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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 %
AIC
1376
Argus Investors Counsel
New York
$425K – – –
JIP
1377
Jaffetilchin Investment Partners
Florida
$421K -$119K -546 -22%
QC
1378
QCM Cayman
Texas
$421K -$2.19K -10 -0.5%
CT
1379
Cambridge Trust
Massachusetts
$421K +$66.9K +306 +19%
CFA
1380
Cahill Financial Advisors
Minnesota
$420K +$1.31K +6 +0.3%
AA
1381
Advisory Alpha
Michigan
$420K +$420K +1,921 New
CGFA
1382
Colton Groome Financial Advisors
North Carolina
$419K -$20.3K -93 -5%
EI
1383
Ellevest Inc
New York
$416K – – –
MWM
1384
Madison Wealth Management
Ohio
$412K +$1.53K +7 +0.4%
OCPWS
1385
One Charles Private Wealth Services
Massachusetts
$410K -$6.99K -32 -2%
BWP
1386
Baldwin Wealth Partners
Massachusetts
$410K +$57.8K +264 +16%
BWA
1387
BDO Wealth Advisors
Florida
$409K -$32.4K -148 -7%
SSWM
1388
Smith Salley Wealth Management
North Carolina
$409K -$25.8K -118 -6%
SCM
1389
Schnieders Capital Management
California
$409K – – –
Invesco
1390
Invesco
Georgia
$409K +$125K +570 +44%
FFA
1391
Freedman Financial Associates
Massachusetts
$409K +$219K +1,000 +115%
CA
1392
Cortland Associates
Missouri
$408K – – –
CTA
1393
Chesley Taft & Associates
Illinois
$408K – – –
FCCM
1394
First City Capital Management
Georgia
$406K -$89K -407 -18%
M
1395
MOTCO
Texas
$406K +$9.63K +44 +2%
UFF
1396
USA Financial Formulas
Michigan
$406K +$97.3K +445 +32%
KCM
1397
Kornitzer Capital Management
Kansas
$405K -$153K -700 -27%
TCWM
1398
Total Clarity Wealth Management
Illinois
$405K +$43.8K +200 +12%
TCOO
1399
Trust Company of Oklahoma
Oklahoma
$405K – – –
Kovitz Investment Group Partners
1400
Kovitz Investment Group Partners
Illinois
$402K -$194K -886 -33%
54 55
56
57 58