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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,806 hedge funds and large institutions have $72.9B invested in iShares Russell 2000 ETF in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 707 increasing their positions, 638 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,806
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
31.72%
Holding in Top 10
213
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.74%
New
130
Increased
707
Reduced
638
Closed
112
Calls
$29B
Puts
$66B
Net Calls
-$37B
Net Calls Change
-$3.62B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.04B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$607M
3
Barclays
Barclays
United Kingdom
+$501M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$388M
5
Bank of America
Bank of America
North Carolina
+$266M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.01B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$583M
3
Morgan Stanley
Morgan Stanley
New York
-$513M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$385M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
326
BSW Wealth Partners
Colorado
$11.2M +$259K +1,182 +2%
CCT
327
Country Club Trust
Missouri
$11.2M +$92.5K +419 +0.8%
GG
328
Gofen & Glossberg
Illinois
$11.1M +$497K +2,272 +5%
PFS
329
Prospera Financial Services
Texas
$11.1M -$1.41M -6,461 -11%
LCM
330
Landscape Capital Management
New Jersey
$10.9M +$10.9M +50,000 New
MCWS
331
McKinley Carter Wealth Services
West Virginia
$10.9M -$234K -1,071 -2%
CG
332
Colony Group
Massachusetts
$10.9M -$723K -3,307 -6%
RCP
333
Rothschild Capital Partners
New York
$10.8M +$31.5K +144 +0.3%
MWM
334
Meridian Wealth Management
Kentucky
$10.8M +$1.59M +7,251 +17%
SAM
335
Silvercrest Asset Management
New York
$10.8M -$6.77M -30,960 -39%
SMC
336
Smith, Moore & Co
Missouri
$10.8M +$681K +3,112 +7%
VC
337
Veracity Capital
Georgia
$10.6M -$33.3M -152,396 -76%
PRS
338
Pinkerton Retirement Specialists
Idaho
$10.5M -$3.43M -15,695 -25%
IC
339
Intersect Capital
California
$10.5M +$473K +2,163 +5%
CAS
340
Cascadia Advisory Services
Oregon
$10.5M +$7.5M +34,268 +252%
LCOV
341
London Company of Virginia
Virginia
$10.4M +$5.77M +26,367 +124%
UAS
342
United Asset Strategies
New York
$10.3M +$10.1M +46,270 +4,536%
GWAM
343
Guardian Wealth Advisors (Minnesota)
Minnesota
$10.3M -$41.3K -189 -0.4%
PCA
344
Pallas Capital Advisors
Massachusetts
$10.3M -$234K -982 -2%
AIA
345
Arbor Investment Advisors
North Carolina
$10.2M -$8.53K -39 -0.1%
EWM
346
Evercore Wealth Management
New York
$10.1M -$168K -769 -2%
SWP
347
Summit Wealth Partners
Florida
$10.1M +$424K +1,938 +4%
TC
348
TAP Consulting
Missouri
$10.1M +$462K +2,112 +5%
CCWA
349
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10M +$5.25K +24 +0.1%
ZCM
350
Ziegler Capital Management
Illinois
$9.98M +$9.88M +45,158 +9,447%
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