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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 %
CWM
1126
Concentric Wealth Management
California
$793K +$26.2K +114 +3%
MMA
1127
Miracle Mile Advisors
California
$789K -$302K -1,318 -28%
MCM
1128
Mengis Capital Management
Oregon
$787K -$3.44K -15 -0.4%
EB
1129
Eastern Bank
Massachusetts
$785K -$349K -1,520 -31%
VCAM
1130
Van Cleef Asset Management
Ohio
$783K – – –
PTC
1131
Philadelphia Trust Company
Pennsylvania
$780K +$277K +1,205 +55%
FPCM
1132
Financial Partners Capital Management
New York
$779K – – –
RMAM
1133
Raab & Moskowitz Asset Management
New Jersey
$779K – – –
PFGIA
1134
Patriot Financial Group Insurance Agency
Massachusetts
$776K +$307K +1,340 +66%
TIA
1135
Tiemann Investment Advisors
California
$775K +$229 +1 +0%
9WM
1136
9258 Wealth Management
Ohio
$774K -$119K -520 -13%
DP
1137
Denver PWM
Colorado
$773K -$55.8K -242 -7%
NSIM
1138
North Star Investment Management
Illinois
$770K -$10.3K -45 -1%
SSW
1139
Smith Shellnut Wilson
Mississippi
$769K -$103K -450 -12%
Koshinski Asset Management
1140
Koshinski Asset Management
Illinois
$765K -$541K -2,358 -41%
KIA
1141
KCM Investment Advisors
California
$759K -$82.3K -359 -10%
HT
1142
Heritage Trust
Oklahoma
$759K -$2.98K -13 -0.4%
IRC
1143
Investors Research Corp
Georgia
$759K – – –
LC
1144
LCNB Corp
Ohio
$756K +$115K +500 +18%
GL
1145
Graypoint LLC
New York
$755K -$279K -1,215 -27%
OWP
1146
Obermeyer Wealth Partners
Colorado
$753K -$52.1K -227 -6%
SAS
1147
Stelac Advisory Services
New York
$751K +$25.2K +110 +3%
WCM
1148
Wealthcare Capital Management
Virginia
$749K -$149K -648 -17%
FMN
1149
Financial Management Network
California
$749K +$229 +1 +0%
BC
1150
Burney Company
Virginia
$747K -$112K -490 -13%
44 45
46
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