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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 %
WG
1626
Welch Group
Alabama
$205K +$205K +929 New
RWM
1627
Ritholtz Wealth Management
New York
$205K +$205K +929 New
WMA
1628
Wealth Management Associates
New Jersey
$205K +$205K +927 New
AIA
1629
Armor Investment Advisors
North Carolina
$204K – – –
CNC
1630
Camden National Corporation
Maine
$204K +$204K +924 New
CNB
1631
Camden National Bank
Maine
$204K +$204K +924 New
SW
1632
SkyOak Wealth
Michigan
$203K -$232K -1,013 -53%
SAM
1633
Strategy Asset Managers
California
$203K -$96K -435 -32%
SCM
1634
Southport Capital Management
Tennessee
$203K +$203K +919 New
PWM
1635
Palumbo Wealth Management
New York
$203K +$203K +919 New
CMI
1636
Clare Market Investments
Texas
$203K +$203K +918 New
PCM
1637
Parsons Capital Management
Rhode Island
$201K +$201K +912 New
SFP
1638
Shepherd Financial Partners
Massachusetts
$200K +$200K +904 New
ACA
1639
Atlas Capital Advisors
Wyoming
$199K +$54K +244 +37%
VBCG
1640
Valley Brook Capital Group
Pennsylvania
$198K – – –
CHA
1641
Carmichael Hill & Associates
Maryland
$197K – – –
EWM
1642
Endurance Wealth Management
Rhode Island
$196K -$22.5K -102 -10%
FCFS
1643
First Command Financial Services
Texas
$196K +$83.9K +379 +75%
FCB
1644
First Command Bank
Texas
$196K +$83.9K +379 +75%
PMAM
1645
Picton Mahoney Asset Management
Ontario, Canada
$195K -$17.7K -80 -8%
FMTCOCP
1646
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$194K +$38.8K +176 +25%
RMC
1647
Resources Management Corp
Connecticut
$189K – – –
M
1648
MOTCO
Texas
$185K – – –
RBC
1649
Roble Belko & Company
Pennsylvania
$184K – – –
ATC
1650
Adirondack Trust Company
New York
$177K – – –
64 65
66
67 68