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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 %
CYG
1901
Clean Yield Group
Vermont
– -$142K -725 Closed
SIAG
1902
Safeguard Investment Advisory Group
California
– -$135K -691 Closed
HWA
1903
HCR Wealth Advisors
California
– -$135K -688 Closed
KCM
1904
Kathmere Capital Management
Pennsylvania
– -$92K -467 Closed
CWP
1905
Concord Wealth Partners
Virginia
– -$78K -400 Closed
FPCG
1906
Fort Pitt Capital Group
Pennsylvania
– -$78K -400 Closed
FFG
1907
Fortem Financial Group
California
– -$77K -393 Closed
AIM
1908
Axiom Investment Management
New York
– -$137 -392 Closed
TPWA
1909
TRUE Private Wealth Advisors
Oregon
– -$75K -386 Closed
FWM
1910
ForthRight Wealth Management
Georgia
– -$37K -187 Closed
APC
1911
Asset Planning Corporation
Tennessee
– -$31K -160 Closed
OIM
1912
Oder Investment Management
California
– -$31K -157 Closed
SIAG
1913
Signet Investment Advisory Group
Rhode Island
– -$30K -153 Closed
NWA
1914
Navis Wealth Advisors
New York
– -$22K -111 Closed
MCM
1915
McMillion Capital Management
North Carolina
– -$20K -100 Closed
GWM
1916
Greenhouse Wealth Management
Connecticut
– -$20K -100 Closed
CTFG
1917
Capstone Triton Financial Group
Oklahoma
– -$17K -86 Closed
BHWM
1918
Bay Harbor Wealth Management
Maryland
– -$11K -58 Closed
HVM
1919
Harvest Volatility Management
Connecticut
– -$10K -53 Closed
SWM
1920
Selective Wealth Management
Virginia
– -$10K -49 Closed
WLPWM
1921
Walled Lake Planning & Wealth Management
Illinois
– -$5K -28 Closed
CHAM
1922
Clear Harbor Asset Management
Connecticut
– -$5K -24 Closed
TIAM2
1923
Tru Independence Asset Management 2
Oregon
– -$5K -23 Closed
HGWM
1924
Harvest Group Wealth Management
Massachusetts
– -$2K -8 Closed
AC
1925
AlphaCore Capital
California
– -$1K -6 Closed
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