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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 %
WC
476
Woodstock Corp
Massachusetts
$6.06M -$53.4K -244 -0.9%
AP
477
Appleton Partners
Massachusetts
$6.05M -$62.1K -284 -1%
MFW
478
Meristem Family Wealth
Minnesota
$6.05M +$1.41M +6,432 +30%
PGWM
479
Parisi Gray Wealth Management
New Jersey
$6M +$764K +3,439 +15%
NL
480
NEPC LLC
Massachusetts
$5.98M -$18.7M -85,500 -76%
HIP
481
HUB Investment Partners
Texas
$5.97M +$97.6K +446 +2%
SMG
482
Spectrum Management Group
Indiana
$5.96M -$759K -3,470 -11%
DAS
483
Dynamic Advisor Solutions
Arizona
$5.95M +$301K +1,376 +5%
C
484
Certuity
Florida
$5.89M +$444K +2,028 +8%
ACA
485
Anchor Capital Advisors
Massachusetts
$5.89M – – –
MBT
486
Montecito Bank & Trust
California
$5.87M -$510K -2,332 -8%
MWA
487
MFA Wealth Advisors
Pennsylvania
$5.84M +$171K +780 +3%
EFSCE
488
Enterprise Financial Services Corp (EFSC)
Missouri
$5.76M +$354K +1,619 +7%
DRS
489
Deane Retirement Strategies
Louisiana
$5.75M +$5.75M +26,281 New
OC
490
Oppenheimer & Co
New York
$5.75M +$222K +1,014 +4%
Cohen & Steers
491
Cohen & Steers
New York
$5.72M -$193K -881 -3%
SC
492
Scotia Capital
Ontario, Canada
$5.72M -$2.6M -11,893 -31%
TTWM
493
TCV Trust & Wealth Management
Virginia
$5.72M -$60.2K -275 -1%
MWM
494
Merriman Wealth Management
Washington
$5.69M -$9.5M -43,416 -63%
SS
495
Simplicity Solutions
Minnesota
$5.68M +$5.3M +24,218 +1,374%
NCG
496
Newport Capital Group
New Jersey
$5.68M +$85.5K +391 +2%
AC
497
Alexandria Capital
Virginia
$5.64M -$143K -652 -2%
AWM
498
Atticus Wealth Management
Florida
$5.64M -$787K -3,598 -12%
ASFA
499
All Season Financial Advisors
Colorado
$5.63M +$5.63M +25,753 New
PAMP
500
Polar Asset Management Partners
Ontario, Canada
$5.61M +$5.03M +23,003 +865%
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