IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,814 hedge funds and large institutions have $72.9B invested in iShares Russell 2000 ETF in 2021 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 690 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+70
Holders Change %
+4.01%
% of All Funds
31.94%
Holding in Top 10
244
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+14.02%
% of All Funds
4.3%
New
201
Increased
690
Reduced
668
Closed
114
Calls
$25B
Puts
$58.4B
Net Calls
-$33.5B
Net Calls Change
-$2.85B

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.02B
2
Morgan Stanley
2
Morgan Stanley
New York
$4.51B
3
Bank of America
3
Bank of America
North Carolina
$7.56B
4
Wells Fargo
4
Wells Fargo
California
$7.13B
5
Goldman Sachs
5
Goldman Sachs
New York
$7.03B

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.39B
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$10.6M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
226
Trilogy Capital
California
$18.5M +$17.6M +79,653 +1,984%
FWIA
227
Fort Washington Investment Advisors
Ohio
$18.4M +$12.4M +55,960 +204%
UCFA
228
United Capital Financial Advisors
Texas
$18M -$339K -1,533 -2%
RWA
229
River Wealth Advisors
Pennsylvania
$18M +$1.06M +4,802 +6%
OFS
230
Oldfather Financial Services
Nebraska
$17.9M -$196K -880 -1%
MSA
231
Mason Street Advisors
Wisconsin
$17.9M -$6.89M -31,200 -28%
WPC
232
Waters Parkerson & Co
Louisiana
$17.8M +$172K +780 +1%
DADC
233
D.A. Davidson & Co
Montana
$17.8M -$1.37M -6,185 -7%
AFIMH
234
American Family Insurance Mutual Holding
Wisconsin
$17.8M – – –
GT
235
Glenview Trust
Kentucky
$17.7M -$705K -3,192 -4%
BCM
236
BTC Capital Management
Iowa
$17.6M -$845K -3,826 -5%
VVP
237
Venture Visionary Partners
Ohio
$17.5M +$1.6M +7,225 +10%
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$17.4M -$236K -1,070 -1%
CA
239
Crewe Advisors
Utah
$17.4M +$587K +2,656 +3%
JFGIW
240
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.3M -$1.9M -8,584 -10%
WSTAM
241
Wilbanks Smith & Thomas Asset Management
Virginia
$17.3M +$608K +2,752 +4%
CI
242
Conning Inc
Connecticut
$17.3M -$2.95M -13,341 -15%
PWM
243
Paulson Wealth Management
Illinois
$17.3M -$354K -1,578 -2%
SC
244
Sierra Capital
Florida
$17.2M +$17.2M +78,031 New
KCM
245
Kanawha Capital Management
Virginia
$17.2M -$623K -2,819 -3%
BFG
246
Baron Financial Group
New Jersey
$17.1M -$2.81M -12,704 -14%
BF
247
BOK Financial
Oklahoma
$17.1M -$1.18M -5,345 -6%
MA
248
MCF Advisors
Kentucky
$17.1M -$7.6M -34,377 -31%
HH
249
Hilltop Holdings
Texas
$17M +$2.95M +13,357 +21%
AF
250
Allworth Financial
California
$16.8M +$10.7M +48,293 +173%
8 9
10
11 12