IWM icon

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 %
CWS
1326
Cypress Wealth Services
California
$490K -$1.39M -6,040 -74%
BFO
1327
Biltmore Family Office
North Carolina
$490K – – –
JHCP
1328
Jackson Hole Capital Partners
Oklahoma
$488K – – –
RB
1329
Renasant Bank
Mississippi
$485K +$5.05K +22 +1%
BCM
1330
Birmingham Capital Management
Alabama
$484K – – –
SCA
1331
Stillwater Capital Advisors
Pennsylvania
$484K +$6.19K +27 +1%
TAM
1332
Trillium Asset Management
Massachusetts
$483K -$1.01M -4,385 -68%
SSG
1333
Summit Securities Group
New York
$482K -$1.74M -7,600 -78%
ISB
1334
Iowa State Bank
Iowa
$482K +$37.4K +163 +8%
CAI
1335
Capital Advisors Inc
Oklahoma
$478K +$478K +2,084 New
FLA
1336
Financial Life Advisors
Texas
$474K – – –
WA
1337
Winfield Associates
Ohio
$473K – – –
FPGK
1338
Financial Partners Group (Kansas)
Kansas
$472K +$13.3K +58 +3%
FHA
1339
Flagship Harbor Advisors
Massachusetts
$471K -$27.5K -120 -6%
JAG
1340
Journey Advisory Group
Kentucky
$471K – – –
TWM
1341
Triton Wealth Management
Arizona
$470K -$38.8K -175 -8%
PWP
1342
Principle Wealth Partners
Connecticut
$470K +$19.5K +85 +4%
GPA
1343
Guidance Point Advisors
Massachusetts
$470K +$29.8K +130 +7%
IC
1344
Inscription Capital
Texas
$470K +$470K +2,048 New
SIM
1345
Sonora Investment Management
Arizona
$469K +$469K +2,045 New
VAS
1346
Vestmark Advisory Solutions
Massachusetts
$468K -$4.61M -20,113 -91%
DWM
1347
Doyle Wealth Management
Florida
$468K +$8.03K +35 +2%
Luther King Capital Management (LKCM)
1348
Luther King Capital Management (LKCM)
Texas
$465K -$448K – –
CL
1349
CIM LLC
New York
$465K – – –
COF
1350
Capital One Financial
Virginia
$464K -$21.1K -92 -4%
52 53
54
55 56