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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 %
BP
426
Ballentine Partners
Massachusetts
$6.27M -$7.84K -40 -0.1%
SAM
427
Silvercrest Asset Management
New York
$6.24M -$6.1M -31,128 -49%
KA
428
Klingman & Associates
New York
$6.22M +$44.5K +227 +0.7%
YIA
429
YHB Investment Advisors
Connecticut
$6.17M -$51.2K -261 -0.8%
CFB
430
Cullen/Frost Bankers
Texas
$6.15M -$16.7M -84,968 -73%
AIM
431
Aspen Investment Management
Michigan
$6.15M +$545K +2,779 +10%
TSW
432
Thompson Siegel & Walmsley
Virginia
$6.13M -$63.1K -322 -1%
BFWA
433
Benchmark Financial Wealth Advisors
Florida
$6.1M -$200K -1,019 -3%
CAM
434
Carret Asset Management
New York
$6.1M +$455K +2,321 +8%
SIA
435
Stegner Investment Associates
Kentucky
$6.09M -$175K -893 -3%
MIAN
436
Mariner Independent Advisor Network
Kansas
$6.07M +$6.07M +30,969 New
AA
437
Argent Advisors
Louisiana
$6.06M +$6.06M +30,920 New
WF
438
Welch & Forbes
Massachusetts
$6.05M -$417K -2,125 -6%
DBIA
439
Dumont & Blake Investment Advisors
New Jersey
$6.03M -$72.3K -369 -1%
Lazard Asset Management
440
Lazard Asset Management
New York
$6.02M +$4.38M +22,351 +268%
HTC
441
Hershey Trust Company
Pennsylvania
$6.02M +$6.02M +30,700 New
CWP
442
Corepath Wealth Partners
Arizona
$6.01M +$6.01M +30,429 New
TA
443
Tiedemann Advisors
New York
$6.01M +$517K +2,636 +9%
SB
444
Sunflower Bank
Texas
$5.97M +$5.97M +30,448 New
CC
445
Cedar Capital
Illinois
$5.9M +$2.03M +10,347 +52%
FNFDCM
446
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.89M -$21.6K -110 -0.4%
PFM
447
Parsec Financial Management
North Carolina
$5.87M -$708K -3,611 -11%
BPB
448
Badgley, Phelps & Bell
Washington
$5.8M -$146K -743 -2%
FMBTD
449
First Midwest Bank Trust Division
Illinois
$5.79M -$424K -2,163 -7%
VI
450
Vestcor Inc
New Brunswick, Canada
$5.79M -$1.45M -7,413 -20%
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