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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 %
MIM
1051
Montgomery Investment Management
Maryland
$917K – – –
SWM
1052
SigFig Wealth Management
California
$917K +$50.2K +219 +6%
GP
1053
Geneva Partners
Wisconsin
$917K +$69.5K +303 +8%
GH
1054
GAM Holding
Switzerland
$915K +$78.4K +342 +9%
APW
1055
Acima Private Wealth
Virginia
$914K – – –
NWM
1056
Northwest Wealth Management
Iowa
$913K -$6.88K -30 -0.7%
SWA
1057
Sightline Wealth Advisors
Connecticut
$913K +$24.8K +108 +3%
PMG
1058
Private Management Group
California
$911K -$7.34K -32 -0.8%
JWS
1059
Juncture Wealth Strategies
Arizona
$909K -$7.38M -33,139 -89%
AWM
1060
Avitas Wealth Management
California
$909K +$12.4K +54 +1%
CPA
1061
Clear Perspective Advisors
Illinois
$906K +$906K +3,948 New
WPC
1062
White Pine Capital
Minnesota
$902K +$64.6K +292 +8%
BIA
1063
Bigelow Investment Advisors
Maine
$901K – – –
SWM
1064
Segment Wealth Management
Texas
$899K – – –
BWA
1065
Bordeaux Wealth Advisors
California
$897K – – –
HPWM
1066
Highland Private Wealth Management
Washington
$894K -$12.2K -53 -1%
MSFS
1067
Main Street Financial Solutions
Pennsylvania
$894K +$229 +1 +0%
Fisher Asset Management
1068
Fisher Asset Management
Washington
$893K +$364K +1,589 +69%
TCM
1069
Triumph Capital Management
Colorado
$891K +$891K +4,069 New
22CM
1070
20/20 Capital Management
California
$886K +$2.52K +11 +0.3%
CAAS
1071
Capital Asset Advisory Services
Michigan
$883K -$2.52K -11 -0.3%
CIAS
1072
Capital Investment Advisory Services
North Carolina
$881K – – –
T
1073
TRUADVICE
Florida
$880K +$880K +4,044 New
RT
1074
Rockland Trust
Massachusetts
$877K -$152K -665 -15%
PCG
1075
Private Capital Group
Connecticut
$875K -$40.4K -176 -4%
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