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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
+$1.75B
2
Morgan Stanley
Morgan Stanley
New York
+$1.63B
3
Bank of America
Bank of America
North Carolina
+$1.59B
4
Wells Fargo
Wells Fargo
California
+$1.26B
5
Goldman Sachs
Goldman Sachs
New York
+$719M

Top Sellers

1
Citigroup
Citigroup
New York
-$722M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$667M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$553M
4
Millennium Management
Millennium Management
New York
-$514M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$406M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1851
Alethea Capital Management
Washington
– -$1.03M -5,250 Closed
WVP
1852
Worth Venture Partners
New Jersey
– -$1.02M -5,211 Closed
Marshall Wace
1853
Marshall Wace
United Kingdom
– -$926K -4,724 Closed
MAP
1854
Moody Aldrich Partners
Massachusetts
– -$891K -4,543 Closed
BCM
1855
Bourgeon Capital Management
Connecticut
– -$882K -4,500 Closed
CWP
1856
Capital Wealth Planning
Florida
– -$842K -3,917 Closed
HHGC
1857
Hunting Hill Global Capital
New York
– -$765K -3,900 Closed
AS
1858
Altshuler Shaham
Israel
– -$706K -3,601 Closed
CWM
1859
CMH Wealth Management
New Hampshire
– -$680K -3,470 Closed
D
1860
Diversified
Delaware
– -$673K -3,293 Closed
BSAM
1861
Blue Sky Asset Management
Colorado
– -$641K -3,003 Closed
LWM
1862
Laidlaw Wealth Management
New York
– -$547K -2,789 Closed
SAMT
1863
Select Asset Management & Trust
Pennsylvania
– -$511K -2,608 Closed
SSCA
1864
South Shore Capital Advisors
Massachusetts
– -$510K -2,600 Closed
WKWM
1865
Walter & Keenan Wealth Management
Indiana
– -$510K -2,600 Closed
BC
1866
Brookfield Corp
Ontario, Canada
– -$500K -2,552 Closed
APCM
1867
Alaska Permanent Capital Management
Alaska
– -$488K -2,491 Closed
AMC
1868
Asset Management Corp
Illinois
– -$503K -2,385 Closed
BCM
1869
Barometer Capital Management
Ontario, Canada
– -$451K -2,300 Closed
F
1870
F3Logic
Minnesota
– -$427K -2,176 Closed
CCMG
1871
Clark Capital Management Group
Pennsylvania
– -$403K -2,058 Closed
CAM
1872
Congress Asset Management
Massachusetts
– -$366K -1,869 Closed
CWA
1873
Clarus Wealth Advisors
Arizona
– -$373K -1,796 Closed
SAM
1874
Southernsun Asset Management
Tennessee
– -$350K -1,784 Closed
BWP
1875
Bernardo Wealth Planning
Pennsylvania
– -$348K -1,779 Closed
73 74
75
76 77