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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 %
TCOV
1551
Trust Company of Vermont
Vermont
$247K +$11K +50 +5%
LA
1552
Legacy Advisors
Pennsylvania
$246K -$9.83K -45 -4%
OWM
1553
Orgel Wealth Management
Wisconsin
$246K +$27.1K +124 +12%
PIA
1554
Powell Investment Advisors
Florida
$244K -$177K -808 -42%
BG
1555
Bollard Group
Massachusetts
$244K +$437 +2 +0.2%
HW
1556
Hedeker Wealth
Illinois
$244K +$8.29K +38 +4%
CWM
1557
Cabot Wealth Management
Massachusetts
$243K – – –
APW
1558
Austin Private Wealth
Texas
$243K +$243K +1,112 New
RP
1559
Rice Partnership
Hawaii
$241K +$7.87K +36 +3%
LWP
1560
Legacy Wealth Planning
Nevada
$240K – – –
GSEP
1561
Golden State Equity Partners
California
$240K +$8.55K +39 +4%
RMCM
1562
Reynders McVeigh Capital Management
Massachusetts
$240K +$240K +1,099 New
AWM
1563
Altavista Wealth Management
North Carolina
$239K – – –
RWG
1564
Ratio Wealth Group
Colorado
$239K +$239K +1,092 New
RRCM
1565
Rappaport Reiches Capital Management
Illinois
$238K – – –
TCMP
1566
Thrive Capital Management (Pennsylvania)
Pennsylvania
$238K -$57K -261 -19%
CF
1567
Corrigan Financial
Rhode Island
$237K -$219 -1 -0.1%
ML
1568
McAdam LLC
Pennsylvania
$236K -$4.16K -19 -2%
NCM
1569
Northwest Capital Management
Oregon
$236K -$4.32K -19 -2%
MWM
1570
Maltin Wealth Management
New Jersey
$236K +$437 +2 +0.2%
SCG
1571
Sonata Capital Group
Washington
$236K +$236K +1,078 New
SCA
1572
STALEY CAPITAL ADVISERS
Pennsylvania
$235K – – –
JFS
1573
JD Financial Services
Pennsylvania
$235K +$235K +1,072 New
BFG
1574
Berger Financial Group
Minnesota
$234K – – –
ADL
1575
Asset Dedication LLC
California
$234K +$51.3K +234 +28%
61 62
63
64 65