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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 %
DWT
576
Dorsey & Whitney Trust
South Dakota
$4.36M -$1.77M -8,085 -29%
IC
577
IEQ Capital
California
$4.36M +$219K +999 +5%
HIMC
578
Heritage Investors Management Corp
Maryland
$4.34M -$19.7K -90 -0.5%
BCM
579
Brookstone Capital Management
Illinois
$4.34M -$26.3M -118,137 -86%
MAFM
580
Mid Atlantic Financial Management
Pennsylvania
$4.34M -$37K -169 -0.8%
MFG
581
Merit Financial Group
Georgia
$4.34M +$40K +183 +0.9%
BFS
582
Bradley Foster & Sargent
Connecticut
$4.33M +$18.8K +86 +0.4%
Lazard Asset Management
583
Lazard Asset Management
New York
$4.32M -$4.74M -21,666 -52%
FCBT
584
First Citizens Bank & Trust
North Carolina
$4.3M +$232K +1,061 +6%
ACP
585
Aveo Capital Partners
Colorado
$4.3M +$3.39M +15,478 +371%
FMTC
586
Farmers & Merchants Trust Company
California
$4.28M -$58.4K -267 -1%
EW
587
Evoke Wealth
California
$4.27M -$707K -3,234 -14%
AP
588
Adero Partners
California
$4.25M +$12.5K +57 +0.3%
CL
589
CPWM LLC
Washington
$4.25M +$18.6K +85 +0.4%
SWRP
590
Summit Wealth & Retirement Planning
California
$4.24M +$438K +2,000 +12%
CAGAS
591
Capital Advisory Group Advisory Services
Minnesota
$4.22M +$107K +489 +3%
PWP
592
Personal Wealth Partners
Minnesota
$4.2M -$241K -1,100 -5%
WCM
593
WealthBridge Capital Management
Ohio
$4.18M +$984K +4,497 +31%
HIS
594
Harvest Investment Services
Illinois
$4.15M -$153K -699 -4%
RCM
595
RB Capital Management
Nevada
$4.13M -$6.78K -31 -0.2%
SFG
596
Sunburst Financial Group
Alabama
$4.09M – – –
LF
597
LifeSteps Financial
California
$4.07M – – –
MWP
598
MYCIO Wealth Partners
Pennsylvania
$4.05M +$812K +3,712 +25%
PAM
599
Peak Asset Management
Colorado
$4.05M +$8.75K +40 +0.2%
BC
600
Bartlett & Co
Ohio
$4.04M -$401K -1,835 -9%
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