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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,815 hedge funds and large institutions have $75.1B invested in iShares Russell 2000 ETF in 2021 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 773 increasing their positions, 630 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,815
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
31.69%
Holding in Top 10
213
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-12.7%
% of All Funds
3.72%
New
137
Increased
773
Reduced
630
Closed
110
Calls
$20.7B
Puts
$54.1B
Net Calls
-$33.4B
Net Calls Change
+$96.1M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$605M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$597M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$573M
4
Bank of America
Bank of America
North Carolina
+$509M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$349M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$554M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$533M
3
BlackRock
BlackRock
New York
-$460M
4
Morgan Stanley
Morgan Stanley
New York
-$367M
5
HF
HRT Financial
New York
-$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
676
Cascadia Advisory Services
Oregon
$3.12M +$96.6K +421 +3%
CA
677
Continuum Advisory
Idaho
$3.11M +$818K +3,568 +36%
SHWM
678
Smith & Howard Wealth Management
Georgia
$3.09M -$67.7K -295 -2%
BAM
679
Berkshire Asset Management
Pennsylvania
$3.09M -$35.8K -156 -1%
AC
680
Aperimus Capital
California
$3.08M -$5.69M -24,800 -65%
AWM
681
Aprio Wealth Management
Georgia
$3.08M +$3.08M +13,441 New
B
682
Bailard
California
$3.06M -$80.7K -352 -3%
OPS
683
Orion Portfolio Solutions
Nebraska
$3.05M +$54.4K +237 +2%
OPWM
684
Oakwell Private Wealth Management
Texas
$3.05M +$49.5K +216 +2%
ATWA
685
Arbor Trust Wealth Advisors
Michigan
$3.02M +$459 +2 +0%
BRWA
686
B. Riley Wealth Advisors
Florida
$3.01M +$105K +461 +4%
DTC
687
Davidson Trust Company
Washington
$3.01M – – –
SG
688
StoneX Group
New York
$3M +$228K +992 +8%
ZCM
689
Ziegler Capital Management
Illinois
$2.99M -$166M -26,590 -98%
BFEC
690
Benjamin F. Edwards & Company
Missouri
$2.98M -$74.3K -324 -2%
LFAS
691
Level Four Advisory Services
Texas
$2.98M +$197K +858 +7%
EIA
692
Eldridge Investment Advisors
New Hampshire
$2.97M +$11.5K +50 +0.4%
IBOK
693
Independence Bank of Kentucky
Kentucky
$2.97M +$367K +1,602 +14%
FIA
694
Foundations Investment Advisors
Arizona
$2.97M +$297K +1,314 +11%
AWE
695
Avidian Wealth Enterprises
Texas
$2.95M +$108K +470 +4%
CC
696
Cedar Capital
Illinois
$2.95M -$3.19M -13,921 -52%
Zurich Cantonal Bank
697
Zurich Cantonal Bank
Switzerland
$2.92M -$703K -3,064 -19%
HI
698
HBK Investments
Texas
$2.9M +$2.9M +12,628 New
VWM
699
Valley Wealth Managers
New Jersey
$2.88M -$22.7K -99 -0.8%
Capstone Investment Advisors
700
Capstone Investment Advisors
New York
$2.87M -$19M -82,758 -87%
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