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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
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.02B
2
Morgan Stanley
2
Morgan Stanley
New York
$4.51B
3
Bank of America
3
Bank of America
North Carolina
$7.56B
4
Wells Fargo
4
Wells Fargo
California
$7.13B
5
Goldman Sachs
5
Goldman Sachs
New York
$7.03B

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.39B
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$10.6M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
201
Choreo LLC
Illinois
$23M -$569K -2,575 -2%
WSFS
202
Wilmington Savings Fund Society
Delaware
$22.9M -$635K -2,876 -3%
VIP
203
Vantage Investment Partners
Missouri
$22.7M – – –
GMA
204
Goldstein Munger & Associates
California
$22.6M +$303K +1,373 +1%
PG
205
Proffitt & Goodson
Tennessee
$22.1M -$455K -2,061 -2%
GLA
206
Great Lakes Advisors
Illinois
$21.6M +$13.7K +62 +0.1%
RWB
207
RMR Wealth Builders
New Jersey
$21.5M +$12.5M +56,744 +140%
HCM
208
Hengehold Capital Management
Ohio
$21.4M +$700K +3,169 +3%
EWM
209
Edge Wealth Management
New York
$21.4M +$800K +3,623 +4%
ACA
210
Ascension Capital Advisors
Texas
$21.1M +$21.1M +95,348 New
Capstone Investment Advisors
211
Capstone Investment Advisors
New York
$21.1M -$1.93M -8,730 -8%
CAN
212
Cetera Advisor Networks
California
$21M +$156K +705 +0.7%
LGWM
213
Litman Gregory Wealth Management
California
$20.9M +$222K +1,005 +1%
EHPM
214
Emery Howard Portfolio Management
California
$20.8M -$79.5K -360 -0.4%
GC
215
Gilbert & Cook
Iowa
$20.7M -$2.54M -11,509 -11%
EW
216
Emerson Wealth
Michigan
$20.7M -$2.99M -17,446 -13%
JIR
217
James Investment Research
Ohio
$20.3M +$531K +2,404 +3%
SIM
218
Strategic Investment Management
Virginia
$20.3M -$4.99M -22,600 -20%
CFN
219
Cordasco Financial Network
Florida
$20.3M -$356K -1,612 -2%
MWM
220
Modera Wealth Management
New Jersey
$19.9M +$366K +1,656 +2%
NEIRG
221
New England Investment & Retirement Group
Massachusetts
$19.5M +$8.07M +36,519 +71%
BJL
222
Brighton Jones LLC
Washington
$19.1M -$454K -2,056 -2%
AIIMS
223
Analyst IMS Investment Management Services
Israel
$18.9M +$9.96M +45,098 +111%
SPC
224
Sigma Planning Corp
Michigan
$18.7M +$7.31M +33,095 +64%
MMFA
225
Main Management Fund Advisors
California
$18.7M +$18.7M +84,600 New
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