IWM icon

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 %
LFG
1051
Larson Financial Group
Missouri
$912K +$35.2K +161 +4%
TC
1052
TownSquare Capital
Utah
$907K +$4.59K +21 +0.5%
BFA
1053
Bragg Financial Advisors
North Carolina
$905K -$3.28K -15 -0.4%
BFC
1054
Bedel Financial Consulting
Indiana
$903K – – –
SWA
1055
Sutton Wealth Advisors
Florida
$902K – – –
CIM
1056
CIM Investment Management
Pennsylvania
$902K – – –
RTL
1057
Red Tortoise LLC
Georgia
$902K +$902K +5,472 New
SFG
1058
StrategIQ Financial Group
Indiana
$901K +$67.8K +310 +8%
CCM
1059
Compton Capital Management
Rhode Island
$897K – – –
BIA
1060
Bigelow Investment Advisors
Maine
$895K +$35K +160 +4%
BMCM
1061
Bryn Mawr Capital Management
Pennsylvania
$893K -$4.38K -20 -0.5%
WPC
1062
White Pine Capital
Minnesota
$891K -$1.09K -5 -0.1%
MSFS
1063
Main Street Financial Solutions
Pennsylvania
$883K +$30.4K +139 +4%
ARC
1064
Advisor Resource Council
Texas
$880K -$98.6K -450 -10%
SGCA
1065
Steel Grove Capital Advisors
Tennessee
$877K +$877K +4,008 New
MIM
1066
Montgomery Investment Management
Maryland
$875K – – –
GH
1067
GAM Holding
Switzerland
$873K – – –
NWM
1068
Northwest Wealth Management
Iowa
$871K +$219 +1 +0%
MCM
1069
Mainstay Capital Management
Michigan
$870K -$80.7K -369 -8%
CFFP
1070
Center for Financial Planning
Michigan
$870K -$23.8K -109 -3%
VCP
1071
Vista Capital Partners
Oregon
$866K +$579K +2,646 +202%
CAAS
1072
Capital Asset Advisory Services
Michigan
$864K +$21.9K +100 +3%
ACM
1073
Advisors Capital Management
New Jersey
$864K +$192K +879 +29%
AWM
1074
Avitas Wealth Management
California
$862K -$5.69K -26 -0.7%
JWS
1075
Juncture Wealth Strategies
Arizona
$860K -$33.7K -154 -4%
41 42
43
44 45