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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 %
CWA
876
Centennial Wealth Advisory
Michigan
$1.53M +$127K +583 +9%
TI
877
Telemetry Investments
New York
$1.53M +$1.53M +7,000 New
BAMG
878
Brand Asset Management Group
Missouri
$1.53M -$19.5K -89 -1%
TH
879
TCTC Holdings
Texas
$1.53M +$208K +950 +16%
AIM
880
Allen Investment Management
New York
$1.53M – – –
MWM
881
Mattern Wealth Management
Kansas
$1.53M -$8.25M -37,701 -84%
NFG
882
Next Financial Group
Texas
$1.52M -$116K -532 -7%
RWA
883
Ropes Wealth Advisors
Massachusetts
$1.51M -$109K -497 -7%
PIMG
884
Patriot Investment Management Group
Tennessee
$1.51M – – –
DC
885
Davenport & Co
Virginia
$1.5M +$156K +712 +12%
CCA
886
Childress Capital Advisors
Texas
$1.5M – – –
BAM
887
Barrett Asset Management
New York
$1.49M – – –
MAM
888
Meeder Asset Management
Ohio
$1.49M -$134K -614 -8%
GC
889
Garde Capital
Washington
$1.48M -$4.81K -22 -0.3%
AHC
890
Adell Harriman & Carpenter
Texas
$1.47M -$111K -509 -7%
HSA
891
HBK Sorce Advisory
Pennsylvania
$1.47M -$84.4K -386 -5%
CIA
892
Choate Investment Advisors
Massachusetts
$1.47M -$636K -2,905 -30%
LK
893
Lumbard & Kellner
New Hampshire
$1.47M +$1.47M +6,710 New
RRA
894
Round Rock Advisors
Connecticut
$1.47M +$181K +826 +14%
AC
895
Alley Company
Illinois
$1.46M -$18.2K -83 -1%
SRC
896
Sage Rhino Capital
California
$1.46M – – –
LWCFA
897
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.46M -$28.4K -130 -2%
Credit Agricole
898
Credit Agricole
France
$1.45M -$8.06M -37,022 -85%
OIA
899
Optimum Investment Advisors
Illinois
$1.45M -$49.7K -227 -3%
CA
900
Cambridge Advisors
Nebraska
$1.44M – – –
34 35
36
37 38