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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 %
SMC
351
Smith, Moore & Co
Missouri
$10.3M -$109K -493 -1%
IFO
352
Independent Family Office
New York
$10.2M -$2.63M -11,795 -20%
CCWA
353
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.2M +$6.94M +31,412 +211%
CBT
354
Central Bank & Trust
Kentucky
$10.2M +$980K +4,437 +11%
WF
355
Welch & Forbes
Massachusetts
$10.2M +$3.38M +15,313 +50%
Allianz Asset Management
356
Allianz Asset Management
Germany
$10.2M +$8.9M +40,265 +694%
CCA
357
Cobblestone Capital Advisors
New York
$10.2M -$511K -2,315 -5%
IC
358
Intersect Capital
California
$10.1M +$1.11M +5,028 +12%
MWP
359
Moller Wealth Partners
$10.1M -$845K -3,826 -8%
CCT
360
Country Club Trust
Missouri
$10M -$162K -745 -2%
SWP
361
Summit Wealth Partners
Florida
$9.95M +$729K +3,299 +8%
NPIC
362
Neumeier Poma Investment Counsel
California
$9.89M – – –
LMIM
363
Lockheed Martin Investment Management
Maryland
$9.88M -$7.27M -32,900 -42%
FCI
364
Financial Counselors Inc
Kansas
$9.87M -$625K -2,828 -6%
JWCA
365
J.W. Cole Advisors
Florida
$9.87M +$219K +991 +2%
RSVP
366
Ramsay Stattman Vela & Price
Colorado
$9.87M -$43.1K -195 -0.4%
RFM
367
Royal Fund Management
Florida
$9.86M +$9.13M +41,326 +1,257%
Mackenzie Financial
368
Mackenzie Financial
Ontario, Canada
$9.83M +$9.83M +44,477 New
EAMA
369
EFG Asset Management (Americas)
Florida
$9.82M -$1.01M -4,547 -9%
SAM
370
Silvercrest Asset Management
New York
$9.81M +$2.78M +12,590 +40%
CA
371
Calton & Associates
Florida
$9.62M -$4.81M -21,786 -33%
NMIMC
372
Northwestern Mutual Investment Management Company
Wisconsin
$9.59M -$1.19M -5,380 -11%
SFG
373
SNS Financial Group
Minnesota
$9.59M -$342K -1,550 -3%
DCM
374
Dimension Capital Management
Florida
$9.58M -$7.95M -35,962 -45%
FNT
375
First National Trust
Pennsylvania
$9.58M -$341K -1,545 -3%
13 14
15
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