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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 %
WSCM
1201
Wellington Shields Capital Management
New York
$651K -$195K -849 -23%
LWA
1202
Lineweaver Wealth Advisors
Ohio
$651K +$18.1K +79 +3%
MP
1203
McDonald Partners
Ohio
$650K -$22K -96 -3%
SCM
1204
Shelton Capital Management
Colorado
$650K -$11.5K -50 -2%
FSA
1205
Fort Sheridan Advisors
Illinois
$650K +$42.9K +187 +7%
PHS
1206
Pekin Hardy Strauss
Illinois
$647K -$74.6K -325 -10%
WAG
1207
Winthrop Advisory Group
Massachusetts
$643K -$22.9K -100 -3%
RWA
1208
RGT Wealth Advisors
Texas
$643K -$17.7K -77 -3%
LA
1209
Lynch & Associates
Indiana
$642K – – –
AWA
1210
Arkadios Wealth Advisors
Georgia
$641K +$3.44K +15 +0.5%
WPA
1211
West Paces Advisors
Georgia
$641K – – –
NCM
1212
Next Capital Management
New York
$640K +$86K +384 +16%
FFA
1213
First Foundation Advisors
California
$640K +$369K +1,608 +136%
AFG
1214
Allegheny Financial Group
Pennsylvania
$637K -$11.2K -49 -2%
CCM
1215
Canal Capital Management
Virginia
$636K -$4.82K -21 -0.8%
FPW
1216
Flagship Private Wealth
Massachusetts
$632K +$22.6K +101 +4%
MSWMA
1217
Market Street Wealth Management Advisors
Indiana
$632K -$5.05K -22 -0.8%
AWM
1218
Altium Wealth Management
New York
$632K – – –
ECAM
1219
East Coast Asset Management
Massachusetts
$629K – – –
LP
1220
LGL Partners
Pennsylvania
$629K +$918 +4 +0.1%
WDG
1221
Wealth Dimensions Group
Ohio
$629K +$5.05K +22 +0.8%
CCA
1222
Conservest Capital Advisors
Pennsylvania
$628K +$1.61K +7 +0.3%
SIA
1223
Strategic Investment Advisors
Michigan
$627K -$467K -2,037 -43%
JSC
1224
Jackson Square Capital
California
$627K +$5.51K +24 +0.9%
FEM
1225
Fulcrum Equity Management
Texas
$625K +$79.4K +346 +15%
47 48
49
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