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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
1
Goldman Sachs
New York
$7.98B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$1.43B
3
Barclays
3
Barclays
United Kingdom
$1.12B
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.7B
5
Bank of America
5
Bank of America
North Carolina
$8.24B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.38B
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.6B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.53B
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
1701
West Financial Advisors
Iowa
$75K +$2.19K +10 +3%
CCM
1702
Cribstone Capital Management
Maine
$74K -$22K -100 -23%
RTC
1703
Riverview Trust Company
Washington
$74K +$4.82K +22 +7%
FPB
1704
First PREMIER Bank
South Dakota
$73K – – –
AW
1705
Avion Wealth
Texas
$73K – – –
HCP
1706
Hexagon Capital Partners
Arkansas
$72K +$41.8K +190 +139%
BL
1707
Balentine LLC
Georgia
$71K +$71K +324 New
GKWIM
1708
Gerber Kawasaki Wealth & Investment Management
California
$70K -$2.58M -2,584 -97%
FF
1709
FourThought Financial
Florida
$69K -$5.86K -27 -8%
KA
1710
Kozak & Associates
Colorado
$69K +$69K +290 New
TA
1711
Tectonic Advisors
Texas
$68K -$5.92K -27 -8%
DAM
1712
Delta Asset Management
Tennessee
$68K – – –
WWM
1713
Wagner Wealth Management
South Carolina
$67K -$3.87K -17 -5%
AP
1714
Advisors Preferred
Maryland
$67K – – –
ODG
1715
O'Dell Group
Ohio
$62K +$62K +284 New
AC
1716
AlphaCore Capital
California
$62K +$62K +286 New
KIG
1717
Kowal Investment Group
Wisconsin
$62K +$62K +286 New
OIS
1718
Okabena Investment Services
Minnesota
$60K – – –
CIM
1719
Contravisory Investment Management
Massachusetts
$60K +$440 +2 +0.7%
FFA
1720
Founders Financial Alliance
North Carolina
$57K -$44K -200 -44%
BMD
1721
Better Money Decisions
New Mexico
$56K +$22.3K +101 +66%
MSFP
1722
Mark Sheptoff Financial Planning
Connecticut
$55K – – –
DOA
1723
D'Orazio & Associates
Virginia
$55K – – –
AAMA
1724
Advanced Asset Management Advisors
Ohio
$55K +$5.68K +26 +12%
JWBC
1725
John W. Brooker & Co
California
$54K – – –
67 68
69
70 71