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iShares Russell 2000 ETF
IWM

Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$605M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$597M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$573M
4
Bank of America
Bank of America
North Carolina
+$509M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$349M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$554M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$533M
3
BlackRock
BlackRock
New York
-$460M
4
Morgan Stanley
Morgan Stanley
New York
-$367M
5
HF
HRT Financial
New York
-$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBA
526
Front Barnett Associates
Illinois
$5.12M +$2.85M +12,438 +126%
Lido Advisors
527
Lido Advisors
California
$5.11M +$503K +2,193 +11%
SSWM
528
Sheets Smith Wealth Management
North Carolina
$5.11M +$1.12M +4,890 +28%
SPP
529
Single Point Partners
Massachusetts
$5.1M -$95K -414 -2%
CCC
530
Crescent Capital Consulting
Louisiana
$5.09M -$263K -1,149 -5%
RIA
531
Realta Investment Advisors
Delaware
$5.09M +$93.6K +408 +2%
CAG
532
Csenge Advisory Group
Florida
$5.08M +$3.05M +13,186 +150%
SWM
533
Spire Wealth Management
Virginia
$5.04M +$267K +1,162 +6%
SC
534
Steph & Co
Wisconsin
$4.99M +$5.73K +25 +0.1%
NFC
535
Northeast Financial Consultants
Connecticut
$4.94M +$4.82K +21 +0.1%
RCAG
536
Rehmann Capital Advisory Group
Michigan
$4.93M +$200K +871 +4%
SC
537
Schoolcraft Capital
Colorado
$4.92M -$66.7K -291 -1%
TCM
538
Twele Capital Management
Minnesota
$4.92M -$242K -1,054 -5%
BRM
539
Boston Research & Management
Massachusetts
$4.9M – – –
LCOV
540
London Company of Virginia
Virginia
$4.87M +$2.68M +11,669 +122%
MFW
541
Meristem Family Wealth
Minnesota
$4.87M -$102K -445 -2%
AIFAIM
542
American Institute for Advanced Investment Management
Arizona
$4.86M +$63.3K +276 +1%
SJIM
543
St. Johns Investment Management
Florida
$4.84M +$14.2K +62 +0.3%
CWC
544
Carolinas Wealth Consulting
North Carolina
$4.84M -$617K -2,688 -11%
SWA
545
Stratos Wealth Advisors
Ohio
$4.83M +$1.44M +6,283 +43%
AIC
546
Ayalon Insurance Company
Israel
$4.82M -$814K -3,516 -14%
WAP
547
Wealthcare Advisory Partners
Pennsylvania
$4.82M +$248K +1,080 +5%
HFP
548
Holistic Financial Partners
Indiana
$4.77M -$63.8K -278 -1%
PMA
549
Prudent Man Advisors
Illinois
$4.76M +$538K +2,345 +13%
KPW
550
Kore Private Wealth
New York
$4.75M -$13.5K -59 -0.3%
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