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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 %
RC
551
RegentAtlantic Capital
New Jersey
$3.88M -$584K -2,981 -13%
RCAG
552
Rehmann Capital Advisory Group
Michigan
$3.88M -$2.94K -15 -0.1%
MHS
553
M Holdings Securities
Oregon
$3.85M +$225K +1,146 +6%
DWT
554
Dorsey & Whitney Trust
South Dakota
$3.84M -$97K -495 -2%
LSAG
555
Lake Street Advisors Group
New Hampshire
$3.83M +$5.88K +30 +0.2%
PFS
556
Prospera Financial Services
Texas
$3.83M +$1.77M +9,006 +86%
SWM
557
Southern Wealth Management
Texas
$3.8M +$92.9K +474 +3%
CL
558
CPWM LLC
Washington
$3.79M -$919K -4,689 -20%
CCA
559
Column Capital Advisors
Indiana
$3.78M -$116K -590 -3%
HIP
560
HUB Investment Partners
Texas
$3.78M +$3.78M +25,199 New
Lido Advisors
561
Lido Advisors
California
$3.77M +$255K +1,303 +7%
AP
562
Adero Partners
California
$3.77M -$35.7K -182 -0.9%
PAM
563
Peak Asset Management
Colorado
$3.74M +$73.3K +374 +2%
RCM
564
RB Capital Management
Nevada
$3.71M -$47.4K -242 -1%
SMG
565
Spectrum Management Group
Indiana
$3.69M +$3.69M +18,823 New
VHAM
566
Van Hulzen Asset Management
California
$3.67M -$304K -1,552 -8%
SFG
567
Sunburst Financial Group
Alabama
$3.67M – – –
RIL
568
Rothschild Investment LLC
Illinois
$3.67M -$78.4K -400 -2%
SWRP
569
Summit Wealth & Retirement Planning
California
$3.64M -$159K -813 -4%
SQA
570
Simon Quick Advisors
New Jersey
$3.63M +$721K +3,676 +25%
CAGAS
571
Capital Advisory Group Advisory Services
Minnesota
$3.62M -$20.8K -106 -0.6%
APG
572
Abacus Planning Group
South Carolina
$3.6M -$338K -1,724 -9%
MFG
573
Magnus Financial Group
New York
$3.59M +$1.54M +7,878 +76%
MFA
574
Mayflower Financial Advisors
Massachusetts
$3.57M +$3.57M +18,189 New
AA
575
Ancora Advisors
Ohio
$3.54M +$2.19M +11,171 +163%
21 22
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