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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 %
NNP
951
Nachman Norwood & Parrott
South Carolina
$1.02M -$3.14K -16 -0.3%
SHJ
952
Sharkey, Howes & Javer
Colorado
$1.02M – – –
COCM
953
Charter Oak Capital Management
New Hampshire
$1.02M +$1.02M +5,203 New
MFT
954
Moisand Fitzgerald Tamayo
Florida
$1.02M -$11.6K -59 -1%
PMFA
955
Plante Moran Financial Advisors
Michigan
$1.01M +$95.5K +487 +10%
IP
956
Investment Partners
Ohio
$1.01M +$173K +883 +21%
CC
957
Chicago Capital
Illinois
$997K -$40.6K -207 -4%
PB
958
Pinnacle Bancorp
Nebraska
$991K +$20K +102 +2%
MWA
959
Meridian Wealth Advisors
Texas
$986K +$48.4K +247 +5%
PCM
960
Pointe Capital Management
Michigan
$986K +$68K +347 +7%
BDFN
961
Bond & Devick Financial Network
Minnesota
$984K +$984K +5,017 New
CMANY
962
Capital Management Associates (New York)
New York
$980K +$980K +5,000 New
SS
963
Sunbelt Securities
Texas
$971K -$166K -847 -15%
MMA
964
Miracle Mile Advisors
California
$964K -$104K -529 -10%
Vontobel Holding
965
Vontobel Holding
Switzerland
$961K +$961K +4,902 New
AF
966
Aldebaran Financial
$957K +$34.5K +176 +4%
ERWM
967
Elk River Wealth Management
Colorado
$957K +$957K +4,882 New
AG
968
Algert Global
California
$944K +$944K +4,816 New
FFA
969
Fragasso Financial Advisors
Pennsylvania
$943K +$2.94K +15 +0.3%
WPW
970
Waldron Private Wealth
Pennsylvania
$942K +$187K +953 +25%
BWA
971
Bordeaux Wealth Advisors
California
$942K +$942K +4,804 New
HWM
972
Howard Wealth Management
Connecticut
$932K +$12.9K +66 +1%
CMA
973
Cedar Mountain Advisors
Oregon
$928K -$19.8K -101 -2%
Loomis, Sayles & Company
974
Loomis, Sayles & Company
Massachusetts
$927K -$168K -855 -15%
GJIC
975
Gamble Jones Investment Counsel
California
$927K – – –
37 38
39
40 41