 according to their latest regulatory filings, with 304 funds opening new positions, 577 increasing their positions, 507 reducing their positions, and 61 closing their positions.

Holders
1,599
Holders Change
+219
Holders Change %
+15.87%
% of All Funds
31.58%
Holding in Top 10
198
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+21.47%
% of All Funds
3.91%
New
304
Increased
577
Reduced
507
Closed
61
Calls
$11B
Puts
$26.1B
Net Calls
-$15B
Net Calls Change
+$825M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.14B
2
Citigroup
2
Citigroup
New York
$1.12B
3
DCP
3
Durable Capital Partners
Maryland
$499M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$325M
5
DFO
5
Duquesne Family Office
New York
$257M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.16B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$671M
3
Barclays
3
Barclays
United Kingdom
$555M
4
Bank of America
4
Bank of America
North Carolina
$4.54B
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.54B 27,412,930 -2,699,991 -9%
Wells Fargo
2
Wells Fargo
California
$4.27B 25,793,903 +972,911 +4%
Goldman Sachs
3
Goldman Sachs
New York
$3.61B 21,815,480 -2,116,545 -9%
BlackRock
4
BlackRock
New York
$2.47B 14,933,949 +940,841 +7%
Morgan Stanley
5
Morgan Stanley
New York
$1.16B 6,997,047 -7,839,268 -53%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.14B 6,902,000 +6,902,000 New
Citigroup
7
Citigroup
New York
$1.12B 6,749,449 +3,430,706 +103%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$1.08B 6,544,764 +204,248 +3%
UBS Group
9
UBS Group
Switzerland
$944M 5,700,416 -275,533 -5%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$671M 4,052,191 -7,676,399 -65%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$658M 3,972,675 -252,798 -6%
LPL Financial
12
LPL Financial
California
$647M 3,904,813 +38,091 +1%
PCA
13
Personal Capital Advisors
California
$624M 3,764,371 +248,635 +7%
Barclays
14
Barclays
United Kingdom
$555M 3,349,872 -3,441,516 -51%
MRC
15
Millburn Ridgefield Corp
New York
$517M 3,122,126 +280,607 +10%
CCA
16
Catalyst Capital Advisors
New York
$517M 3,122,126 +280,607 +10%
Northern Trust
17
Northern Trust
Illinois
$513M 3,094,018 +119,839 +4%
DCP
18
Durable Capital Partners
Maryland
$499M 3,015,014 +3,015,014 New
Rafferty Asset Management
19
Rafferty Asset Management
New York
$421M 2,543,156 -600,429 -19%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$414M 2,500,000 +750,000 +43%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$396M 2,389,115 +170,380 +8%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$359M 2,169,079 – –
Bank of Nova Scotia
23
Bank of Nova Scotia
Ontario, Canada
$325M 1,960,682 +1,960,682 New
AAS
24
Avantax Advisory Services
Texas
$314M 1,895,062 +672,737 +55%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$308M 1,857,180 +4,566 +0.2%
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