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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 %
FFA
1726
Founders Financial Alliance
North Carolina
$57K -$48K -224 -46%
FA
1727
Fortis Advisors
Pennsylvania
$57K +$7.24K +33 +15%
PAIM
1728
Punch & Associates Investment Management
Minnesota
$57K +$19.8K +90 +53%
MSFP
1729
Mark Sheptoff Financial Planning
Connecticut
$56K +$22.3K +100 +66%
JWBC
1730
John W. Brooker & Co
California
$55K – – –
VNA
1731
Valley National Advisers
Pennsylvania
$54K +$7.68K +35 +17%
FFC
1732
First Financial Corp
Indiana
$51K – – –
AF
1733
Affiance Financial
Minnesota
$51K – – –
CAL
1734
Capital Analysts LLC
Pennsylvania
$50K +$28.6K +130 +134%
DWMG
1735
DB Wealth Management Group
California
$49K – – –
SFC
1736
SYM Financial Corp
Indiana
$48K – – –
CAM
1737
Costello Asset Management
Pennsylvania
$45K +$218 +1 +0.5%
WCAMG
1738
Woodard & Company Asset Management Group
North Carolina
$44K – – –
HI
1739
Hudock Inc
Pennsylvania
$44K – – –
LWA
1740
Lowe Wealth Advisors
Maryland
$43K – – –
EP
1741
Eudaimonia Partners
Tennessee
$43K +$6.58K +30 +18%
SFA
1742
Semmax Financial Advisors
North Carolina
$42K – – –
TA
1743
Tectonic Advisors
Texas
$41K – – –
SWP
1744
ShoreHaven Wealth Partners
New Jersey
$40K +$220 +1 +0.6%
AIM
1745
Anchor Investment Management
South Carolina
$39.5K – – –
FI
1746
FormulaFolio Investments
Michigan
$37K -$11.1M -50,027 -100%
AWM
1747
Accel Wealth Management
Iowa
$37K -$6.17K -28 -14%
DAC
1748
Dividend Assets Capital
South Carolina
$36K – – –
FCA
1749
FinTrust Capital Advisors
South Carolina
$36K +$6.93K +31 +24%
BMD
1750
Better Money Decisions
New Mexico
$34K +$34K +153 New
68 69
70
71 72