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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 %
BIA
1026
Bigelow Investment Advisors
Maine
$805K +$196 +1 +0%
LC
1027
LCNB Corp
Ohio
$804K -$31.4K -160 -4%
RDFA
1028
Ritter Daniher Financial Advisory
Ohio
$802K +$802K +4,089 New
SWM
1029
SigFig Wealth Management
California
$801K +$17K +87 +2%
CIAS
1030
Capital Investment Advisory Services
North Carolina
$801K +$291K +1,486 +57%
EK
1031
Evensky & Katz
Florida
$797K +$5.29K +27 +0.7%
AWM
1032
Avior Wealth Management
Nebraska
$793K +$196 +1 +0%
KFS
1033
Kaizen Financial Strategies
California
$788K +$788K +4,021 New
TC
1034
Trilogy Capital
California
$787K +$392 +2 +0%
PMG
1035
Private Management Group
California
$785K +$26.3K +134 +3%
MIM
1036
Montgomery Investment Management
Maryland
$784K – – –
VWM
1037
Venturi Wealth Management
Texas
$784K +$4.51K +23 +0.6%
NWM
1038
Northwest Wealth Management
Iowa
$783K +$10.2K +52 +1%
APW
1039
Acima Private Wealth
Virginia
$782K – – –
CWM
1040
Concentric Wealth Management
California
$781K +$49.2K +251 +7%
WCM
1041
Wealthcare Capital Management
Virginia
$779K -$33.5K -171 -4%
MPCG
1042
Matrix Private Capital Group
New York
$778K +$71.2K +363 +10%
CFFP
1043
Center for Financial Planning
Michigan
$777K +$36.1K +184 +5%
MCM
1044
Mainstay Capital Management
Michigan
$777K +$134K +681 +21%
CSA
1045
Cottage Street Advisors
Massachusetts
$774K +$774K +3,950 New
RPGK
1046
Retirement Planning Group (Kansas)
Kansas
$771K -$40.2K -205 -5%
IIC
1047
Integrated Investment Consultants
Michigan
$770K – – –
HHGC
1048
Hunting Hill Global Capital
New York
$765K +$765K +3,900 New
KFI
1049
Key Financial Inc
Pennsylvania
$763K -$59.2K -302 -7%
CHA
1050
Cooper/Haims Advisors
New York
$760K +$196 +1 +0%
40 41
42
43 44