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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,744 hedge funds and large institutions have $58.4B invested in iShares Russell 2000 ETF in 2020 Q4 according to their latest regulatory filings, with 366 funds opening new positions, 646 increasing their positions, 532 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+268
Holders Change %
+18.16%
% of All Funds
30.94%
Holding in Top 10
214
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+46.58%
% of All Funds
3.8%
New
366
Increased
646
Reduced
532
Closed
76
Calls
$21.7B
Puts
$52.3B
Net Calls
-$30.6B
Net Calls Change
-$5.71B

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.86B
2
Citigroup
Citigroup
New York
+$1.25B
3
Wells Fargo
Wells Fargo
California
+$655M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$601M
5
Millennium Management
Millennium Management
New York
+$491M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.47B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.36B
4
Bank of America
Bank of America
North Carolina
-$1.12B
5
Goldman Sachs
Goldman Sachs
New York
-$721M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
301
Banco Santander
Spain
$11.2M -$5.59M -28,493 -33%
GWM
302
Geneos Wealth Management
Colorado
$11.2M +$5.75M +27,840 +106%
FCFC
303
First Commonwealth Financial Corp
Pennsylvania
$11.1M -$1.67M -8,525 -13%
SFS
304
Sowell Financial Services
Arkansas
$11M +$324K +1,655 +3%
LCM
305
LCM Capital Management
Illinois
$11M +$11M +55,988 New
GF
306
Greenfield FTC
Nevada
$11M +$11M +55,950 New
TWM
307
Tanglewood Wealth Management
Texas
$11M +$11M +55,923 New
JRP
308
Jasper Ridge Partners
California
$10.9M – – –
BCM
309
Bluefin Capital Management
New York
$10.8M +$10.8M +54,884 New
AssetMark Inc
310
AssetMark Inc
California
$10.7M -$345K -1,761 -3%
PFO
311
Pathstone Family Office
New Jersey
$10.7M +$5.11M +26,059 +92%
MLL
312
Moody Lynn & Lieberson
Massachusetts
$10.6M +$9.54M +48,643 +862%
CG
313
Colony Group
Massachusetts
$10.6M +$325K +1,658 +3%
ECG
314
Edge Capital Group
Georgia
$10.6M -$1.31M -6,669 -11%
BSW
315
Buckingham Strategic Wealth
Missouri
$10.5M +$7.03M +35,876 +201%
CCMLC
316
Cardinal Capital Management LLC (Connecticut)
Connecticut
$10.4M +$10.4M +52,823 New
TCPWM
317
Traverso Chambers Private Wealth Management
California
$10.4M -$129K -656 -1%
EWM
318
Evercore Wealth Management
New York
$10.3M +$602K +3,069 +6%
AIA
319
Arbor Investment Advisors
North Carolina
$10.2M -$170K -869 -2%
SPC
320
Sigma Planning Corp
Michigan
$10.1M +$2.03M +10,344 +25%
NEIRG
321
New England Investment & Retirement Group
Massachusetts
$10.1M +$10.1M +51,517 New
SLT
322
St Louis Trust
Missouri
$10.1M -$234K -1,195 -2%
RCP
323
Rothschild Capital Partners
New York
$10M +$10M +51,025 New
HI
324
Humankind Investments
New York
$9.97M +$9.97M +50,860 New
FA
325
FDx Advisors
Illinois
$9.88M -$655K -3,342 -6%
11 12
13
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