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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 %
SIS
1126
Sound Income Strategies
Florida
$772K +$14K +64 +2%
LJAC
1127
L.J. Altfest & Co
New York
$770K – – –
WAAG
1128
Wealth Alliance Advisory Group
Kansas
$770K – – –
PHAM
1129
Palisades Hudson Asset Management
Florida
$770K – – –
1CP
1130
17 Capital Partners
Arizona
$770K +$10.9K +50 +1%
CI
1131
Clal Insurance
Israel
$766K -$547K -2,500 -42%
VLC
1132
Van Leeuwen & Company
New Jersey
$766K +$602K +27,557 +368%
KPCM
1133
Kings Point Capital Management
New York
$765K – – –
PTC
1134
Philadelphia Trust Company
Pennsylvania
$763K +$19.9K +91 +3%
PFC
1135
Poplar Forest Capital
California
$760K – – –
FFG
1136
Fullen Financial Group
Ohio
$759K -$17.5K -80 -2%
MMHP
1137
Murphy Middleton Hinkle & Parker
Georgia
$756K -$11.6K -53 -2%
PFGIA
1138
Patriot Financial Group Insurance Agency
Massachusetts
$755K +$15.3K +70 +2%
PL
1139
Plancorp LLC
Missouri
$753K -$34.4K -157 -4%
CSA
1140
Cottage Street Advisors
Massachusetts
$748K -$76.6K -350 -9%
VCAM
1141
Van Cleef Asset Management
Ohio
$746K – – –
NSIM
1142
North Star Investment Management
Illinois
$746K +$12K +55 +2%
PG
1143
Patten Group
Tennessee
$745K -$56.2K -257 -7%
CWM
1144
Concentric Wealth Management
California
$744K -$11.6K -53 -2%
FPCM
1145
Financial Partners Capital Management
New York
$743K – – –
RMAM
1146
Raab & Moskowitz Asset Management
New Jersey
$743K – – –
GC
1147
Grace Capital
Massachusetts
$742K – – –
RFA
1148
Reilly Financial Advisors
California
$740K +$28.9K +132 +4%
TIA
1149
Tiemann Investment Advisors
California
$739K – – –
AFP
1150
Ausdal Financial Partners
Iowa
$735K -$3.28M -14,995 -82%
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