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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 %
Macquarie Group
1876
Macquarie Group
Australia
– -$339K -1,727 Closed
X
1877
Xponance
Pennsylvania
– -$332K -1,693 Closed
Fayez Sarofim & Co
1878
Fayez Sarofim & Co
Texas
– -$330K -1,683 Closed
CCFM
1879
Clear Creek Financial Management
Washington
– -$301K -1,666 Closed
TA
1880
TruWealth Advisors
Louisiana
– -$323K -1,650 Closed
TFS
1881
Thoroughbred Financial Services
Tennessee
– -$316K -1,616 Closed
HC
1882
Hamilton Capital
Ohio
– -$292K -1,490 Closed
BSSFA
1883
Baron Silver Stevens Financial Advisors
Florida
– -$286K -1,459 Closed
NAS
1884
Nicolet Advisory Services
Wisconsin
– -$275K -1,405 Closed
MAM
1885
MMA Asset Management
Pennsylvania
– -$255K -1,301 Closed
QC
1886
QCM Cayman
Texas
– -$255K -1,300 Closed
BWA
1887
BlueSky Wealth Advisors
North Carolina
– -$248K -1,263 Closed
VST
1888
Van Strum & Towne
California
– -$240K -1,225 Closed
FIM
1889
Freedom Investment Management
Connecticut
– -$235K -1,199 Closed
WA
1890
Wealth Alliance
New York
– -$235K -1,198 Closed
VC
1891
Vicus Capital
Pennsylvania
– -$233K -1,188 Closed
APW
1892
Austin Private Wealth
Texas
– -$229K -1,168 Closed
IIM
1893
Ironwood Investment Management
Massachusetts
– -$229K -1,167 Closed
ISWM
1894
Independent Solutions Wealth Management
New York
– -$224K -1,144 Closed
PFA
1895
Pure Financial Advisors
California
– -$220K -1,120 Closed
EWM
1896
EPG Wealth Management
Georgia
– -$216K -1,102 Closed
ACM
1897
Arlington Capital Management
Illinois
– -$214K -1,089 Closed
IF
1898
IRON Financial
Illinois
– -$210K -1,069 Closed
MRCM
1899
M&R Capital Management
New Jersey
– -$196K -1,000 Closed
SFG
1900
Sowa Financial Group
Rhode Island
– -$173K -880 Closed
74 75
76
77 78