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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 %
FAM
1276
Formidable Asset Management
Ohio
$544K – – –
LGA
1277
Lebenthal Global Advisors
New York
$543K +$5.5K +24 +1%
JIP
1278
Jaffetilchin Investment Partners
Florida
$543K +$161K +732 +42%
TF
1279
TimeScale Financial
Massachusetts
$542K +$1.84K +8 +0.3%
IA
1280
IndexIQ Advisors
New York
$542K +$542K +2,361 New
STC
1281
Sarah T. Connolly
$537K -$3.44K -15 -0.6%
RW
1282
REDW Wealth
New Mexico
$535K -$11.5K -50 -2%
OFG
1283
Oxford Financial Group
Indiana
$535K -$10.1K -44 -2%
LAM
1284
LifePro Asset Management
California
$532K +$27.5K +120 +5%
BCM
1285
Bienville Capital Management
New York
$530K – – –
BA
1286
Birinyi Associates
Connecticut
$529K -$470K -2,050 -47%
RIS
1287
Retirement Income Solutions
Michigan
$527K +$91.8K +400 +21%
PIM
1288
Penobscot Investment Management
Massachusetts
$525K – – –
MM
1289
Meridian Management
Arkansas
$525K – – –
FI
1290
Financial Insights
Washington
$525K +$525K +229 New
SWA
1291
SOA Wealth Advisors
New York
$524K -$24.5K -107 -4%
SWP
1292
Strategic Wealth Partners
Ohio
$523K +$243K +1,061 +87%
HA
1293
Harborview Advisors
Maine
$522K -$70.7K -308 -12%
RWP
1294
RWA Wealth Partners
Massachusetts
$522K +$207K +905 +66%
ZCA
1295
Zeke Capital Advisors
Pennsylvania
$521K +$1.6K +7 +0.3%
SBIA
1296
Sheaff Brock Investment Advisors
Indiana
$521K +$21.8K +95 +4%
MCA
1297
Mercer Capital Advisers
New Jersey
$520K – – –
CIA
1298
Capital Investment Advisors
Georgia
$520K +$16.3K +71 +3%
CG
1299
Cynosure Group
Utah
$518K +$76.4K +333 +17%
DDPIC
1300
Deroy & Devereaux Private Investment Counsel
Michigan
$517K -$89.4K -390 -15%
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