IWM icon

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 %
RIA
1751
RPG Investment Advisory
California
$33K +$20.5K +93 +163%
FWM
1752
Filbrandt Wealth Management
Wisconsin
$33K +$33K +150 New
CICI
1753
Capital Investment Counsel Inc
North Carolina
$32K +$32K +147 New
SFP
1754
Sterling Financial Planning
New Jersey
$31K – – –
LDFR
1755
Lehman & Derafelo Financial Resources
Pennsylvania
$31K +$2.9K +13 +10%
GWSG
1756
GPS Wealth Strategies Group
Colorado
$31K +$31K +143 New
RCA
1757
Ranch Capital Advisors
Florida
$30K – – –
PA
1758
Perennial Advisors
New York
$30K +$14.6K +65 +94%
SFA
1759
Stewardship Financial Advisors
Georgia
$29K – – –
FWM
1760
Focused Wealth Management
New York
$29K +$223 +1 +0.8%
JPLA
1761
Joseph P. Lucia & Associates
New York
$27K – – –
HIM
1762
HawsGoodwin Investment Management
Tennessee
$25K -$7.97K -36 -24%
FA
1763
Faithward Advisors
Pennsylvania
$25K +$25K +111 New
TC
1764
Truvestments Capital
Florida
$23K -$6.08K -28 -21%
BA
1765
Bellwether Advisors
Nebraska
$23K – – –
Federated Hermes
1766
Federated Hermes
Pennsylvania
$21K -$374K -1,691 -95%
CI
1767
CX Institutional
Indiana
$21K -$12.1K -54 -36%
CP
1768
Covenant Partners
Tennessee
$20K – – –
SPWG
1769
Sage Private Wealth Group
Illinois
$20K – – –
SN
1770
Sittner & Nelson
Oregon
$19K – – –
PSB
1771
Piscataqua Savings Bank
New Hampshire
$18K +$18K +80 New
HFA
1772
HC Financial Advisors
California
$15K -$1.93K -9 -11%
SA
1773
SRH Advisors
Kansas
$15K – – –
BL
1774
Balentine LLC
Georgia
$14K – – –
AP
1775
Arlington Partners
Alabama
$14K +$2.37K +11 +20%
69 70
71
72 73