IWM icon

iShares Russell 2000 ETF

1,815 hedge funds and large institutions have $75.1B invested in iShares Russell 2000 ETF in 2021 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 773 increasing their positions, 630 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,815
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
31.69%
Holding in Top 10
213
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-12.7%
% of All Funds
3.72%
New
137
Increased
773
Reduced
630
Closed
110
Calls
$20.7B
Puts
$54.1B
Net Calls
-$33.4B
Net Calls Change
+$96.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
401
SteelPeak Wealth
California
$8.31M -$482K -2,102 -5%
WJA
402
Willis Johnson & Associates
Texas
$8.3M -$268K -1,169 -3%
CMBA
403
C.M. Bidwell & Associates
Hawaii
$8.25M +$5.03M +21,938 +157%
OAM
404
Oppenheimer Asset Management
New York
$8.23M -$337K -1,471 -4%
DPI
405
Diversified Portfolios Inc
Michigan
$8.17M -$167K -728 -2%
FAIM
406
Financial Advocates Investment Management
Washington
$8.16M +$172K +754 +2%
PWM
407
Perigon Wealth Management
California
$8.16M +$293K +1,276 +4%
CWP
408
Corepath Wealth Partners
Arizona
$8.09M +$698K +3,125 +9%
VCA
409
Verdence Capital Advisors
Maryland
$8.03M -$526K -2,293 -6%
FSA
410
Financial Services Advisory
Maryland
$8.02M -$7.04M -30,676 -47%
ACP
411
Arcus Capital Partners
Georgia
$7.93M -$1.24M -5,426 -14%
EC
412
Engaged Capital
California
$7.87M +$5.05M +22,000 +179%
RCMC
413
RK Capital Management (Colorado)
Colorado
$7.84M +$2.8M +12,205 +55%
A
414
AdvicePeriod
California
$7.83M +$355K +1,549 +5%
NPI
415
New Perspectives Inc
Mississippi
$7.83M +$7.83M +34,126 New
DIM
416
Delta Investment Management
California
$7.82M +$532K +2,319 +7%
CCFCSB
417
Cape Cod Five Cents Savings Bank
Massachusetts
$7.82M -$239K -1,043 -3%
AIA
418
Avalon Investment & Advisory
Texas
$7.66M +$933K +4,067 +14%
LL
419
LPWM LLC
Minnesota
$7.65M +$5.2M +22,950 +212%
AWC
420
Abundance Wealth Counselors
Pennsylvania
$7.61M -$435K -1,897 -5%
AI
421
Atria Investments
North Carolina
$7.61M +$988K +4,306 +15%
WW
422
Westshore Wealth
California
$7.58M +$974K +4,245 +15%
BPC
423
Banque Pictet & Cie
Switzerland
$7.57M -$1.16M -5,055 -13%
FMC
424
First Merchants Corp
Indiana
$7.54M -$497K -2,165 -6%
MWP
425
Meridian Wealth Partners
Pennsylvania
$7.52M +$205K +892 +3%