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

Top Sellers

1
Citigroup
Citigroup
New York
$1.39B
2
TD Asset Management
TD Asset Management
Ontario, Canada
$10.6M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$0
4
Millennium Management
Millennium Management
New York
$0
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
326
Beacon Pointe Advisors
California
$11.7M +$1.77M +7,986 +18%
HWA
327
Hillcrest Wealth Advisors
New Jersey
$11.7M +$1.01M +4,580 +9%
BSW
328
Buckingham Strategic Wealth
Missouri
$11.7M -$211K -954 -2%
TCPWM
329
Traverso Chambers Private Wealth Management
California
$11.6M -$82.4K -373 -0.7%
JAM
330
JCIC Asset Management
Ontario, Canada
$11.6M +$11.6M +52,289 +435,742%
BWP
331
BSW Wealth Partners
Colorado
$11.5M -$2.08M -9,404 -15%
VC
332
Veracity Capital
Georgia
$11.5M +$157K +16,947 +1%
SEI Investments
333
SEI Investments
Pennsylvania
$11.5M -$945K -4,354 -8%
MIAN
334
Mariner Independent Advisor Network
Kansas
$11.4M +$4.54M +20,545 +66%
MCWS
335
McKinley Carter Wealth Services
West Virginia
$11.3M +$1.28M +5,814 +13%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$11.3M – – –
RCP
337
Rothschild Capital Partners
New York
$11.3M -$6.19K -28 -0.1%
AL
338
Aspiriant LLC
California
$11.2M +$83.3K +377 +0.7%
SF
339
Symphony Financial
Texas
$11.2M +$8.29M +27,040 +286%
EWM
340
Evercore Wealth Management
New York
$11.1M -$488K -2,207 -4%
GG
341
Gofen & Glossberg
Illinois
$11M +$330K +1,492 +3%
KIM
342
Karpus Investment Management
New York
$10.9M +$10.9M +49,145 New
Mercer Global Advisors
343
Mercer Global Advisors
Colorado
$10.8M +$1.68M +7,584 +18%
AIA
344
Arbor Investment Advisors
North Carolina
$10.8M -$649K -2,936 -6%
ETC
345
Exchange Traded Concepts
Oklahoma
$10.8M +$2M +9,048 +23%
TD Asset Management
346
TD Asset Management
Ontario, Canada
$10.6M -$667M -3,017,010 -98%
FA
347
FDx Advisors
Illinois
$10.5M -$656K -2,971 -6%
Prudential Financial
348
Prudential Financial
New Jersey
$10.4M +$667K +3,020 +7%
SBH
349
Segall Bryant & Hamill
Illinois
$10.4M +$1.67M +7,541 +19%
GWAM
350
Guardian Wealth Advisors (Minnesota)
Minnesota
$10.4M -$510K -2,310 -5%
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