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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 %
CFA
1101
Carroll Financial Associates
North Carolina
$832K +$89.9K +392 +12%
PAM
1102
Private Asset Management
California
$830K +$7.11K +31 +0.9%
NB
1103
Northwest Bancshares
Pennsylvania
$827K – – –
PL
1104
Plancorp LLC
Missouri
$825K – – –
HFA
1105
High Falls Advisors
New York
$821K +$13.3K +58 +2%
W
1106
Wealthquest
Ohio
$817K – – –
FFG
1107
Fullen Financial Group
Ohio
$816K -$15.4K -67 -2%
AIS
1108
American Investment Services
Massachusetts
$813K -$21.8K -95 -3%
MKC
1109
M. Kraus & Co
Vermont
$811K +$78.5K +342 +11%
ACM
1110
AlphaStar Capital Management
North Carolina
$810K +$810K +3,649 New
APWA
1111
Atlas Private Wealth Advisors
New Jersey
$808K +$34K +148 +4%
FRA
1112
Frank Rimerman Advisors
California
$808K – – –
PHAM
1113
Palisades Hudson Asset Management
Florida
$807K -$11K -48 -1%
WAAG
1114
Wealth Alliance Advisory Group
Kansas
$807K -$8.25K -36 -1%
LJAC
1115
L.J. Altfest & Co
New York
$807K +$459 +2 +0.1%
MMHP
1116
Murphy Middleton Hinkle & Parker
Georgia
$805K +$459 +2 +0.1%
SDWMA
1117
Schneider Downs Wealth Management Advisors
Pennsylvania
$804K +$71.3K +311 +10%
NFG
1118
Nations Financial Group
Iowa
$803K -$70.7K -308 -8%
KPCM
1119
Kings Point Capital Management
New York
$802K – – –
B
1120
Bridgeworth
Alabama
$799K +$107K +465 +15%
PFC
1121
Poplar Forest Capital
California
$796K -$48.4K -211 -6%
SIS
1122
Sound Income Strategies
Florida
$795K +$550K +2,396 +224%
1CP
1123
17 Capital Partners
Arizona
$795K +$795K +3,468 New
RDFA
1124
Ritter Daniher Financial Advisory
Ohio
$794K -$38.3K -167 -5%
NG
1125
NWK Group
California
$794K +$9.4K +41 +1%
43 44
45
46 47