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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 %
PWM
751
Provident Wealth Management
Tennessee
$2.51M -$250K -1,133 -9%
HTC
752
Haverford Trust Company
Pennsylvania
$2.51M – – –
IBOK
753
Independence Bank of Kentucky
Kentucky
$2.51M +$461K +2,087 +23%
LWAC
754
Laurel Wealth Advisors (California)
California
$2.5M +$66.7K +302 +3%
SFA
755
Seneca Financial Advisors
New York
$2.47M -$253K -1,145 -9%
ST
756
Sageworth Trust
Pennsylvania
$2.47M -$2.89M -13,098 -54%
FCH
757
Freestone Capital Holdings
Washington
$2.45M +$2.21K +10 +0.1%
HIA
758
Harbor Investment Advisory
Maryland
$2.44M +$25K +113 +1%
PP
759
Patten & Patten
Tennessee
$2.43M +$239K +1,080 +11%
LL
760
LPWM LLC
Minnesota
$2.43M +$75.6K +338 +3%
FWP
761
FAS Wealth Partners
Kansas
$2.42M +$46.4K +210 +2%
HB
762
Homrich & Berg
Georgia
$2.42M -$109K -495 -4%
BCI
763
Brinker Capital Investments
Pennsylvania
$2.41M +$2.41M +10,890 New
TAM
764
Tocqueville Asset Management
New York
$2.38M +$1.89M +8,575 +394%
CG
765
Castellan Group
Kentucky
$2.34M +$2.34M +10,600 New
TCBWMS
766
Texas Capital Bank Wealth Management Services
Texas
$2.34M +$686K +3,106 +42%
MFG
767
MidWestOne Financial Group
Iowa
$2.33M – – –
LNWWM
768
Laird Norton Wetherby Wealth Management
California
$2.31M -$341K -1,545 -13%
LNWTC
769
Laird Norton Wetherby Trust Company
Washington
$2.3M +$138K +695 +6%
ST
770
Sabal Trust
Florida
$2.3M – – –
PWG
771
Private Wealth Group
Florida
$2.28M +$339K +1,535 +17%
SIAM
772
Sterling Investment Advisors (Missouri)
Missouri
$2.27M -$339K -1,533 -13%
CPO
773
Cerity Partners OCIO
New York
$2.26M -$367K -1,659 -14%
CA
774
Continuum Advisory
Idaho
$2.24M -$2.69K -12 -0.1%
APA
775
Allegiant Private Advisors
Florida
$2.22M – – –
29 30
31
32 33