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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 %
OCG
676
Opus Capital Group
Ohio
$3.12M +$45.5K +208 +1%
LWANC
677
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.12M +$71.8K +328 +2%
DIP
678
DT Investment Partners
Pennsylvania
$3.12M – – –
OIA
679
OneDigital Investment Advisors
Kansas
$3.12M +$701K +3,204 +29%
Two Sigma Investments
680
Two Sigma Investments
New York
$3.1M -$21M -95,788 -87%
BFG
681
Bouchey Financial Group
New York
$3.1M +$5.47K +25 +0.2%
DKCM
682
Davidson Kempner Capital Management
New York
$3.08M +$3.08M +14,081 New
CWA
683
Capital Wealth Alliance
Arizona
$3.07M +$95K +422 +3%
KPWS
684
Kestra Private Wealth Services
Texas
$3.07M +$818K +3,738 +36%
VCM
685
Verger Capital Management
North Carolina
$3.05M +$9.19K +42 +0.3%
PBF
686
Petix & Botte Financial
California
$3M +$1.2M +5,498 +67%
GWCM
687
Godshalk Welsh Capital Management
Pennsylvania
$3M +$40.5K +185 +1%
SHWM
688
Smith & Howard Wealth Management
Georgia
$2.99M +$37.2K +170 +1%
LBD
689
Landsberg Bennett & Dubbaneh
Florida
$2.96M +$2.58M +11,605 +679%
DI
690
Disciplined Investments
Oklahoma
$2.95M -$27.1K -124 -0.9%
GW
691
GW & Wade
Massachusetts
$2.94M -$85.8K -392 -3%
EC
692
Engaged Capital
California
$2.93M -$4.57M -20,900 -61%
ACM
693
Atlanta Capital Management
Georgia
$2.93M +$2.45M +11,199 +512%
HWMA
694
Heritage Wealth Management (Arizona)
Arizona
$2.93M +$1.04M +4,767 +55%
CC
695
Cedar Capital
Illinois
$2.91M +$105K +480 +4%
BAM
696
Berkshire Asset Management
Pennsylvania
$2.91M -$36.5K -167 -1%
PWM
697
Provident Wealth Management
Tennessee
$2.91M +$262K +1,200 +10%
B
698
Bailard
California
$2.88M -$31.7K -145 -1%
CW
699
CreativeOne Wealth
Kansas
$2.87M -$357K -1,637 -11%
DTC
700
Davidson Trust Company
Washington
$2.87M – – –
26 27
28
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