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 %
RG
501
Rikoon Group
New Mexico
$4.56M +$3.53K +18 +0.1%
CWM
502
Circle Wealth Management
New Jersey
$4.53M +$23.7K +121 +0.5%
CA
503
Clearstead Advisors
Ohio
$4.51M +$34.3K +175 +0.8%
BC
504
Bartlett & Co
Ohio
$4.51M -$329K -1,677 -7%
BCWM
505
Bartlett & Co Wealth Management
Ohio
$4.51M -$329K -1,677 -7%
PGWM
506
Parisi Gray Wealth Management
New Jersey
$4.48M +$3.66M +18,679 +449%
AIC
507
Ayalon Insurance Company
Israel
$4.47M +$3.74M +19,100 +515%
AI
508
ArchPoint Investors
Florida
$4.47M – – –
MFW
509
Meristem Family Wealth
Minnesota
$4.45M -$19.6K -100 -0.4%
MYIA
510
Mount Yale Investment Advisors
Colorado
$4.44M -$52.9K -270 -1%
MSAM
511
Moloney Securities Asset Management
Missouri
$4.42M +$2.12M +10,827 +93%
HIS
512
Harvest Investment Services
Illinois
$4.38M +$1.69M +8,612 +63%
OC
513
Oppenheimer & Co
New York
$4.38M +$670K +3,417 +18%
GC
514
Grimes & Company
Massachusetts
$4.36M +$3.14K +16 +0.1%
FPCP
515
Fort Point Capital Partners
California
$4.34M +$342K +1,746 +9%
SSG
516
Summit Securities Group
New York
$4.33M +$4.33M +22,100 New
SCM
517
SOL Capital Management
Maryland
$4.33M +$530K +2,702 +14%
AI
518
Atria Investments
North Carolina
$4.3M -$25.3M -129,234 -85%
FWM
519
Frontier Wealth Management
Missouri
$4.3M -$567K -2,894 -12%
RG
520
Rathbones Group
United Kingdom
$4.3M +$809K +4,125 +23%
RCMC
521
RK Capital Management (Colorado)
Colorado
$4.29M +$2.82M +14,400 +192%
WAP
522
Wealthcare Advisory Partners
Pennsylvania
$4.27M +$852K +4,345 +25%
SJIM
523
St. Johns Investment Management
Florida
$4.23M -$240K -1,223 -5%
PWP
524
Personal Wealth Partners
Minnesota
$4.22M -$148K -753 -3%
NFC
525
Northeast Financial Consultants
Connecticut
$4.21M +$8.24K +42 +0.2%
19 20
21
22 23