IWM icon

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 %
WWM
1326
Windsor Wealth Management
Indiana
$487K +$444 +2 +0.1%
HI
1327
Harrington Investments
California
$486K – – –
TA
1328
TFG Advisers
Michigan
$486K +$1.31K +6 +0.3%
WG
1329
Watchman Group
Texas
$484K – – –
HFS
1330
Howard Financial Services
Texas
$483K – – –
DSN
1331
D. Scott Neal
Kentucky
$483K – – –
AW
1332
ACG Wealth
Georgia
$483K +$219 +1 +0%
SCA
1333
Stillwater Capital Advisors
Pennsylvania
$483K +$21K +96 +5%
SFA
1334
Source Financial Advisors
New York
$482K -$63.9K -292 -12%
ETS
1335
ESL Trust Services
New York
$478K -$54.7K -250 -10%
DA
1336
Doliver Advisors
Texas
$477K +$477K +2,179 New
SP
1337
Successful Portfolios
Florida
$474K -$5.46K -25 -1%
CWS
1338
Cypress Wealth Services
California
$473K +$5.47K +25 +1%
VIM
1339
Vista Investment Management
Pennsylvania
$471K – – –
FHA
1340
Flagship Harbor Advisors
Massachusetts
$471K – – –
BMM
1341
Buffington Mohr McNeal
Idaho
$469K -$16.2K -74 -3%
BFO
1342
Biltmore Family Office
North Carolina
$467K – – –
JHCP
1343
Jackson Hole Capital Partners
Oklahoma
$466K – – –
BMC
1344
Beaton Management Company
Massachusetts
$465K -$21.9K -100 -4%
SAM
1345
Silphium Asset Management
United Kingdom
$465K +$465K +2,125 New
PWM
1346
PRW Wealth Management
Massachusetts
$463K -$338K -1,545 -42%
RB
1347
Renasant Bank
Mississippi
$463K – – –
BCM
1348
Birmingham Capital Management
Alabama
$462K – – –
LSPW
1349
Lake Street Private Wealth
Illinois
$461K +$129K +590 +39%
OSAM
1350
O'Shaughnessy Asset Management
Connecticut
$460K +$20.6K +94 +5%
52 53
54
55 56