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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,814 hedge funds and large institutions have $72.9B invested in iShares Russell 2000 ETF in 2021 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 690 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+70
Holders Change %
+4.01%
% of All Funds
31.94%
Holding in Top 10
244
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+14.02%
% of All Funds
4.3%
New
201
Increased
690
Reduced
668
Closed
114
Calls
$25B
Puts
$58.4B
Net Calls
-$33.5B
Net Calls Change
-$2.85B

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.75B
2
Morgan Stanley
Morgan Stanley
New York
+$1.63B
3
Bank of America
Bank of America
North Carolina
+$1.59B
4
Wells Fargo
Wells Fargo
California
+$1.26B
5
Goldman Sachs
Goldman Sachs
New York
+$719M

Top Sellers

1
Citigroup
Citigroup
New York
-$722M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$667M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$553M
4
Millennium Management
Millennium Management
New York
-$514M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$406M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
701
Channing Capital Management
Illinois
$2.98M +$331K +1,500 +13%
GIA
702
Gladstone Institutional Advisory
Florida
$2.98M +$1.11M +5,005 +59%
CW
703
CreativeOne Wealth
Kansas
$2.96M +$851K +3,853 +40%
BFEC
704
Benjamin F. Edwards & Company
Missouri
$2.95M -$113K -513 -4%
DHFB
705
Dixon Hubard Feinour & Brown
Virginia
$2.93M +$1.21M +6,758 +70%
PP
706
Paloma Partners
Connecticut
$2.93M +$2.93M +13,269 New
MWP
707
MYCIO Wealth Partners
Pennsylvania
$2.93M +$1.97M +8,894 +205%
DI
708
Disciplined Investments
Oklahoma
$2.92M -$153K -694 -5%
ATWA
709
Arbor Trust Wealth Advisors
Michigan
$2.91M +$29.8K +135 +1%
CAS
710
Cascadia Advisory Services
Oregon
$2.91M +$2.91M +13,164 New
DTC
711
Davidson Trust Company
Washington
$2.89M – – –
Wealth Enhancement Advisory Services
712
Wealth Enhancement Advisory Services
Minnesota
$2.89M +$185K +827 +7%
OPWM
713
Oakwell Private Wealth Management
Texas
$2.89M +$94.1K +426 +3%
OPS
714
Orion Portfolio Solutions
Nebraska
$2.88M -$6.54M -29,618 -69%
EIA
715
Eldridge Investment Advisors
New Hampshire
$2.85M +$53K +240 +2%
IG
716
ING Group
Netherlands
$2.79M -$915K -4,143 -25%
VWM
717
Valley Wealth Managers
New Jersey
$2.79M -$38.2K -173 -1%
HCMT
718
Highland Capital Management (Tennessee)
Tennessee
$2.79M -$111K -504 -4%
PFWA
719
Paces Ferry Wealth Advisors
Georgia
$2.78M -$71.8K -325 -3%
GWCM
720
Godshalk Welsh Capital Management
Pennsylvania
$2.77M +$22.1K +100 +0.8%
SCA
721
Sage Capital Advisors
South Dakota
$2.77M +$363K +1,641 +15%
LA
722
LVW Advisors
New York
$2.76M – – –
BRWA
723
B. Riley Wealth Advisors
Florida
$2.76M +$78.4K +362 +3%
AWE
724
Avidian Wealth Enterprises
Texas
$2.74M -$5.75K -26 -0.2%
ECM
725
Evergreen Capital Management
Washington
$2.74M -$50.2K -227 -2%
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