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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 %
CCM
826
Colorado Capital Management
Colorado
$1.47M +$62.8K +319 +4%
TCBWMS
827
Texas Capital Bank Wealth Management Services
Texas
$1.47M +$1.47M +7,479 New
IFG
828
Investors Financial Group
Minnesota
$1.46M +$240K +1,223 +20%
OIA
829
OneDigital Investment Advisors
Kansas
$1.46M +$250K +1,266 +21%
FFN
830
Focus Financial Network
Minnesota
$1.45M -$295K -1,504 -17%
PFA
831
Pettinga Financial Advisors
Indiana
$1.44M +$406K +2,070 +39%
OAM
832
Occidental Asset Management
California
$1.44M +$667K +3,405 +86%
DHFB
833
Dixon Hubard Feinour & Brown
Virginia
$1.44M – – –
CRWM
834
Castle Rock Wealth Management
California
$1.44M +$1.44M +6,686 New
IWA
835
Intercontinental Wealth Advisors
Texas
$1.43M -$96.9K -494 -6%
CM
836
Columbus Macro
Pennsylvania
$1.43M +$1.43M +7,306 New
HSA
837
HBK Sorce Advisory
Pennsylvania
$1.42M -$12K -61 -0.8%
WIC
838
Whitegate Investment Counselors
New Hampshire
$1.42M -$176K -895 -11%
JA
839
JVL Associates
Michigan
$1.41M – – –
OPCM
840
Osborne Partners Capital Management
California
$1.4M +$123K +629 +10%
MIM
841
MetLife Investment Management
New Jersey
$1.39M -$9.35M -47,700 -87%
BAMG
842
Brand Asset Management Group
Missouri
$1.39M +$81K +413 +6%
MPWT
843
MassMutual Private Wealth & Trust
Connecticut
$1.39M +$87.8K +448 +7%
TK
844
TIAA Kaspick
Massachusetts
$1.38M – – –
VLC
845
Van Leeuwen & Company
New Jersey
$1.38M +$1.38M +7,053 New
FNB
846
Farmers National Bank
Kentucky
$1.37M +$1.37M +6,983 New
AIM
847
Allen Investment Management
New York
$1.37M – – –
BFA
848
Brown Financial Advisory
Alabama
$1.37M +$1.37M +6,982 New
1IA
849
1834 Investment Advisors
Wisconsin
$1.37M -$98.8K -504 -7%
AC
850
Alley Company
Illinois
$1.37M – – –
32 33
34
35 36