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 %
FNT
351
First National Trust
Pennsylvania
$8.8M -$1.13M -5,788 -11%
ACM
352
Atlanta Capital Management
Georgia
$8.8M +$712K +3,631 +9%
RSVP
353
Ramsay Stattman Vela & Price
Colorado
$8.79M -$23.5K -120 -0.3%
NPIC
354
Neumeier Poma Investment Counsel
California
$8.77M -$779K -3,975 -8%
JFG
355
JMG Financial Group
Illinois
$8.74M +$25.9K +132 +0.3%
ZCM
356
Ziegler Capital Management
Illinois
$8.71M +$621K +3,165 +8%
Canada Life
357
Canada Life
Manitoba, Canada
$8.71M -$985K -5,021 -10%
UAS
358
United Asset Strategies
New York
$8.67M +$8.67M +44,234 New
Prudential Financial
359
Prudential Financial
New Jersey
$8.67M +$3.41M +17,401 +65%
GKIM
360
GW&K Investment Management
Massachusetts
$8.65M +$664K +3,385 +8%
FHC
361
First Horizon Corporation
Tennessee
$8.59M +$2.68M +13,645 +45%
JWCA
362
J.W. Cole Advisors
Florida
$8.56M +$3.59M +18,313 +72%
AIA
363
Arcadia Investment Advisors
Idaho
$8.54M +$479K +2,445 +6%
FT
364
Fiduciary Trust
Massachusetts
$8.42M -$125K -635 -1%
OPS
365
Orion Portfolio Solutions
Nebraska
$8.37M +$6.51M +33,201 +351%
STA
366
Summit Trail Advisors
New York
$8.29M +$151K +770 +2%
VFPI
367
Vantage Financial Partners (Illinois)
Illinois
$8.23M +$172K +875 +2%
CBT
368
Central Bank & Trust
Kentucky
$8.21M +$43.5K +222 +0.5%
SWP
369
Summit Wealth Partners
Florida
$8.18M +$107K +544 +1%
BPC
370
Banque Pictet & Cie
Switzerland
$8.16M +$404K +2,060 +5%
SWP
371
Stratos Wealth Partners
Ohio
$8.15M +$114K +582 +1%
BBPWM
372
Blue Bell Private Wealth Management
Pennsylvania
$8.15M +$2.22M +11,314 +37%
Mercer Global Advisors
373
Mercer Global Advisors
Colorado
$8.13M -$364K -1,857 -4%
PFM
374
Patton Fund Management
Texas
$8.07M -$1.35M -6,880 -14%
TC
375
TAP Consulting
Missouri
$8.05M -$1.51M -7,720 -16%
13 14
15
16 17