IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,814 hedge funds and large institutions have $72.9B invested in iShares Russell 2000 ETF in 2021 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 690 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+70
Holders Change %
+4.01%
% of All Funds
31.94%
Holding in Top 10
244
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+14.02%
% of All Funds
4.3%
New
201
Increased
690
Reduced
668
Closed
114
Calls
$25B
Puts
$58.4B
Net Calls
-$33.5B
Net Calls Change
-$2.85B

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.75B
2
Morgan Stanley
Morgan Stanley
New York
+$1.63B
3
Bank of America
Bank of America
North Carolina
+$1.59B
4
Wells Fargo
Wells Fargo
California
+$1.26B
5
Goldman Sachs
Goldman Sachs
New York
+$719M

Top Sellers

1
Citigroup
Citigroup
New York
-$722M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$667M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$553M
4
Millennium Management
Millennium Management
New York
-$514M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$406M
Name Holding Trade Value Shares
Change 		Shares
Change %
WGCA
1501
Wolf Group Capital Advisors
Virginia
$290K +$13K +59 +5%
CBOR
1502
Community Bank of Raymore
Missouri
$289K – – –
GSC
1503
G&S Capital
Colorado
$289K +$289K +1,308 New
MCM
1504
Murphy Capital Management
New Jersey
$288K +$6.84K +31 +2%
MC
1505
Martin & Co
Tennessee
$287K -$64.7K -293 -18%
Fuller & Thaler Asset Management
1506
Fuller & Thaler Asset Management
California
$286K -$1.49M -6,768 -84%
TNA
1507
True North Advisors
Texas
$286K – – –
JWM
1508
JGP Wealth Management
Oregon
$286K – – –
SMA
1509
Sage Mountain Advisors
Georgia
$285K +$29.2K +132 +11%
CWM
1510
Cabot Wealth Management
Massachusetts
$282K – – –
NDSI
1511
Newman Dignan & Sheerar Inc
Rhode Island
$282K – – –
SAM
1512
SP Asset Management
California
$282K +$447 +2 +0.2%
ZIG
1513
Zuckerman Investment Group
Illinois
$282K +$4.42K +20 +2%
IPW
1514
Inlet Private Wealth
Florida
$280K – – –
JFS
1515
JD Financial Services
Pennsylvania
$279K -$62.6K -283 -18%
KW
1516
KWB Wealth
California
$279K +$279K +1,264 New
HCA
1517
Horan Capital Advisors
Ohio
$278K – – –
KFC
1518
Klingenstein Fields & Co
New York
$276K – – –
CPA
1519
Capital Planning Advisors
California
$276K – – –
CNBTD
1520
Citizens National Bank Trust Department
Mississippi
$276K – – –
MS
1521
Maven Securities
Jersey
$276K +$276K +1,256 New
LA
1522
Legacy Advisors
Pennsylvania
$274K -$40K -181 -13%
TI
1523
Truepoint Inc
Ohio
$274K -$1.1K -5 -0.4%
PCMC
1524
Paragon Capital Management (Colorado)
Colorado
$274K +$274K +1,240 New
FSCM
1525
Front Street Capital Management
Montana
$274K +$274K +1,242 New
59 60
61
62 63