IWM icon

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 %
AL
326
Aspiriant LLC
California
$9.88M -$946K -4,828 -9%
FI
327
FormulaFolio Investments
Michigan
$9.84M +$9.09M +46,343 +1,203%
MSL
328
Mackay Shields LLC
New York
$9.8M -$7.07M -36,047 -42%
RJT
329
Raymond James Trust
Florida
$9.78M +$2.46M +12,568 +34%
MWP
330
Moller Wealth Partners
$9.67M -$2.61M -13,327 -21%
Manulife (Manufacturers Life Insurance)
331
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.65M +$8.18M +41,739 +557%
GWAM
332
Guardian Wealth Advisors (Minnesota)
Minnesota
$9.65M +$9.65M +49,219 New
EAMA
333
EFG Asset Management (Americas)
Florida
$9.61M -$849K -4,326 -8%
BCM
334
Brookstone Capital Management
Illinois
$9.58M +$9.07M +46,274 +1,778%
EC
335
Engaged Capital
California
$9.57M +$1.14M +5,800 +13%
NMIMC
336
Northwestern Mutual Investment Management Company
Wisconsin
$9.56M -$2.15M -10,950 -18%
HWA
337
Hillcrest Wealth Advisors
New Jersey
$9.53M +$14.7K +75 +0.2%
SI
338
Stephens Inc
Arkansas
$9.5M -$2.63M -13,403 -22%
CCA
339
Cobblestone Capital Advisors
New York
$9.47M -$289K -1,475 -3%
GG
340
Gofen & Glossberg
Illinois
$9.43M +$103K +524 +1%
FCI
341
Financial Counselors Inc
Kansas
$9.32M +$412K +2,100 +5%
CCT
342
Country Club Trust
Missouri
$9.17M +$1.11M +5,649 +14%
RP
343
Reinhart Partners
Wisconsin
$9.16M +$9.16M +23,209 New
LAS
344
Lloyd Advisory Services
Georgia
$9.11M +$2.66M +13,586 +41%
MCWS
345
McKinley Carter Wealth Services
West Virginia
$8.92M -$362K -1,847 -4%
FSC
346
Full Sail Capital
Oklahoma
$8.91M -$927K -4,347 -9%
SMC
347
Smith, Moore & Co
Missouri
$8.91M +$767K +4,063 +9%
BPA
348
Beacon Pointe Advisors
California
$8.86M -$211K -1,075 -2%
PIC
349
Platt Investment Counsel
Florida
$8.86M +$8.86M +45,181 New
SFG
350
SNS Financial Group
Minnesota
$8.81M -$2.35M -11,990 -21%
12 13
14
15 16