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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 %
CCG
801
Chatham Capital Group
Georgia
$1.6M -$70.8K -361 -4%
WIA
802
Wealthstreet Investment Advisors
Texas
$1.59M +$1.59M +8,132 New
EL
803
EQ LLC
Washington
$1.59M +$1.59M +8,122 New
LC
804
Lindbrook Capital
California
$1.58M -$20.6K -105 -1%
Fuller & Thaler Asset Management
805
Fuller & Thaler Asset Management
California
$1.58M +$796K +4,058 +101%
NPA
806
Nichols & Pratt Advisers
Massachusetts
$1.58M -$4.9K -25 -0.3%
CCM
807
Copeland Capital Management
Pennsylvania
$1.57M +$1.56M +7,934 +9,334%
GBT
808
Grove Bank & Trust
Florida
$1.57M +$9.8K +50 +0.6%
NB
809
Nicolet Bankshares
Wisconsin
$1.56M -$59.8K -305 -4%
BBNA
810
Bremer Bank National Association
Minnesota
$1.56M +$57.7K +294 +4%
CCMD
811
Cypress Capital Management (Delaware)
Delaware
$1.54M – – –
PCG
812
Private Capital Group
Connecticut
$1.52M +$238K +1,214 +19%
RWA
813
Ropes Wealth Advisors
Massachusetts
$1.52M -$64.7K -330 -4%
CWS
814
Cypress Wealth Services
California
$1.52M +$1.52M +7,739 New
WQ
815
Wealth Quarterback
New Jersey
$1.51M +$1.51M +7,720 New
UWM
816
Urban Wealth Management
California
$1.51M +$1.51M +7,720 New
TFF
817
The Family Firm
Maryland
$1.51M +$204K +967 +16%
MW
818
MBL Wealth
North Carolina
$1.51M +$1.51M +7,696 New
AMCA
819
Arthur M. Cohen & Associates
Illinois
$1.5M +$3.73K +19 +0.2%
CASB
820
Cape Ann Savings Bank
Massachusetts
$1.5M +$1.5M +7,648 New
JWA
821
JFS Wealth Advisors
Pennsylvania
$1.49M +$1.18K +6 +0.1%
American Century Companies
822
American Century Companies
Missouri
$1.49M -$2.29M -11,700 -61%
UBV
823
United Bank (Virginia)
Virginia
$1.49M +$724K +3,696 +95%
SC
824
Savant Capital
Illinois
$1.49M -$77.6K -396 -5%
IFWM
825
Institute for Wealth Management
Colorado
$1.48M -$1.16M -5,896 -44%
31 32
33
34 35