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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 %
UBV
1101
United Bank (Virginia)
Virginia
$815K – – –
WCM
1102
Washburn Capital Management
Florida
$813K -$656 -3 -0.1%
EK
1103
Evensky & Katz
Florida
$812K -$21K -96 -3%
BWM
1104
Baystate Wealth Management
Massachusetts
$811K +$460K +2,101 +131%
SWA
1105
Sightline Wealth Advisors
Connecticut
$805K -$65.9K -301 -8%
APWA
1106
Atlas Private Wealth Advisors
New Jersey
$800K +$29.1K +133 +4%
DCM
1107
Donaldson Capital Management
Indiana
$796K -$21.9K -100 -3%
BWA
1108
Bordeaux Wealth Advisors
California
$795K -$60.2K -275 -7%
NFG
1109
Nations Financial Group
Iowa
$795K +$29.7K +136 +4%
APW
1110
Acima Private Wealth
Virginia
$793K -$79K -361 -9%
CFA
1111
Carroll Financial Associates
North Carolina
$793K – – –
NL
1112
Navalign LLC
California
$789K -$5.03K -23 -0.6%
GT
1113
Greenleaf Trust
Michigan
$788K -$25.2K -115 -3%
PAM
1114
Private Asset Management
California
$787K -$4.16K -19 -0.5%
GSWM
1115
Golden State Wealth Management
California
$787K +$80.5K +368 +11%
NGA
1116
Naples Global Advisors
Florida
$786K +$120K +550 +18%
BCM
1117
BTR Capital Management
California
$783K -$21.9K -100 -3%
AIS
1118
American Investment Services
Massachusetts
$782K +$7.43K +34 +1%
VAM
1119
Verity Asset Management
North Carolina
$780K -$1.15M -5,274 -60%
W
1120
Wealthquest
Ohio
$779K – – –
FRA
1121
Frank Rimerman Advisors
California
$777K +$6.56K +30 +0.9%
MSCM
1122
McElhenny Sheffield Capital Management
Texas
$777K +$777K +3,554 New
MFG
1123
Magnus Financial Group
New York
$774K -$255K -1,166 -25%
MKC
1124
M. Kraus & Co
Vermont
$773K – – –
IP
1125
Intellectus Partners
California
$772K -$21.7K -99 -3%
43 44
45
46 47