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 %
VWM
1026
Venturi Wealth Management
Texas
$983K +$5.97K +26 +0.6%
SWM
1027
Sugarloaf Wealth Management
Georgia
$983K +$972K +4,239 +8,651%
Vontobel Holding
1028
Vontobel Holding
Switzerland
$975K -$395K -1,724 -29%
BAS
1029
Brown Advisory Securities
Maryland
$970K -$7.57K -33 -0.8%
GVAG
1030
Great Valley Advisor Group
Delaware
$967K +$438K +1,919 +83%
RPGK
1031
Retirement Planning Group (Kansas)
Kansas
$964K +$44.3K +193 +5%
PCP
1032
Proficio Capital Partners
Massachusetts
$962K -$150K -655 -14%
HCM
1033
HM Capital Management
Missouri
$961K -$7.34K -32 -0.8%
FG
1034
Fiduciary Group
Georgia
$958K +$37.7K +173 +4%
ACP
1035
Aveo Capital Partners
Colorado
$958K +$349K +1,522 +57%
G
1036
GenTrust
Florida
$954K +$229 +1 +0%
BFA
1037
Bragg Financial Advisors
North Carolina
$953K -$159K -692 -14%
MC
1038
Moors & Cabot
Massachusetts
$951K -$108K -469 -10%
BFC
1039
Bedel Financial Consulting
Indiana
$946K +$53.7K +234 +6%
SWA
1040
Sutton Wealth Advisors
Florida
$946K +$459 +2 +0%
CIM
1041
CIM Investment Management
Pennsylvania
$945K -$492K -2,146 -34%
BMCM
1042
Bryn Mawr Capital Management
Pennsylvania
$941K +$44.1K +192 +5%
CCM
1043
Compton Capital Management
Rhode Island
$940K -$34.4K -150 -4%
CS
1044
Cannell & Spears
New York
$940K -$17.4K -76 -2%
CFFP
1045
Center for Financial Planning
Michigan
$937K – – –
TC
1046
TownSquare Capital
Utah
$932K +$76.8K +340 +9%
EWA
1047
Exencial Wealth Advisors
Oklahoma
$931K -$83.5K -364 -8%
BA
1048
Bridgewater Advisors
New York
$931K +$931K +4,059 New
SWM
1049
SeaCrest Wealth Management
New York
$920K +$300K +1,307 +48%
LFG
1050
Larson Financial Group
Missouri
$919K +$53K +231 +6%
40 41
42
43 44