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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 %
CAM
626
Cozad Asset Management
Illinois
$3.59M -$165K -755 -4%
FA
627
Fermata Advisors
California
$3.58M -$508K -2,321 -12%
SIC
628
Salem Investment Counselors
North Carolina
$3.57M +$31.7K +145 +0.9%
BWM
629
BT Wealth Management
Georgia
$3.56M -$523K -2,391 -13%
FSWA
630
Financial Synergies Wealth Advisors
Texas
$3.54M -$96.3K -440 -3%
FFG
631
Ford Financial Group
California
$3.51M +$107K +489 +3%
LWM
632
Lyell Wealth Management
California
$3.5M +$291K +1,332 +9%
FC
633
FCA Corp
Texas
$3.48M +$241K +1,104 +7%
EVM
634
Eaton Vance Management
Massachusetts
$3.47M -$64K -305 -2%
IMC Chicago
635
IMC Chicago
Illinois
$3.47M +$3.47M +15,846 New
FMWA
636
Forvis Mazars Wealth Advisors
Missouri
$3.46M +$52.9K +242 +2%
NHC
637
Nicholas Hoffman & Company
Georgia
$3.44M +$128K +584 +4%
BRWA
638
B. Riley Wealth Advisors
Florida
$3.42M +$509K +2,308 +17%
WB
639
Webster Bank
Connecticut
$3.41M +$5.25K +24 +0.2%
CIC
640
Carnegie Investment Counsel
Ohio
$3.41M +$128K +586 +4%
LIA
641
LSP Investment Advisors
New York
$3.39M +$3.39M +15,500 New
IBOK
642
Independence Bank of Kentucky
Kentucky
$3.38M +$547K +2,501 +19%
FIM
643
Fernwood Investment Management
Massachusetts
$3.37M +$49.7K +227 +1%
EWM
644
Evermay Wealth Management
Virginia
$3.37M -$126K -577 -4%
VCM
645
Vision Capital Management
Oregon
$3.37M – – –
WPW
646
Waldron Private Wealth
Pennsylvania
$3.36M +$2.16M +9,864 +179%
OPWM
647
Oxinas Partners Wealth Management
Indiana
$3.35M -$1.16M -5,311 -26%
BIAS
648
Beacon Investment Advisory Services
New Jersey
$3.35M -$181K -828 -5%
TAM
649
Tocqueville Asset Management
New York
$3.33M +$72.6K +332 +2%
AFM
650
Abbot Financial Management
Massachusetts
$3.31M +$51.4K +235 +2%
24 25
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