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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 %
HPM
1226
Hudson Portfolio Management
New York
$613K +$30.2K +138 +5%
TAM
1227
Trillium Asset Management
Massachusetts
$612K +$151K +692 +33%
WPA
1228
West Paces Advisors
Georgia
$611K – – –
CAM
1229
Concorde Asset Management
Michigan
$610K -$26.3K -120 -4%
VWA
1230
V Wealth Advisors
Kansas
$609K -$548K -2,507 -47%
AWA
1231
Arkadios Wealth Advisors
Georgia
$608K -$3.28K -15 -0.5%
CCM
1232
Canal Capital Management
Virginia
$607K +$875 +4 +0.1%
WAG
1233
Winthrop Advisory Group
Massachusetts
$604K -$9.85K -45 -2%
TCA
1234
Transcend Capital Advisors
New Jersey
$604K +$31.9K +140 +6%
DHFB
1235
Dixon Hubard Feinour & Brown
Virginia
$603K -$875K -4,000 -59%
AWM
1236
Altium Wealth Management
New York
$603K – – –
MA
1237
MBA Advisors
Pennsylvania
$602K -$71.7K -328 -11%
MSWMA
1238
Market Street Wealth Management Advisors
Indiana
$602K – – –
EB
1239
Eastern Bank
Massachusetts
$599K -$150K -685 -20%
CCA
1240
Conservest Capital Advisors
Pennsylvania
$599K – – –
RDWM
1241
Red Door Wealth Management
Tennessee
$597K +$8.53K +39 +1%
RT
1242
Rockland Trust
Massachusetts
$596K -$242K -1,104 -29%
PHS
1243
Pekin Hardy Strauss
Illinois
$596K -$21.5K -98 -3%
JSC
1244
Jackson Square Capital
California
$595K -$2.63K -12 -0.4%
FC
1245
Forte Capital
New York
$593K – – –
LA
1246
Lynch & Associates
Indiana
$591K -$21.9K -100 -4%
AFG
1247
Allegheny Financial Group
Pennsylvania
$590K -$18.4K -84 -3%
LP
1248
LGL Partners
Pennsylvania
$590K -$9.85K -45 -2%
PVH
1249
Psagot Value Holdings
Israel
$585K -$10.1M -46,245 -95%
KCM
1250
Kennicott Capital Management
California
$584K – – –
48 49
50
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