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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 %
AP
1476
Arlington Partners
Alabama
$320K +$306K +1,400 +2,154%
DL
1477
DOHJ LLC
Washington
$319K -$23.5K -103 -7%
PWM
1478
PBMares Wealth Management
Virginia
$319K +$9.18K +42 +3%
OFG
1479
Oxford Financial Group
Indiana
$317K -$193K -883 -38%
BAAM
1480
Baker Avenue Asset Management
California
$317K +$2.84K +13 +0.9%
COF
1481
Capital One Financial
Virginia
$316K -$126K -578 -29%
IFA
1482
Interactive Financial Advisors
Illinois
$316K -$24.3K -111 -7%
HCM
1483
Hilton Capital Management
New York
$316K – – –
FB
1484
First Bancorp
Maine
$316K +$316K +1,444 New
CWM
1485
Calamos Wealth Management
Illinois
$315K – – –
FA
1486
FC Advisory
Pennsylvania
$312K – – –
MAG
1487
Mayfair Advisory Group
Alabama
$308K -$91.4K -415 -23%
MCM
1488
Murphy Capital Management
New Jersey
$307K +$4.15K +19 +1%
CIG
1489
Cairn Investment Group
Washington
$306K -$21.6K -99 -7%
GCA
1490
Gradient Capital Advisors
California
$306K – – –
PCMC
1491
Paragon Capital Management (Colorado)
Colorado
$306K – – –
ACA
1492
Aptus Capital Advisors
Alabama
$305K +$80K +365 +36%
LCWP
1493
Legacy Capital Wealth Partners
Arkansas
$304K +$304K +675 New
HWA
1494
Heartwood Wealth Advisors
Virginia
$299K +$299K +1,369 New
JCM
1495
Jag Capital Management
Missouri
$298K +$3.28K +15 +1%
ECG
1496
EPIQ Capital Group
California
$297K +$876 +4 +0.3%
PCMC
1497
Private Capital Management (Colorado)
Colorado
$297K +$59K +270 +25%
SBL
1498
Sargent Bickham Lagudis
Colorado
$296K – – –
LC
1499
Lincoln Capital
Nebraska
$296K – – –
AC
1500
Apella Capital
Connecticut
$295K -$35.5K -162 -11%
58 59
60
61 62