IWM icon

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 %
NAM
901
Nationwide Asset Management
Ohio
$1.18M +$1.18M +6,000 New
IR
902
Invictus RG
Bermuda
$1.18M +$1.18M +6,000 New
PWM
903
PRW Wealth Management
Massachusetts
$1.17M +$106K +540 +10%
PO
904
Private Ocean
California
$1.17M -$20.2K -103 -2%
AAM
905
Ameraudi Asset Management
New York
$1.16M -$4.14M -21,108 -78%
HFA
906
Hoover Financial Advisors
Pennsylvania
$1.16M -$113K -527 -9%
PS
907
Planned Solutions
California
$1.16M +$3.33K +17 +0.3%
TH
908
TCTC Holdings
Texas
$1.16M +$29.4K +150 +3%
MMG
909
Monetary Management Group
Missouri
$1.15M – – –
CMO
910
Covenant Multifamily Offices
Texas
$1.15M – – –
ONST
911
Old North State Trust
North Carolina
$1.15M -$81K -413 -7%
CB
912
Community Bank
New York
$1.15M -$18.2K -93 -2%
MWM
913
Mission Wealth Management
California
$1.14M +$37K +189 +3%
HA
914
HYA Advisors
Missouri
$1.14M -$30K -153 -3%
Allianz Asset Management
915
Allianz Asset Management
Germany
$1.14M -$19.8M -100,810 -95%
TAM
916
Townsend Asset Management
North Carolina
$1.13M +$1.96K +10 +0.2%
SB
917
Strategic Blueprint
Georgia
$1.13M -$566K -2,884 -33%
EWM
918
Empirical Wealth Management
Washington
$1.13M -$51.2K -261 -4%
ACI
919
Alpha Cubed Investments
California
$1.12M +$17.1K +87 +2%
CTC
920
Central Trust Company
Missouri
$1.12M – – –
VCM
921
Virtue Capital Management
Tennessee
$1.11M +$1.11M +5,655 New
EA
922
Elm Advisors
California
$1.11M -$93.1K -475 -8%
AAM
923
Aureus Asset Management
Massachusetts
$1.1M +$293K +1,494 +36%
MAM
924
Meeder Asset Management
Ohio
$1.1M +$520K +2,655 +90%
PC
925
Port Capital
Illinois
$1.1M +$1.1M +5,599 New
35 36
37
38 39