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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 %
RA
1501
RFG Advisory
Alabama
$295K -$19.2K -88 -6%
SFG
1502
Sovereign Financial Group
Connecticut
$294K -$46.6K -213 -14%
AC
1503
Asio Capital
Kentucky
$294K – – –
FCA
1504
FLC Capital Advisors
California
$294K – – –
HCM
1505
Horrell Capital Management
Arkansas
$291K -$59.2K -270 -17%
GGS
1506
Galvin Gaustad & Stein
Arizona
$289K -$3.28K -15 -1%
WGCA
1507
Wolf Group Capital Advisors
Virginia
$287K – – –
CBOR
1508
Community Bank of Raymore
Missouri
$286K – – –
SC
1509
Skylands Capital
Wisconsin
$285K -$21.8K -100 -7%
LDB
1510
Lee, Danner & Bass
Tennessee
$284K – – –
SAM
1511
SP Asset Management
California
$284K +$895 +4 +0.3%
JWM
1512
JGP Wealth Management
Oregon
$283K – – –
ZIG
1513
Zuckerman Investment Group
Illinois
$279K – – –
NDSI
1514
Newman Dignan & Sheerar Inc
Rhode Island
$279K – – –
IPW
1515
Inlet Private Wealth
Florida
$279K +$2.19K +10 +0.8%
TNA
1516
True North Advisors
Texas
$277K -$6.56K -30 -2%
LHC
1517
Little House Capital
Massachusetts
$277K – – –
KW
1518
KWB Wealth
California
$277K – – –
HCA
1519
Horan Capital Advisors
Ohio
$275K – – –
FM
1520
Foster & Motley
Ohio
$274K -$4.37K -20 -2%
KFC
1521
Klingenstein Fields & Co
New York
$273K – – –
CPA
1522
Capital Planning Advisors
California
$273K – – –
AG
1523
Algert Global
California
$273K +$273K +1,249 New
FSCM
1524
Front Street Capital Management
Montana
$272K – – –
LWP
1525
Laurel Wealth Planning
Minnesota
$270K +$270K +1,234 New
59 60
61
62 63