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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 %
CCWA
626
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.92M -$181K -925 -6%
WCM
627
WealthBridge Capital Management
Ohio
$2.92M -$1.01M -5,155 -26%
EVM
628
Eaton Vance Management
Massachusetts
$2.91M +$97.1K +495 +3%
ASN
629
Advisory Services Network
Georgia
$2.9M +$874K +4,457 +43%
FFG
630
Ford Financial Group
California
$2.9M +$632K +3,225 +28%
CIC
631
Carnegie Investment Counsel
Ohio
$2.9M -$191K -975 -6%
AIM
632
Alhambra Investment Management
Florida
$2.9M -$11.4K -58 -0.4%
CA
633
Claro Advisors
Massachusetts
$2.88M +$201K +1,024 +7%
BO
634
BRR OpCo
Ohio
$2.87M -$41.6K -212 -1%
FCM
635
Firestone Capital Management
Florida
$2.85M -$50.8K -259 -2%
WB
636
Webster Bank
Connecticut
$2.84M +$78.8K +402 +3%
GA
637
Geller Advisors
New York
$2.8M – – –
AFM
638
Abbot Financial Management
Massachusetts
$2.78M +$24.5K +125 +0.9%
CAM
639
Cozad Asset Management
Illinois
$2.78M +$912K +4,652 +49%
DIP
640
DT Investment Partners
Pennsylvania
$2.77M – – –
FC
641
FCA Corp
Texas
$2.77M +$128K +655 +5%
BFG
642
Bouchey Financial Group
New York
$2.76M +$165K +843 +6%
SPFA
643
Summit Place Financial Advisors
New Jersey
$2.76M +$1.61M +8,230 +141%
AC
644
Allstate Corporation
Illinois
$2.76M +$394K +2,011 +17%
CMBA
645
C.M. Bidwell & Associates
Hawaii
$2.75M -$7.65K -39 -0.3%
BAM
646
Bruderman Asset Management
New York
$2.74M -$318K -1,620 -10%
OCG
647
Opus Capital Group
Ohio
$2.73M +$51.6K +263 +2%
DI
648
Disciplined Investments
Oklahoma
$2.73M -$40.8K -208 -1%
BFEC
649
Benjamin F. Edwards & Company
Missouri
$2.71M +$199K +1,014 +8%
VCM
650
Verger Capital Management
North Carolina
$2.71M +$8.43K +43 +0.3%
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