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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 %
FBFS
1026
First Business Financial Services
Wisconsin
$975K +$440K +2,013 +82%
AIC
1027
Ayalon Insurance Company
Israel
$969K -$3.67M -16,477 -79%
AWM
1028
AAF Wealth Management
Massachusetts
$969K -$1.97K -9 -0.2%
LOPW
1029
Live Oak Private Wealth
North Carolina
$967K +$556K +2,541 +135%
GP
1030
Geneva Partners
Wisconsin
$963K +$88.2K +403 +10%
TLFA
1031
True Link Financial Advisors
California
$961K +$750K +3,430 +355%
SWM
1032
Sugarloaf Wealth Management
Georgia
$959K +$20.8K +95 +2%
IAIM
1033
International Assets Investment Management
Florida
$959K +$128K +583 +15%
DLCIG
1034
D.L. Carlson Investment Group
New Hampshire
$959K +$485K +2,217 +102%
SCA
1035
Snowden Capital Advisors
New York
$957K -$5.25K -24 -0.5%
CPA
1036
Clear Perspective Advisors
Illinois
$954K +$90.5K +414 +10%
PWLP
1037
Prio Wealth Limited Partnership
Massachusetts
$941K – – –
ECM
1038
Elgethun Capital Management
South Dakota
$940K – – –
AWM
1039
Apollon Wealth Management
South Carolina
$938K +$123K +563 +15%
VWM
1040
Venturi Wealth Management
Texas
$936K -$1.31K -6 -0.1%
WCG
1041
Weaver Consulting Group
California
$935K +$135K +616 +17%
GFS
1042
GYL Financial Synergies
Connecticut
$933K -$36.6K -167 -4%
RPGK
1043
Retirement Planning Group (Kansas)
Kansas
$928K +$8.97K +41 +1%
PMG
1044
ProVise Management Group
Florida
$926K -$171K -784 -16%
DWP
1045
Destiny Wealth Partners
Florida
$920K -$178K -813 -16%
LC
1046
LCNB Corp
Ohio
$918K +$197K +900 +27%
HCM
1047
HM Capital Management
Missouri
$916K -$875 -4 -0.1%
SWA
1048
Stratos Wealth Advisors
Ohio
$913K -$3.69M -16,889 -80%
CPO
1049
Cerity Partners OCIO
New York
$913K -$880K -4,019 -49%
OWA
1050
Outlook Wealth Advisors
Texas
$913K -$65.2K -298 -7%
40 41
42
43 44