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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 %
BDF
1201
Balasa Dinverno & Foltz
$659K – – –
HIIFS
1202
Harel Insurance Investments & Financial Services
Israel
$659K +$218K +1,000 +49%
GCM
1203
Graham Capital Management
Connecticut
$656K +$656K +3,000 New
CFA
1204
Capstone Financial Advisors
Illinois
$655K – – –
GPC
1205
Garrison Point Capital
California
$653K – – –
SAS
1206
Stelac Advisory Services
New York
$647K -$68.8K -315 -10%
PWM
1207
Peterson Wealth Management
Nevada
$644K +$52.3K +239 +9%
FNBOO
1208
First National Bank of Omaha
Nebraska
$641K -$51.2K -234 -7%
CPM
1209
Corre Partners Management
New York
$641K +$641K +1,500 New
WWA
1210
WC Walker & Associates
California
$634K -$3.5K -16 -0.5%
FSA
1211
Fort Sheridan Advisors
Illinois
$634K +$14K +64 +2%
SSW
1212
Smith Shellnut Wilson
Mississippi
$633K -$101K -460 -14%
WSCM
1213
Wellington Shields Capital Management
New York
$633K +$11.4K +52 +2%
SAF
1214
Smith Anglin Financial
Texas
$630K -$18.2K -83 -3%
BCA
1215
Bay Colony Advisors
Massachusetts
$627K -$23.6K -108 -4%
HPA
1216
High Probability Advisors
New York
$625K – – –
NCM
1217
Next Capital Management
New York
$625K – – –
PWMAG
1218
Pinnacle Wealth Management Advisory Group
New Jersey
$625K +$156K +715 +33%
VFG
1219
V2 Financial group
Illinois
$623K -$657K -3,004 -51%
LS
1220
Leelyn Smith
Illinois
$623K – – –
WDG
1221
Wealth Dimensions Group
Ohio
$623K +$23.2K +106 +4%
LWA
1222
Lineweaver Wealth Advisors
Ohio
$620K -$1.09K -5 -0.2%
KP
1223
Keel Point
Alabama
$616K -$855K -3,910 -58%
FPW
1224
Flagship Private Wealth
Massachusetts
$614K -$3.28K -15 -0.5%
RWA
1225
RGT Wealth Advisors
Texas
$613K – – –
47 48
49
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