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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 %
DIA
826
Dana Investment Advisors
Wisconsin
$1.77M +$42.9K +196 +2%
BBNA
827
Bremer Bank National Association
Minnesota
$1.76M -$88.6K -405 -5%
KFS
828
Kaizen Financial Strategies
California
$1.75M +$1.75M +8,008 New
IWA
829
Intercontinental Wealth Advisors
Texas
$1.74M +$120K +547 +7%
AWM
830
Avior Wealth Management
Nebraska
$1.74M -$191K -874 -10%
CFO
831
Collective Family Office
Pennsylvania
$1.74M – – –
VA
832
Valmark Advisers
Ohio
$1.72M -$82.7K -378 -5%
CWM
833
Centric Wealth Management
Illinois
$1.72M +$10.1K +46 +0.6%
WDL
834
Well Done LLC
Michigan
$1.71M +$177K +809 +12%
MWA
835
Meridian Wealth Advisors
Texas
$1.7M +$5.47K +25 +0.3%
TI
836
Trexquant Investment
Connecticut
$1.7M +$715K +3,266 +73%
MAA
837
Matrix Asset Advisors
New York
$1.7M +$67.6K +309 +4%
SF
838
Summit Financial
New Jersey
$1.69M +$66.7K +305 +4%
TWM
839
Tradition Wealth Management
Minnesota
$1.69M -$18.8K -86 -1%
EPM
840
Equitec Proprietary Markets
Illinois
$1.68M +$1.68M +7,688 New
MOS
841
MGO One Seven
Ohio
$1.67M +$1.37M +6,022 +461%
LB
842
Legacy Bridge
Iowa
$1.67M +$18.2K +83 +1%
AIM
843
Alhambra Investment Management
Florida
$1.67M +$271K +1,240 +19%
MG
844
Mather Group
Illinois
$1.66M -$49K -224 -3%
PPP
845
Private Portfolio Partners
New Jersey
$1.66M +$195K +890 +13%
CCG
846
Chatham Capital Group
Georgia
$1.66M – – –
FA
847
Fagan Associates
New York
$1.65M -$14.2K -65 -0.9%
LAM
848
L2 Asset Management
Massachusetts
$1.64M +$1.64M +7,500 New
JGIA
849
Jackson Grant Investment Advisers
Connecticut
$1.64M +$6.34K +29 +0.4%
NPA
850
Nichols & Pratt Advisers
Massachusetts
$1.64M -$33.3K -150 -2%
32 33
34
35 36