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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 %
SNT
1451
Security National Trust
West Virginia
$344K – – –
NIM
1452
Nicollet Investment Management
Minnesota
$343K -$641K -2,935 -65%
SXL
1453
Summit X LLC
Missouri
$343K +$70.9K +262 +26%
RIS
1454
Retirement Income Solutions
Michigan
$342K -$160K -731 -32%
APSP
1455
Asset Planning Services (Pennsylvania)
Pennsylvania
$342K -$13.8K -63 -4%
MAWCM
1456
Mine & Arao Wealth Creation & Management
California
$341K -$43.7K -200 -11%
KTC
1457
Kistler-Tiffany Companies
Pennsylvania
$339K -$140K -642 -29%
BB
1458
Berkshire Bank
Massachusetts
$339K -$53.6K -245 -14%
AWMT
1459
AAFMAA Wealth Management & Trust
North Carolina
$339K -$16K -73 -5%
UWPG
1460
Ullmann Wealth Partners Group
Florida
$339K – – –
NIM
1461
Northeast Investment Management
Massachusetts
$339K – – –
CC
1462
Cypress Capital
Tennessee
$339K +$339K +1,548 New
RC
1463
Roundview Capital
New Jersey
$336K +$336K +1,538 New
PCTC
1464
Perkins Coie Trust Company
Washington
$333K – – –
AWA
1465
Acorn Wealth Advisors
Michigan
$331K +$2.41K +11 +0.7%
LNB
1466
Ledyard National Bank
$330K – – –
EW
1467
Element Wealth
Mississippi
$327K -$5.76M -26,314 -95%
TNBTD
1468
Trustmark National Bank Trust Department
Mississippi
$327K -$4.15K -19 -1%
T
1469
TNF
Montana
$326K +$326K +1,489 New
BSSFA
1470
Baron Silver Stevens Financial Advisors
Florida
$324K – – –
WAOTB
1471
Wealth Advisors of Tampa Bay
Florida
$323K +$57.9K +265 +22%
GIP
1472
Granite Investment Partners
California
$321K – – –
IWP
1473
Icon Wealth Partners
Texas
$321K +$98K +448 +44%
SAM
1474
Seelaus Asset Management
New Jersey
$320K -$12K -55 -4%
FUBT
1475
First United Bank & Trust
Maryland
$320K +$97.1K +444 +44%
57 58
59
60 61