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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 %
DP
1151
Denver PWM
Colorado
$733K – – –
AssetMark Inc
1152
AssetMark Inc
California
$731K +$187K +856 +34%
RDFA
1153
Ritter Daniher Financial Advisory
Ohio
$730K -$26.7K -122 -4%
KF
1154
Krilogy Financial
Missouri
$728K +$54.7K +250 +8%
FAM
1155
Flaharty Asset Management
Florida
$728K +$148K +676 +25%
V
1156
VeraBank
Texas
$726K +$726K +3,318 New
PTB
1157
Pioneer Trust Bank
Oregon
$725K +$49.7K +227 +7%
IRC
1158
Investors Research Corp
Georgia
$724K – – –
KIA
1159
KCM Investment Advisors
California
$724K – – –
BA
1160
Ballew Advisors
Mississippi
$723K – – –
CA
1161
Cornerstone Advisory
Maryland
$723K +$408K +1,865 +130%
MTIM
1162
Marathon Trading Investment Management
Pennsylvania
$722K -$569K -2,600 -44%
FMN
1163
Financial Management Network
California
$721K +$220 +1 +0%
IA
1164
Insight Advisors
Pennsylvania
$719K – – –
MAS
1165
Managed Account Services
Florida
$718K -$348K -1,590 -33%
OWP
1166
Obermeyer Wealth Partners
Colorado
$718K – – –
B
1167
Bridgeworth
Alabama
$715K -$47K -215 -6%
MCM
1168
Mengis Capital Management
Oregon
$715K -$35.2K -161 -5%
HT
1169
Heritage Trust
Oklahoma
$709K -$14.4K -66 -2%
KFI
1170
Key Financial Inc
Pennsylvania
$709K – – –
NG
1171
NWK Group
California
$708K -$50.1K -229 -7%
EGA
1172
Eagle Global Advisors
Texas
$708K +$219 +1 +0%
MP
1173
McDonald Partners
Ohio
$706K +$86.8K +397 +14%
RIM
1174
Rockbridge Investment Management
New York
$700K -$656 -3 -0.1%
WIC
1175
Woodmont Investment Counsel
Tennessee
$700K +$13.1K +60 +2%
45 46
47
48 49