IWM icon

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 111 closing their positions.

Holders
1,806
Holders Change
-8
Holders Change %
-0.44%
% 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
111
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 Market Value Shares Shares
Change 		Shares
Change %
DIG
1876
DeepCurrents Investment Group
New York
– – -1,053 Closed
DBRC
1877
D.B. Root & Company
Pennsylvania
– – -1,043 Closed
CL
1878
Cabana LLC
Arkansas
– – -1,008 Closed
GHA
1879
GW Henssler & Associates
Georgia
– – -985 Closed
UCMOK
1880
United Capital Management of KS
Kansas
– – -940 Closed
PIA
1881
Perennial Investment Advisors
California
– – -939 Closed
DGI
1882
Disciplined Growth Investors
Minnesota
– – -927 Closed
CCM
1883
Condor Capital Management
New Jersey
– – -903 Closed
BCP
1884
Blue Chip Partners
Michigan
– – -903 Closed
HCP
1885
Holt Capital Partners
Texas
– – -903 Closed
VBCG
1886
Valley Brook Capital Group
Pennsylvania
– – -900 Closed
CSIA
1887
Charles Schwab Investment Advisory
California
– – -896 Closed
WTFG
1888
Wells Trecaso Financial Group
Ohio
– – -895 Closed
FCIM
1889
Fairview Capital Investment Management
California
– – -895 Closed
CDH
1890
Charles D. Hyman
– – -892 Closed
BBW
1891
Blue Barn Wealth
Utah
– – -887 Closed
SW
1892
SkyOak Wealth
Michigan
– – -886 Closed
ACM
1893
Alamar Capital Management
California
– – -886 Closed
EHC
1894
Everett Harris & Co
California
– – -886 Closed
VHAM
1895
Van Hulzen Asset Management
California
– – -883 Closed
SFG
1896
Sowa Financial Group
Rhode Island
– – -881 Closed
OL
1897
Optas LLC
Texas
– – -878 Closed
PSIWM
1898
Paradigm Strategies in Wealth Management
Minnesota
– – -708 Closed
PC
1899
Permanens Capital
New York
– – -685 Closed
EPM
1900
Elm Partners Management
Pennsylvania
– – -544 Closed
74 75
76
77 78