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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 %
EWA
601
EP Wealth Advisors
California
$3.19M -$28.2K -144 -0.9%
AC
602
Addenda Capital
Quebec, Canada
$3.17M -$389K -1,985 -11%
EWM
603
Evermay Wealth Management
Virginia
$3.13M +$11.2K +57 +0.4%
PA
604
Paracle Advisors
Washington
$3.11M +$47.6K +243 +2%
CFA
605
Camarda Financial Advisors
Florida
$3.11M +$3.11M +15,861 New
FCBT
606
First Citizens Bank & Trust
North Carolina
$3.11M -$837K -4,269 -21%
EW
607
Element Wealth
Mississippi
$3.09M +$3.09M +15,765 New
AIM
608
Acropolis Investment Management
Missouri
$3.09M +$5.49K +28 +0.2%
MCM
609
Maryland Capital Management
Maryland
$3.08M -$16.3K -83 -0.5%
ACM
610
AUA Capital Management
Pennsylvania
$3.05M +$30.4K +155 +1%
BFS
611
Bradley Foster & Sargent
Connecticut
$3.04M +$772K +3,938 +34%
TWM
612
Titus Wealth Management
California
$3.04M +$223K +1,137 +8%
GM
613
GeoWealth Management
Illinois
$3.04M +$1M +5,101 +49%
VCM
614
Vision Capital Management
Oregon
$3.03M +$16.5K +84 +0.5%
FIM
615
Fernwood Investment Management
Massachusetts
$3.01M +$15.1K +77 +0.5%
AIA
616
Alera Investment Advisors
Illinois
$2.99M +$575K +2,914 +24%
LWANC
617
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.98M +$36.5K +186 +1%
NHC
618
Nicholas Hoffman & Company
Georgia
$2.98M -$10.2K -52 -0.3%
NAM
619
NTV Asset Management
West Virginia
$2.97M +$87.8K +448 +3%
GLA
620
Good Life Advisors
Pennsylvania
$2.96M +$50.6K +258 +2%
OBGC
621
O'Brien Greene & Co
Pennsylvania
$2.95M – – –
IMOV
622
Investment Management of Virginia
Virginia
$2.95M +$528K +2,693 +22%
MAFM
623
Mid Atlantic Financial Management
Pennsylvania
$2.94M +$421K +2,145 +17%
CA
624
Capital Advantage
California
$2.94M +$4.13K +21 +0.1%
AWM
625
Aprio Wealth Management
Georgia
$2.93M +$1.24M +6,350 +74%
23 24
25
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