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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 %
BBHC
676
Brown Brothers Harriman & Co
New York
$2.48M +$75.7K +386 +3%
OPWM
677
Oakwell Private Wealth Management
Texas
$2.48M +$2.48M +12,638 New
ECM
678
Evergreen Capital Management
Washington
$2.47M +$1.46M +7,444 +144%
NAM
679
NorthCoast Asset Management
Connecticut
$2.47M +$98K +500 +4%
MPPLM
680
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.45M -$1.3M -6,647 -35%
NFT
681
Nan Fung Trinity
Hong Kong
$2.45M – – –
LA
682
LVW Advisors
New York
$2.45M +$98.4K +502 +4%
PWM
683
Provident Wealth Management
Tennessee
$2.45M -$184K -938 -7%
MFG
684
Merit Financial Group
Georgia
$2.45M +$492K +2,507 +25%
WS
685
Wedbush Securities
California
$2.44M +$555K +2,829 +29%
GWCM
686
Godshalk Welsh Capital Management
Pennsylvania
$2.44M – – –
AWE
687
Avidian Wealth Enterprises
Texas
$2.44M -$3.94M -20,114 -62%
BRWA
688
B. Riley Wealth Advisors
Florida
$2.43M -$251K -1,279 -9%
SFA
689
Seneca Financial Advisors
New York
$2.42M +$2.42M +12,345 New
MCM
690
Manchester Capital Management
Vermont
$2.41M -$157K -800 -6%
BSG
691
Black Swift Group
Colorado
$2.4M -$1.84M -9,400 -43%
HCIA
692
Hochman Cole Investment Advisors
Illinois
$2.4M -$92.3K -471 -4%
VWA
693
Visionary Wealth Advisors
Illinois
$2.39M +$321K +1,638 +15%
SCA
694
Sage Capital Advisors
South Dakota
$2.38M +$594K +2,715 +33%
LFAS
695
Level Four Advisory Services
Texas
$2.38M -$517K -2,636 -18%
LA
696
Latitude Advisors
Florida
$2.38M +$2.38M +12,140 New
PGFC
697
Peapack-Gladstone Financial Corp
New Jersey
$2.38M +$598K +3,049 +34%
BCIM
698
British Columbia Investment Management
British Columbia, Canada
$2.35M -$1.57M -8,000 -40%
CCM
699
Channing Capital Management
Illinois
$2.35M +$784K +4,000 +50%
LNWWM
700
Laird Norton Wetherby Wealth Management
California
$2.35M +$949K +4,840 +68%
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