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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 %
SFA
726
Seneca Financial Advisors
New York
$2.61M +$38.8K +169 +2%
LIM
727
Leavell Investment Management
Alabama
$2.59M – – –
PCMK
728
Paragon Capital Management (Kansas)
Kansas
$2.59M +$459 +2 +0%
ST
729
Sageworth Trust
Pennsylvania
$2.57M – – –
T. Rowe Price Associates
730
T. Rowe Price Associates
Maryland
$2.57M +$744K +3,244 +41%
HB
731
Homrich & Berg
Georgia
$2.56M +$46.8K +204 +2%
OIA
732
OneDigital Investment Advisors
Kansas
$2.53M +$499K +2,177 +25%
VCM
733
Vivaldi Capital Management
Illinois
$2.52M +$442 +2 +0%
PWG
734
Private Wealth Group
Florida
$2.52M +$149K +650 +6%
HIA
735
Harbor Investment Advisory
Maryland
$2.51M -$27.1K -118 -1%
SSB
736
Sandy Spring Bank
Maryland
$2.49M -$186K -813 -7%
CG
737
Caprock Group
Idaho
$2.49M +$214K +931 +9%
PP
738
Patten & Patten
Tennessee
$2.48M -$46.8K -204 -2%
PA
739
PFG Advisors
Arizona
$2.43M -$253K -1,103 -9%
CG
740
Castellan Group
Kentucky
$2.43M – – –
WA
741
Wealthstar Advisors
Texas
$2.42M +$2.42M +10,528 New
BSG
742
Black Swift Group
Colorado
$2.41M +$2.29M +10,000 +2,000%
QCG
743
Quadrant Capital Group
Ohio
$2.39M +$1.18M +5,150 +98%
ST
744
Sabal Trust
Florida
$2.39M +$5.73K +25 +0.2%
LA
745
LVW Advisors
New York
$2.39M -$476K -2,075 -17%
IUHSA
746
Itau Unibanco Holding S.A.
Brazil
$2.39M +$987K +4,303 +71%
CI
747
CX Institutional
Indiana
$2.39M +$2.36M +10,307 +10,965%
FWP
748
FAS Wealth Partners
Kansas
$2.36M -$152K -663 -6%
MFG
749
MidWestOne Financial Group
Iowa
$2.36M -$61.5K -268 -3%
KPWS
750
Kestra Private Wealth Services
Texas
$2.36M +$68.6K +299 +3%
28 29
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