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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 %
EI
1376
Ellevest Inc
New York
$436K +$54.1K +236 +14%
GIM
1377
Goelzer Investment Management
Indiana
$434K -$6.87K -30 -2%
LOPW
1378
Live Oak Private Wealth
North Carolina
$431K – – –
MWM
1379
Madison Wealth Management
Ohio
$430K +$1.15K +5 +0.3%
NL
1380
NKCFO LLC
Illinois
$430K +$206K +900 +92%
SCM
1381
Schnieders Capital Management
California
$429K – – –
CTA
1382
Chesley Taft & Associates
Illinois
$428K +$2.75K +12 +0.6%
CA
1383
Cortland Associates
Missouri
$428K +$83.7K +365 +24%
RPWA
1384
Regent Peak Wealth Advisors
Georgia
$427K – – –
TCOO
1385
Trust Company of Oklahoma
Oklahoma
$424K – – –
CAN
1386
Claraphi Advisory Network
United States
$424K +$75.5K +329 +22%
CCM
1387
Chilton Capital Management
Texas
$422K -$182K -791 -30%
PP
1388
Prosperity Planning
Missouri
$416K -$58.7K -256 -12%
MAG
1389
Mayfair Advisory Group
Alabama
$416K +$138K +601 +50%
M
1390
MOTCO
Texas
$416K +$224K +976 +117%
RMA
1391
Roffman Miller Associates
Pennsylvania
$415K +$917 +4 +0.2%
BB
1392
Berkshire Bank
Massachusetts
$412K +$88.8K +387 +27%
CSIC
1393
Clifford Swan Investment Counsel
California
$410K – – –
HCM
1394
Howland Capital Management
Massachusetts
$410K +$13.5K +59 +3%
CCG
1395
Cypress Capital Group
Florida
$409K -$470K -2,045 -53%
Betterment LLC
1396
Betterment LLC
New York
$409K +$50.6K +221 +14%
TCM
1397
Traynor Capital Management
Pennsylvania
$407K -$14K -61 -3%
TC
1398
Trilogy Capital
California
$406K -$18.6M -81,877 -98%
PP
1399
Paloma Partners
Connecticut
$406K -$2.64M -11,500 -87%
FNBOSM
1400
First National Bank of South Miami
Florida
$406K -$10.3K -45 -2%
54 55
56
57 58