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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
$4.02B
2
Morgan Stanley
Morgan Stanley
New York
$4.51B
3
Bank of America
Bank of America
North Carolina
$7.56B
4
Wells Fargo
Wells Fargo
California
$7.13B
5
Goldman Sachs
Goldman Sachs
New York
$7.03B

Top Sellers

1
Citigroup
Citigroup
New York
$1.39B
2
TD Asset Management
TD Asset Management
Ontario, Canada
$10.6M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$0
4
Millennium Management
Millennium Management
New York
$0
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
1601
Grassi Investment Management
California
$219K +$219K +990 New
GHA
1602
GW Henssler & Associates
Georgia
$218K +$218K +985 New
GF
1603
Gries Financial
Ohio
$217K +$217K +1,006 New
FCCM
1604
First City Capital Management
Georgia
$216K +$24.4K +115 +13%
HBT
1605
Hills Bank & Trust
Iowa
$216K +$216K +978 New
LPT
1606
Legacy Private Trust
Wisconsin
$215K -$225K -1,016 -51%
FM
1607
Foster & Motley
Ohio
$215K -$11K -50 -5%
NL
1608
NKCFO LLC
Illinois
$215K – – –
AAS
1609
Annex Advisory Services
Wisconsin
$214K -$23K -104 -10%
BOH
1610
Bank of Hawaii
Hawaii
$214K +$214K +968 New
OFA
1611
Oak Family Advisors
Illinois
$214K +$214K +970 New
CFD
1612
Creative Financial Designs
Indiana
$213K -$167K -757 -44%
SA
1613
Shilanski & Associates
Alaska
$213K +$213K +966 New
CIR
1614
Clear Investment Research
Georgia
$212K +$26.3K +119 +14%
CIP
1615
Chartwell Investment Partners
Pennsylvania
$212K +$212K +961 New
JIC
1616
Joel Isaacson & Co
New York
$211K +$211K +955 New
TCM
1617
Tuttle Capital Management
Connecticut
$210K +$210K +949 New
TF
1618
Trek Financial
Arizona
$209K -$790K -3,569 -79%
NF
1619
Nikulski Financial
Iowa
$209K +$209K +944 New
PIA
1620
Perennial Investment Advisors
California
$208K +$208K +939 New
ANBT
1621
American National Bank & Trust
Texas
$207K -$76.6K -346 -27%
SWM
1622
Stockman Wealth Management
Montana
$207K -$37.3K -169 -15%
RA
1623
RFG Advisory
Alabama
$206K -$61.5K -279 -23%
JFA
1624
Johanson Financial Advisors
California
$206K +$206K +921 New
PCMC
1625
Private Capital Management (Colorado)
Colorado
$205K -$68.7K -311 -25%
63 64
65
66 67