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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 %
CRC
526
Curi RMB Capital
Illinois
$4.21M +$283K +1,443 +7%
BRM
527
Boston Research & Management
Massachusetts
$4.2M -$5.1K -26 -0.1%
MA
528
Montag & Associates
Georgia
$4.2M +$900K +4,590 +27%
HIMC
529
Heritage Investors Management Corp
Maryland
$4.18M -$222K -1,131 -5%
KPWG
530
KFA Private Wealth Group
Virginia
$4.18M +$3.89M +19,842 +1,352%
HIP
531
Harrell Investment Partners
Texas
$4.17M -$253K -1,288 -6%
IWAG
532
Integer Wealth Advisors Group
Georgia
$4.17M -$130K -636 -3%
HFP
533
Holistic Financial Partners
Indiana
$4.17M -$15.9K -81 -0.4%
CWM
534
Chesapeake Wealth Management
Virginia
$4.17M -$64.7K -330 -2%
KP
535
Keel Point
Alabama
$4.15M -$103M -523,738 -96%
C
536
Certuity
Florida
$4.13M +$589K +3,005 +17%
LIA
537
LS Investment Advisors
Michigan
$4.12M +$113K +578 +3%
KC
538
Kingfisher Capital
North Carolina
$4.12M +$19K +97 +0.5%
SPP
539
Single Point Partners
Massachusetts
$4.1M +$6.08K +31 +0.1%
PMA
540
Prudent Man Advisors
Illinois
$4.08M +$41.6K +212 +1%
CWM
541
Cranbrook Wealth Management
Michigan
$4.08M -$13.5K -69 -0.3%
ATC
542
Argent Trust Co
Tennessee
$4.04M +$326K +1,664 +9%
SC
543
Steph & Co
Wisconsin
$4.03M +$561K +2,864 +16%
FF
544
Fluent Financial
Texas
$4.03M +$813K +4,145 +25%
RIA
545
Realta Investment Advisors
Delaware
$4.03M +$193K +986 +5%
KPW
546
Kore Private Wealth
New York
$4.02M -$84.9K -433 -2%
NEAM
547
New England Asset Management
Connecticut
$3.97M +$2.59M +13,200 +187%
FA
548
Financial Advisors
Massachusetts
$3.96M -$56.5K -288 -1%
MUAMU
549
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.92M -$588K -3,000 -13%
YCM
550
Yost Capital Management
Texas
$3.92M +$3.92M +20,000 New
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