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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
+$1.75B
2
Morgan Stanley
Morgan Stanley
New York
+$1.63B
3
Bank of America
Bank of America
North Carolina
+$1.59B
4
Wells Fargo
Wells Fargo
California
+$1.26B
5
Goldman Sachs
Goldman Sachs
New York
+$719M

Top Sellers

1
Citigroup
Citigroup
New York
-$722M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$667M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$553M
4
Millennium Management
Millennium Management
New York
-$514M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$406M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
601
Peak Asset Management
Colorado
$4.07M -$144K -650 -3%
Fiera Capital (Canada)
602
Fiera Capital (Canada)
Quebec, Canada
$4.07M -$1.2M -5,432 -23%
PMA
603
Prudent Man Advisors
Illinois
$4.07M -$532K -2,407 -12%
MFG
604
Merit Financial Group
Georgia
$4.06M +$1.31M +5,907 +47%
FF
605
Fluent Financial
Texas
$4.03M – – –
EW
606
Evoke Wealth
California
$4.03M +$3.55M +16,075 +750%
CAC
607
Certified Advisory Corp
Florida
$4.02M +$4.02M +18,173 New
HI
608
Harbour Investments
Wisconsin
$4.01M +$4.01M +18,165 New
AIM
609
Arcadia Investment Management
Michigan
$4.01M +$363K +1,644 +10%
SWM
610
Spire Wealth Management
Virginia
$4M +$4M +20,808 New
FWM
611
FFT Wealth Management
Pennsylvania
$3.99M – – –
LF
612
LifeSteps Financial
California
$3.98M +$59.4K +269 +2%
APG
613
Abacus Planning Group
South Carolina
$3.97M -$82.9K -375 -2%
SWRP
614
Summit Wealth & Retirement Planning
California
$3.97M -$139K -631 -3%
AIA
615
Alera Investment Advisors
Illinois
$3.96M +$608K +2,750 +18%
SPFA
616
Summit Place Financial Advisors
New Jersey
$3.92M +$812K +3,675 +26%
ACM
617
AUA Capital Management
Pennsylvania
$3.91M +$474K +2,143 +14%
BWA
618
Beam Wealth Advisors
Louisiana
$3.91M +$84.8K +384 +2%
IAN
619
Integrated Advisors Network
Texas
$3.88M +$1.03M +4,663 +36%
MFA
620
Mayflower Financial Advisors
Massachusetts
$3.88M -$141K -640 -4%
FPTW
621
Franklin, Parlapiano, Turner & Welch
Texas
$3.85M – – –
RC
622
RegentAtlantic Capital
New Jersey
$3.85M -$530K -2,398 -12%
SSWM
623
Sheets Smith Wealth Management
North Carolina
$3.84M +$1.88M +8,492 +95%
HCM
624
Hollencrest Capital Management
California
$3.84M -$82.9K -375 -2%
EWA
625
EP Wealth Advisors
California
$3.83M +$238K +1,077 +7%
23 24
25
26 27