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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 %
GW
651
GW & Wade
Massachusetts
$2.71M +$203K +1,034 +8%
SHWM
652
Smith & Howard Wealth Management
Georgia
$2.71M -$32.9K -168 -1%
BAM
653
Berkshire Asset Management
Pennsylvania
$2.69M +$413K +2,107 +18%
SG
654
StoneX Group
New York
$2.64M +$1.71M +8,704 +183%
FIA
655
Foundations Investment Advisors
Arizona
$2.62M +$1.12M +5,393 +75%
VCM
656
Vivaldi Capital Management
Illinois
$2.62M +$588 +3 +0%
ACM
657
Azimuth Capital Management
Michigan
$2.6M -$59.2K -302 -2%
HCMT
658
Highland Capital Management (Tennessee)
Tennessee
$2.58M +$247K +1,259 +11%
CWA
659
Centennial Wealth Advisory
Michigan
$2.57M +$2.57M +13,121 New
DTC
660
Davidson Trust Company
Washington
$2.57M – – –
ATWA
661
Arbor Trust Wealth Advisors
Michigan
$2.56M +$6.27K +32 +0.2%
Wealth Enhancement Advisory Services
662
Wealth Enhancement Advisory Services
Minnesota
$2.54M +$21.7K +103 +0.9%
CWA
663
Capital Wealth Alliance
Arizona
$2.54M -$32.9K -154 -1%
MC
664
Mathes Company
New York
$2.53M +$810K +4,130 +47%
B
665
Bailard
California
$2.53M +$319K +1,627 +14%
IAN
666
Integrated Advisors Network
Texas
$2.53M +$772K +3,938 +44%
PFWA
667
Paces Ferry Wealth Advisors
Georgia
$2.53M -$71.4K -364 -3%
FB
668
Fulton Bank
Pennsylvania
$2.52M +$165K +842 +7%
S
669
SignatureFD
Georgia
$2.52M +$1.09M +5,571 +76%
BCV
670
Banque Cantonale Vaudoise
Switzerland
$2.51M -$996K -5,081 -28%
VWM
671
Valley Wealth Managers
New Jersey
$2.51M -$45.3K -231 -2%
CBB
672
Citizens Business Bank
California
$2.5M – – –
PJB
673
Paul John Balson
California
$2.5M +$207K +1,058 +9%
CGA
674
Crescent Grove Advisors
Illinois
$2.5M -$78K -398 -3%
EIA
675
Eldridge Investment Advisors
New Hampshire
$2.48M -$45.1K -230 -2%
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27
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