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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 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,806
Holders Change
-9
Holders Change %
-0.5%
% 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
112
Calls
$29B
Puts
$66B
Net Calls
-$37B
Net Calls Change
-$3.62B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.04B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$607M
3
Barclays
Barclays
United Kingdom
+$501M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$388M
5
Bank of America
Bank of America
North Carolina
+$266M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.01B
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$583M
3
Morgan Stanley
Morgan Stanley
New York
-$513M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$385M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
201
Emerson Wealth
Michigan
$21.2M +$335K +1,973 +2%
CFN
202
Cordasco Financial Network
Florida
$21.2M +$1.14M +5,219 +6%
PG
203
Proffitt & Goodson
Tennessee
$21.1M -$325K -1,485 -2%
GC
204
Gilbert & Cook
Iowa
$21M +$396K +1,811 +2%
MWM
205
Modera Wealth Management
New Jersey
$20.9M +$204K +932 +1%
EHPM
206
Emery Howard Portfolio Management
California
$20.8M +$265K +1,213 +1%
WSFS
207
Wilmington Savings Fund Society
Delaware
$20.7M -$140K -638 -0.7%
FHB
208
First Hawaiian Bank
Hawaii
$20.6M +$6.13K +28 +0%
Victory Capital Management
209
Victory Capital Management
Texas
$20.6M -$64.8M -296,059 -76%
SPIA
210
Steward Partners Investment Advisory
New York
$20.6M -$2.54M -11,595 -11%
DADC
211
D.A. Davidson & Co
Montana
$20.3M +$1.58M +7,202 +8%
OFS
212
Oldfather Financial Services
Nebraska
$19.9M +$289K +1,207 +1%
CIG
213
Consolidated Investment Group
Colorado
$19.9M – – –
VVP
214
Venture Visionary Partners
Ohio
$19.6M +$703K +3,205 +4%
MMFA
215
Main Management Fund Advisors
California
$19.5M +$853K +3,900 +5%
RWB
216
RMR Wealth Builders
New Jersey
$19.5M +$3M +13,704 +18%
RWA
217
River Wealth Advisors
Pennsylvania
$19.3M +$1.15M +5,241 +6%
AIIMS
218
Analyst IMS Investment Management Services
Israel
$19.1M – – –
BJL
219
Brighton Jones LLC
Washington
$19M +$53.8K +246 +0.3%
HI
220
HBK Investments
Texas
$18.9M +$16.1M +73,814 +585%
VFA
221
Valeo Financial Advisors
Indiana
$18.8M +$707K +3,234 +4%
JCM
222
Jacobi Capital Management
Pennsylvania
$18.8M +$2.17M +9,902 +13%
JIR
223
James Investment Research
Ohio
$18.7M -$1.48M -6,781 -7%
SFA
224
Sequoia Financial Advisors
Ohio
$18.7M -$25.9M -118,514 -58%
UCFA
225
United Capital Financial Advisors
Texas
$18.5M +$371K +1,698 +2%
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