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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 %
GI
1651
Gradient Investments
Minnesota
$176K +$14.2K +64 +9%
CIA
1652
Cascade Investment Advisors
Oregon
$173K – – –
TFA
1653
Toth Financial Advisory
Virginia
$167K +$29.3K +133 +21%
ACA
1654
Aptus Capital Advisors
Alabama
$166K +$70.8K +320 +74%
WAS
1655
Winch Advisory Services
Wisconsin
$164K – – –
ADL
1656
Asset Dedication LLC
California
$159K -$22.3K -101 -12%
PP
1657
PDS Planning
Ohio
$158K -$11.9K -54 -7%
HFS
1658
Hantz Financial Services
Michigan
$158K – – –
PP
1659
PrairieView Partners
Minnesota
$158K +$46.4K +210 +42%
WFA
1660
WestHill Financial Advisors
California
$157K -$4.85K -22 -3%
AWM
1661
Aberdeen Wealth Management
Illinois
$157K – – –
PSIWM
1662
Paradigm Strategies in Wealth Management
Minnesota
$156K +$156K +708 New
LPIC
1663
LeJeune Puetz Investment Counsel
Michigan
$155K – – –
MIM
1664
Macroview Investment Management
Maryland
$150K – – –
FWC
1665
First Washington Corp
Washington
$150K – – –
PC
1666
Permanens Capital
New York
$150K – – –
APWM
1667
Atlas Private Wealth Management
New York
$144K -$27.6K -125 -16%
TF
1668
Tompkins Financial
New York
$142K -$74.5K -337 -34%
HFM
1669
Hartford Financial Management
Connecticut
$142K – – –
DSC
1670
Duncker Streett & Co
Missouri
$139K – – –
JWM
1671
Janiczek Wealth Management
Colorado
$138K – – –
SIAP
1672
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$137K – – –
LAS
1673
Lloyd Advisory Services
Georgia
$135K -$10.1M -45,833 -99%
WWM
1674
Wagner Wealth Management
South Carolina
$135K -$38.7K -175 -22%
CCP
1675
Clarkston Capital Partners
Michigan
$133K +$133K +600 New
65 66
67
68 69