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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 %
Marshall Wace
976
Marshall Wace
United Kingdom
$926K -$472K -2,409 -34%
CCM
977
Compton Capital Management
Rhode Island
$925K -$5.88K -30 -0.6%
Financial Engines Advisors
978
Financial Engines Advisors
California
$923K +$40.8K +208 +5%
BA
979
Bristlecone Advisors
Washington
$923K +$450K +2,295 +95%
WPP
980
Whalerock Point Partners
Rhode Island
$917K +$774K +3,949 +542%
PAM
981
Panagora Asset Management
Massachusetts
$909K -$474K -2,420 -34%
MIH
982
Meitav Investment House
Israel
$904K -$77.3K -394 -8%
BOS
983
Bingham Osborn & Scarborough
California
$899K -$114K -581 -11%
SCA
984
Stonebridge Capital Advisors
Minnesota
$897K – – –
FG
985
Fiduciary Group
Georgia
$893K – – –
MAP
986
Moody Aldrich Partners
Massachusetts
$891K +$891K +4,543 New
VR
987
Viridian RIA
Washington
$888K +$5.49K +28 +0.6%
AIM
988
AMI Investment Management
Indiana
$888K +$579K +2,950 +187%
HPWM
989
Highland Private Wealth Management
Washington
$887K -$14.7K -75 -2%
TF
990
Trek Financial
Arizona
$885K +$885K +4,513 New
NIM
991
Nicollet Investment Management
Minnesota
$883K +$40.2K +205 +5%
BCM
992
Bourgeon Capital Management
Connecticut
$882K – – –
RCWMU
993
Rothschild & Co Wealth Management (UK)
United Kingdom
$881K – – –
MC
994
Moors & Cabot
Massachusetts
$880K +$617K +3,145 +234%
CHJWM
995
Carlton Hofferkamp & Jenks Wealth Management
Texas
$879K +$213 +1 +0%
RT
996
Rockland Trust
Massachusetts
$876K +$74.3K +379 +9%
SIS
997
Sound Income Strategies
Florida
$875K +$863K +4,402 +7,461%
BCM
998
BlueCrest Capital Management
Jersey
$872K +$872K +4,450 New
SFG
999
Summit Financial Group
West Virginia
$861K +$49K +250 +6%
GFS
1000
GYL Financial Synergies
Connecticut
$856K -$13.7K -70 -2%
38 39
40
41 42