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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 %
PCM
1351
Parsons Capital Management
Rhode Island
$460K +$260K +1,190 +130%
STB
1352
S&T Bank
Pennsylvania
$458K +$227K +1,038 +98%
RHBC
1353
R.H. Bluestein & Co
Michigan
$457K +$457K +2,089 New
KL
1354
KWMG LLC
Kansas
$456K -$656 -3 -0.1%
WCM
1355
Wunderlich Capital Managemnt
Tennessee
$455K -$29.1K -133 -6%
YWP
1356
YorkBridge Wealth Partners
New York
$454K +$17.3K +79 +4%
DWM
1357
Doyle Wealth Management
Florida
$453K +$6.99K +32 +2%
FLA
1358
Financial Life Advisors
Texas
$452K – – –
WA
1359
Winfield Associates
Ohio
$451K – – –
CWM
1360
Cahaba Wealth Management
Georgia
$450K +$6.12K +28 +1%
WBC
1361
West Branch Capital
Massachusetts
$449K -$31.1K -142 -6%
PWP
1362
Principle Wealth Partners
Connecticut
$448K – – –
SIM
1363
Sonora Investment Management
Arizona
$447K – – –
GPA
1364
Guidance Point Advisors
Massachusetts
$446K -$2.19K -10 -0.5%
JAG
1365
Journey Advisory Group
Kentucky
$444K -$5.47K -25 -1%
Fisher Asset Management
1366
Fisher Asset Management
Washington
$443K -$410K -1,871 -48%
Luther King Capital Management (LKCM)
1367
Luther King Capital Management (LKCM)
Texas
$439K -$465K – –
CSIC
1368
Clifford Swan Investment Counsel
California
$438K -$2.34K -10 -0.5%
SCM
1369
SCS Capital Management
Massachusetts
$438K – – –
RVPG
1370
Relative Value Partners Group
$436K – – –
CCP
1371
Cardan Capital Partners
Colorado
$435K – – –
OFG
1372
Omega Financial Group
California
$433K – – –
HFAS
1373
Hummer Financial Advisory Services
Illinois
$432K – – –
FFG
1374
Frisch Financial Group
New York
$431K +$875 +4 +0.2%
FNBOSM
1375
First National Bank of South Miami
Florida
$428K +$41.3K +189 +11%
53 54
55
56 57