IWM icon

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 %
QCM
1001
Quest Capital Management
Texas
$1.06M +$11.5K +50 +1%
GJIC
1002
Gamble Jones Investment Counsel
California
$1.06M -$11.5K -50 -1%
MPCG
1003
Matrix Private Capital Group
New York
$1.06M +$31.2K +136 +3%
KM
1004
Kalos Management
Georgia
$1.06M +$439K +1,977 +71%
EFS
1005
Essex Financial Services
Connecticut
$1.06M – – –
WPP
1006
Whalerock Point Partners
Rhode Island
$1.04M -$29.8K -130 -3%
GWS
1007
Glassman Wealth Services
Virginia
$1.04M +$42K +183 +4%
BBA
1008
Braun-Bostich & Associates
Pennsylvania
$1.04M +$1.04M +4,541 New
AIM
1009
AMI Investment Management
Indiana
$1.04M – – –
NIM
1010
Nicollet Investment Management
Minnesota
$1.03M – – –
TI
1011
Trexquant Investment
Connecticut
$1.03M +$1.03M +4,491 New
OWA
1012
Outlook Wealth Advisors
Texas
$1.03M -$48.4K -211 -5%
CFG
1013
Cooper Financial Group
California
$1.03M -$37.8K -165 -4%
ARC
1014
Advisor Resource Council
Texas
$1.02M +$1.02M +4,465 New
BOS
1015
Bingham Osborn & Scarborough
California
$1.02M -$36.5K -159 -3%
AWM
1016
AAF Wealth Management
Massachusetts
$1.02M -$294K -1,279 -22%
GFS
1017
GYL Financial Synergies
Connecticut
$1.02M +$9.17K +40 +0.9%
SCA
1018
Snowden Capital Advisors
New York
$1.01M +$358K +1,563 +55%
SC
1019
SouthState Corp
Florida
$1M +$260K +1,135 +35%
MCM
1020
Mainstay Capital Management
Michigan
$997K -$1.15K -5 -0.1%
FF
1021
Friedenthal Financial
New Jersey
$995K +$534K +2,328 +116%
VR
1022
Viridian RIA
Washington
$993K -$1M – –
PWLP
1023
Prio Wealth Limited Partnership
Massachusetts
$986K – – –
ECM
1024
Elgethun Capital Management
South Dakota
$986K +$3.21K +14 +0.3%
CHJWM
1025
Carlton Hofferkamp & Jenks Wealth Management
Texas
$983K -$8.6K -40 -0.9%
39 40
41
42 43