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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
$7.98B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.43B
3
Barclays
Barclays
United Kingdom
$1.12B
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.7B
5
Bank of America
Bank of America
North Carolina
$8.24B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$6.38B
2
TD Asset Management
TD Asset Management
Ontario, Canada
$0
3
Morgan Stanley
Morgan Stanley
New York
$3.6B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.53B
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1651
Providence Capital Advisors
North Carolina
$167K +$167K +763 New
WAS
1652
Winch Advisory Services
Wisconsin
$165K – – –
BCM
1653
Bourgeon Capital Management
Connecticut
$163K +$48.1K +220 +42%
RMC
1654
Resources Management Corp
Connecticut
$161K -$26.3K -120 -14%
TFA
1655
Toth Financial Advisory
Virginia
$161K -$4.8K -22 -3%
First Manhattan
1656
First Manhattan
New York
$161K +$51.1K +235 +47%
CYG
1657
Clean Yield Group
Vermont
$159K – – –
PP
1658
PDS Planning
Ohio
$157K – – –
CHA
1659
Carmichael Hill & Associates
Maryland
$156K – – –
WFA
1660
WestHill Financial Advisors
California
$156K +$156K +712 New
LPIC
1661
LeJeune Puetz Investment Counsel
Michigan
$153K – – –
LPWM
1662
Lake Point Wealth Management
Texas
$153K – – –
MWM
1663
Mascoma Wealth Management
New Hampshire
$153K +$153K +701 New
PP
1664
PrairieView Partners
Minnesota
$152K -$4.37K -20 -3%
HFS
1665
Hantz Financial Services
Michigan
$152K – – –
FCFS
1666
First Command Financial Services
Texas
$151K -$14.5K -66 -9%
FCB
1667
First Command Bank
Texas
$151K -$14.5K -66 -9%
RE
1668
RBC Europe
United Kingdom
$150K – – –
FWC
1669
First Washington Corp
Washington
$149K – – –
MIM
1670
Macroview Investment Management
Maryland
$149K +$438 +2 +0.3%
KIG
1671
Kessler Investment Group
Indiana
$146K +$146K +667 New
PP
1672
Pacifica Partners
Canada
$144K – – –
HFM
1673
Hartford Financial Management
Connecticut
$141K – – –
FPFS
1674
First Personal Financial Services
North Carolina
$140K – – –
TF
1675
Tompkins Financial
New York
$140K +$140K +642 New
65 66
67
68 69