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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 %
WTB
1001
Washington Trust Bank
Washington
$856K – – –
KCM
1002
Karp Capital Management
California
$855K +$855K +4,359 New
AWA
1003
Arkadios Wealth Advisors
Georgia
$853K -$459K -2,341 -35%
SWA
1004
Stratos Wealth Advisors
Ohio
$852K -$63.1K -322 -7%
OWA
1005
Outlook Wealth Advisors
Texas
$852K +$149K +758 +21%
MWP
1006
MYCIO Wealth Partners
Pennsylvania
$852K +$431K +2,198 +102%
CWP
1007
Capital Wealth Planning
Florida
$842K +$842K +3,917 New
BS
1008
Boenning & Scattergood
Pennsylvania
$841K +$91.4K +466 +12%
ECM
1009
Elgethun Capital Management
South Dakota
$840K +$2.55K +13 +0.3%
MPM
1010
Meritage Portfolio Management
Kansas
$837K +$251K +1,280 +43%
DLCIG
1011
D.L. Carlson Investment Group
New Hampshire
$837K +$440K +2,245 +111%
DWP
1012
Destiny Wealth Partners
Florida
$837K +$837K +4,269 New
AWS
1013
AJ Wealth Strategies
New York
$834K +$588 +3 +0.1%
PWLP
1014
Prio Wealth Limited Partnership
Massachusetts
$834K +$23.1K +118 +3%
IAIM
1015
International Assets Investment Management
Florida
$834K +$53.3K +272 +7%
PMG
1016
ProVise Management Group
Florida
$830K – – –
SCM
1017
Shelton Capital Management
Colorado
$828K -$29.4K -150 -3%
HCM
1018
HM Capital Management
Missouri
$828K – – –
SVWAG
1019
Sound View Wealth Advisors Group
Georgia
$827K -$6.47K -33 -0.8%
TC
1020
TownSquare Capital
Utah
$820K +$33.6K +171 +4%
PA
1021
Pinnacle Associates
New York
$817K -$1.35M -6,889 -62%
BAS
1022
Brown Advisory Securities
Maryland
$813K +$248K +1,265 +44%
DIA
1023
Dana Investment Advisors
Wisconsin
$812K +$327K +1,666 +67%
SWA
1024
Sutton Wealth Advisors
Florida
$808K +$1.18K +6 +0.1%
NPT
1025
Nixon Peabody Trust
Massachusetts
$806K -$1.96K -10 -0.2%
39 40
41
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