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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 %
Financial Engines Advisors
1026
Financial Engines Advisors
California
$1.03M -$14.8K -67 -1%
BFM
1027
Broadview Financial Management
Wisconsin
$1.02M -$309K -1,399 -23%
CFG
1028
Cooper Financial Group
California
$1.02M +$336K +1,519 +49%
IFWM
1029
Institute for Wealth Management
Colorado
$1.02M -$640K -2,898 -38%
CBT
1030
Capital Bank & Trust
California
$1.02M +$564K +2,551 +123%
BOS
1031
Bingham Osborn & Scarborough
California
$1.02M +$7.96K +36 +0.8%
PCM
1032
Prelude Capital Management
New York
$1.02M -$34.3M -155,411 -97%
MC
1033
Moors & Cabot
Massachusetts
$1.02M +$28.3K +128 +3%
PMFA
1034
Plante Moran Financial Advisors
Michigan
$1.02M -$119K -538 -10%
MWM
1035
Moulton Wealth Management
Washington
$1.01M +$1.01M +4,520 New
QCM
1036
Quest Capital Management
Texas
$1.01M -$1.62M -7,355 -62%
EWM
1037
Empirical Wealth Management
Washington
$1.01M -$259K -1,174 -20%
VR
1038
Viridian RIA
Washington
$1M -$888K -4,527 Closed
AIM
1039
AMI Investment Management
Indiana
$1M – – –
GL
1040
Graypoint LLC
New York
$996K +$160K +725 +19%
NIM
1041
Nicollet Investment Management
Minnesota
$995K – – –
RT
1042
Rockland Trust
Massachusetts
$992K +$4.86K +22 +0.5%
MPCG
1043
Matrix Private Capital Group
New York
$992K +$115K +520 +13%
EWA
1044
Exencial Wealth Advisors
Oklahoma
$977K +$186K +844 +24%
DWP
1045
Destiny Wealth Partners
Florida
$974K +$30.9K +140 +3%
Q
1046
QVR
California
$972K +$972K +4,400 New
GFS
1047
GYL Financial Synergies
Connecticut
$970K +$4.86K +22 +0.5%
GWS
1048
Glassman Wealth Services
Virginia
$963K -$199K -900 -17%
MCM
1049
Mainstay Capital Management
Michigan
$962K +$86K +389 +10%
BA
1050
Birinyi Associates
Connecticut
$962K +$962K +4,355 New
40 41
42
43 44