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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 %
BCWM
601
Bartlett & Co Wealth Management
Ohio
$4.04M -$401K -1,835 -9%
VI
602
Vestcor Inc
New Brunswick, Canada
$4.04M -$1.97M -8,988 -33%
MAM
603
Madison Asset Management
Wisconsin
$4.03M +$201K +920 +5%
CWM
604
Chesapeake Wealth Management
Virginia
$3.97M -$191K -874 -5%
BFPW
605
BOK Financial Private Wealth
Colorado
$3.96M -$328K -1,500 -8%
MUAMU
606
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.94M – – –
EP
607
Edgestream Partners
New Jersey
$3.92M -$2.29M -10,489 -37%
MFA
608
Mayflower Financial Advisors
Massachusetts
$3.88M -$49.2K -218 -1%
HI
609
Harbour Investments
Wisconsin
$3.88M -$240K -1,096 -6%
ACM
610
AUA Capital Management
Pennsylvania
$3.87M -$3.06K -14 -0.1%
CA
611
Claro Advisors
Massachusetts
$3.83M +$376K +1,719 +11%
FPTW
612
Franklin, Parlapiano, Turner & Welch
Texas
$3.82M – – –
EWA
613
EP Wealth Advisors
California
$3.82M -$61.9K -283 -2%
IA
614
IFG Advisory
Georgia
$3.81M +$129K +591 +4%
HCM
615
Hollencrest Capital Management
California
$3.76M +$32.4K +148 +0.9%
RC
616
RegentAtlantic Capital
New Jersey
$3.73M -$64.3K -294 -2%
FWM
617
Frontier Wealth Management
Missouri
$3.72M +$99.5K +455 +3%
TWP
618
TFO Wealth Partners
Ohio
$3.7M – – –
MC
619
Mathes Company
New York
$3.7M -$798K -3,650 -18%
CCA
620
Column Capital Advisors
Indiana
$3.66M -$345K -1,579 -9%
AWA
621
Aaron Wealth Advisors
Illinois
$3.65M – – –
Kayne Anderson Rudnick Investment Management
622
Kayne Anderson Rudnick Investment Management
California
$3.64M +$1.54M +7,053 +73%
BHIA
623
Birch Hill Investment Advisors
Massachusetts
$3.62M -$33.7K -154 -0.9%
APG
624
Abacus Planning Group
South Carolina
$3.61M -$36.7K -168 -1%
NL
625
NWAM LLC
Washington
$3.6M +$145K +665 +4%
23 24
25
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