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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 %
BA
651
Bristlecone Advisors
Washington
$3.3M +$1.6M +7,327 +95%
HCA
652
Harbour Capital Advisors
Virginia
$3.29M +$35K +160 +1%
LIA
653
LS Investment Advisors
Michigan
$3.28M -$328K -1,500 -9%
GCM
654
Granby Capital Management
Florida
$3.28M -$2.19M -10,000 -40%
CA
655
Capital Advantage
California
$3.27M -$3.94K -18 -0.1%
GLA
656
Good Life Advisors
Pennsylvania
$3.26M +$178K +814 +6%
PCIA
657
Prime Capital Investment Advisors
Kansas
$3.25M -$479K -2,190 -13%
EVM
658
Evelyn V. Moreno
$3.24M – – –
CF
659
Copperwynd Financial
Arizona
$3.24M +$1.69M +7,736 +109%
OPS
660
Orion Portfolio Solutions
Nebraska
$3.23M +$328K +1,501 +11%
CA
661
Continuum Advisory
Idaho
$3.23M +$263K +1,201 +9%
BWA
662
Beam Wealth Advisors
Louisiana
$3.21M +$5.47K +25 +0.2%
BAM
663
Bruderman Asset Management
New York
$3.21M +$3.21M +14,670 New
RIA
664
Regal Investment Advisors
Michigan
$3.18M +$114K +523 +4%
5L
665
55I LLC
Massachusetts
$3.17M +$1.45M +6,641 +85%
MCM
666
Maryland Capital Management
Maryland
$3.15M -$170K -776 -5%
MPPLM
667
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.15M -$2.44M -11,178 -44%
IMOV
668
Investment Management of Virginia
Virginia
$3.15M -$710K -3,247 -18%
FCM
669
Firestone Capital Management
Florida
$3.15M – – –
FEM
670
Fulcrum Equity Management
Texas
$3.14M +$2.54M +11,620 +426%
LNWWM
671
Laird Norton Wetherby Wealth Management
California
$3.14M +$427K +1,950 +16%
Fiera Capital (Canada)
672
Fiera Capital (Canada)
Quebec, Canada
$3.13M -$8.97K -41 -0.3%
GA
673
Geller Advisors
New York
$3.13M – – –
OBGC
674
O'Brien Greene & Co
Pennsylvania
$3.13M – – –
SIM
675
SSI Investment Management
California
$3.12M +$138K +630 +5%
25 26
27
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