IWM icon

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 %
VWA
751
Visionary Wealth Advisors
Illinois
$2.36M +$150K +684 +7%
CCM
752
Channing Capital Management
Illinois
$2.36M -$3.63M -16,600 -61%
PP
753
Patten & Patten
Tennessee
$2.36M -$2.41K -11 -0.1%
QCG
754
Quadrant Capital Group
Ohio
$2.35M +$73.7K +337 +3%
LA
755
LVW Advisors
New York
$2.34M +$64.7K +296 +3%
KCM
756
Karp Capital Management
California
$2.34M +$390K +1,785 +20%
FB
757
Fulton Bank
Pennsylvania
$2.33M -$745K -3,405 -24%
ECM
758
Evergreen Capital Management
Washington
$2.33M +$529K +2,419 +29%
ST
759
Spinnaker Trust
Maine
$2.31M +$1.19M +5,441 +106%
PP
760
Pegasus Partners
Wisconsin
$2.3M +$542K +2,476 +31%
ST
761
Sabal Trust
Florida
$2.29M +$13.1K +60 +0.6%
ACM
762
Azimuth Capital Management
Michigan
$2.28M -$217K -993 -9%
PA
763
PFG Advisors
Arizona
$2.27M -$45.5K -208 -2%
IUHSA
764
Itau Unibanco Holding S.A.
Brazil
$2.25M -$21.9K -100 -1%
FWP
765
FAS Wealth Partners
Kansas
$2.25M -$4.16K -19 -0.2%
TPA
766
Trivium Point Advisory
Connecticut
$2.25M +$444K +1,989 +25%
FIA
767
Foundations Investment Advisors
Arizona
$2.24M -$654K -2,958 -23%
HIA
768
Harbor Investment Advisory
Maryland
$2.24M -$155K -708 -6%
PAM
769
PVG Asset Management
Colorado
$2.24M +$773K +3,533 +53%
MFG
770
MidWestOne Financial Group
Iowa
$2.24M -$15.3K -70 -0.7%
OPCM
771
Osborne Partners Capital Management
California
$2.24M +$215K +983 +11%
LNWTC
772
Laird Norton Wetherby Trust Company
Washington
$2.22M +$98.4K +450 +5%
SC
773
Savant Capital
Illinois
$2.21M +$370K +1,693 +20%
CG
774
Castellan Group
Kentucky
$2.21M -$109K -500 -5%
IF
775
Intrua Financial
Texas
$2.2M +$191K +853 +10%
29 30
31
32 33