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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 %
FWM
576
FFT Wealth Management
Pennsylvania
$3.54M – – –
AIFAIM
577
American Institute for Advanced Investment Management
Arizona
$3.52M +$1.23M +6,276 +54%
HF
578
HRT Financial
New York
$3.52M +$3.52M +17,949 New
LF
579
LifeSteps Financial
California
$3.48M -$21K -107 -0.6%
HCM
580
Hollencrest Capital Management
California
$3.48M -$158K -804 -4%
RBC
581
Rye Brook Capital
Connecticut
$3.47M +$3.47M +17,700 New
SCM
582
Shapiro Capital Management
Georgia
$3.44M +$2.41M +12,300 +234%
FPTW
583
Franklin, Parlapiano, Turner & Welch
Texas
$3.42M – – –
IA
584
IFG Advisory
Georgia
$3.42M +$77.8K +397 +2%
Russell Investments Group
585
Russell Investments Group
United Kingdom
$3.41M +$137K +700 +4%
BWA
586
Beam Wealth Advisors
Louisiana
$3.4M -$711K -3,627 -17%
BHIA
587
Birch Hill Investment Advisors
Massachusetts
$3.38M -$65.3K -333 -2%
BAM
588
Brave Asset Management
New Jersey
$3.36M +$3.36M +17,119 New
SIM
589
SSI Investment Management
California
$3.36M -$402K -2,049 -11%
EVM
590
Evelyn V. Moreno
$3.32M -$332K -1,695 -9%
AWA
591
Aaron Wealth Advisors
Illinois
$3.32M +$3.32M +16,957 New
TWP
592
TFO Wealth Partners
Ohio
$3.32M – – –
FMWA
593
Forvis Mazars Wealth Advisors
Missouri
$3.32M -$134K -681 -4%
FSWA
594
Financial Synergies Wealth Advisors
Texas
$3.32M -$3.04M -15,513 -48%
BIAS
595
Beacon Investment Advisory Services
New Jersey
$3.31M -$7.25K -37 -0.2%
IG
596
ING Group
Netherlands
$3.29M -$2.33M -11,907 -41%
SIC
597
Salem Investment Counselors
North Carolina
$3.27M +$124K +631 +4%
RhumbLine Advisers
598
RhumbLine Advisers
Massachusetts
$3.27M +$1.58M +8,067 +94%
BFPW
599
BOK Financial Private Wealth
Colorado
$3.26M -$586K -2,989 -15%
AIM
600
Arcadia Investment Management
Michigan
$3.24M -$98K -500 -3%
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