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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 %
9WM
1076
9258 Wealth Management
Ohio
$860K +$122K +558 +17%
SWM
1077
Segment Wealth Management
Texas
$858K – – –
ZCA
1078
Zeke Capital Advisors
Pennsylvania
$857K +$360K +1,645 +72%
IP
1079
Investment Partners
Ohio
$855K -$255K -1,164 -23%
BAS
1080
Brown Advisory Securities
Maryland
$849K -$76.1K -348 -8%
PMG
1081
Private Management Group
California
$849K -$20.1K -92 -2%
MWM
1082
Minot Wealth Management
Massachusetts
$842K +$219 +1 +0%
PCG
1083
Private Capital Group
Connecticut
$841K +$6.13K +28 +0.7%
BTW
1084
Boston Trust Walden
Massachusetts
$834K +$4.6K +21 +0.6%
SWM
1085
SigFig Wealth Management
California
$832K -$43.3K -198 -5%
QCM
1086
Quest Capital Management
Texas
$831K -$184K -840 -18%
IIC
1087
Integrated Investment Consultants
Michigan
$829K – – –
WFA
1088
Wade Financial Advisory
California
$829K – – –
KAH
1089
Kathryn A. Hall
$828K – – –
AAM
1090
Ameraudi Asset Management
New York
$826K -$3.94K -18 -0.5%
CHA
1091
Cooper/Haims Advisors
New York
$825K – – –
NB
1092
Northwest Bancshares
Pennsylvania
$825K +$36.8K +168 +5%
CST
1093
Charles Schwab Trust
Nevada
$824K +$824K +3,767 New
SDWMA
1094
Schneider Downs Wealth Management Advisors
Pennsylvania
$823K +$56.4K +258 +7%
AWP
1095
Abacus Wealth Partners
California
$821K +$288K +1,318 +54%
GWS
1096
Glassman Wealth Services
Virginia
$821K -$173K -790 -17%
HPWM
1097
Highland Private Wealth Management
Washington
$821K -$31.5K -144 -4%
WP
1098
WealthSource Partners
California
$818K +$106K +486 +15%
WA
1099
Wealth Architects
California
$817K +$163K +746 +25%
TCM
1100
Triumph Capital Management
Colorado
$816K -$73.7K -337 -8%
42 43
44
45 46