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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 %
WP
1151
WealthSource Partners
California
$747K +$286K +1,245 +62%
RFA
1152
Reilly Financial Advisors
California
$746K -$13.8K -60 -2%
EGA
1153
Eagle Global Advisors
Texas
$742K +$229 +1 +0%
ATPW
1154
Ashton Thomas Private Wealth
Arizona
$741K +$198K +862 +36%
GC
1155
Grace Capital
Massachusetts
$741K – – –
GSWM
1156
Golden State Wealth Management
California
$741K +$406K +1,770 +121%
LW
1157
Linscomb Wealth
Texas
$738K -$1.38K -6 -0.2%
RIM
1158
Rockbridge Investment Management
New York
$735K +$285K +1,241 +63%
MIG
1159
McGuire Investment Group
Rhode Island
$731K – – –
SFS
1160
Strategic Financial Services
New York
$729K +$30.7K +134 +4%
BA
1161
Ballew Advisors
Mississippi
$725K -$725K -3,261 -50%
TNB
1162
Thomasville National Bank
Georgia
$724K +$91.3K +398 +14%
WIC
1163
Woodmont Investment Counsel
Tennessee
$721K -$22K -96 -3%
KFI
1164
Key Financial Inc
Pennsylvania
$717K -$3.54K -16 -0.5%
CBN
1165
Cadence Bank NA
Texas
$717K +$2.06K +9 +0.3%
CCM
1166
Coe Capital Management
Illinois
$716K – – –
NP
1167
NorthRock Partners
Minnesota
$716K – – –
FDCC
1168
Foster Dykema Cabot & Co
Massachusetts
$715K – – –
TCWA
1169
Ten Capital Wealth Advisors
Washington
$712K +$35.8K +156 +5%
ACM
1170
Ategra Capital Management
Virginia
$711K -$149K -649 -17%
CBT
1171
Capital Bank & Trust
California
$709K -$352K -1,535 -33%
OSNBOA
1172
Old Second National Bank of Aurora
Illinois
$709K – – –
PTB
1173
Pioneer Trust Bank
Oregon
$708K – – –
WQ
1174
Wealth Quarterback
New Jersey
$707K +$707K +3,081 New
KF
1175
Krilogy Financial
Missouri
$706K -$25.9K -113 -4%
45 46
47
48 49