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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 %
PCFFS
1701
Pacific Center for Financial Services
California
$90K +$1.1K +5 +1%
RCM
1702
Rain Capital Management
Oregon
$88K – – –
GFPC
1703
Global Financial Private Client
Florida
$87K +$23.5K +105 +37%
TCM
1704
TD Capital Management
Tennessee
$82K – – –
GAM
1705
Grandview Asset Management
Pennsylvania
$81K +$81K +368 New
FF
1706
FourThought Financial
Florida
$80K -$2.64K -12 -3%
FFW
1707
Fusion Family Wealth
New York
$79K -$11.5K -52 -13%
LWM
1708
Liberty Wealth Management
California
$79K – – –
DAM
1709
Delta Asset Management
Tennessee
$79K +$38.5K +174 +95%
ECM
1710
Engine Capital Management
New York
$78K +$78K +351 New
AAMA
1711
Advanced Asset Management Advisors
Ohio
$76K +$63.7K +290 +518%
HCM
1712
Horrell Capital Management
Arkansas
$75K – – –
AW
1713
Avion Wealth
Texas
$74K -$10.9K -49 -13%
WFA
1714
West Financial Advisors
Iowa
$74K – – –
RTC
1715
Riverview Trust Company
Washington
$70K – – –
Loomis, Sayles & Company
1716
Loomis, Sayles & Company
Massachusetts
$68K -$975K -4,418 -93%
FPFS
1717
First Personal Financial Services
North Carolina
$68K – – –
NCM
1718
New Capital Management
Texas
$67K – – –
ITFISA
1719
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$66.3K +$66.3K +300 New
PP
1720
Pacifica Partners
Canada
$66K -$5.59K -25 -8%
SFPG
1721
Stonebridge Financial Planning Group
Florida
$64K – – –
NIC
1722
Northwest Investment Counselors
Oregon
$64K +$64K +290 New
ACM
1723
Allred Capital Management
Texas
$63.9K +$63.9K +289 New
OIS
1724
Okabena Investment Services
Minnesota
$61K – – –
CIM
1725
Contravisory Investment Management
Massachusetts
$59K +$6.16K +28 +12%
67 68
69
70 71