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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 %
CT
1051
Columbia Trust
Oregon
$759K +$759K +3,878 New
CAG
1052
Crestwood Advisors Group
Massachusetts
$752K -$10K -51 -1%
FPS
1053
Fieldpoint Private Securities
Connecticut
$752K +$752K +3,838 New
AIS
1054
American Investment Services
Massachusetts
$751K -$17.6K -90 -2%
WFA
1055
Wade Financial Advisory
California
$750K -$6.67K -34 -0.9%
DCM
1056
Donaldson Capital Management
Indiana
$750K +$187K +955 +33%
BFC
1057
Bedel Financial Consulting
Indiana
$749K +$784 +4 +0.1%
CCG
1058
Cypress Capital Group
Florida
$749K +$252K +1,285 +51%
WPC
1059
White Pine Capital
Minnesota
$742K -$36.6K -187 -5%
KAH
1060
Kathryn A. Hall
$742K – – –
ACM
1061
Ategra Capital Management
Virginia
$741K +$25.9K +132 +4%
PP
1062
Pegasus Partners
Wisconsin
$741K -$650K -3,315 -47%
GL
1063
Graypoint LLC
New York
$741K +$7.06K +36 +1%
BCM
1064
BTR Capital Management
California
$741K +$94.1K +480 +15%
MSFS
1065
Main Street Financial Solutions
Pennsylvania
$740K +$740K +3,772 New
BMCM
1066
Bryn Mawr Capital Management
Pennsylvania
$737K -$227K -1,159 -24%
CAAS
1067
Capital Asset Advisory Services
Michigan
$735K +$57.8K +295 +9%
JWM
1068
JFG Wealth Management
Colorado
$734K +$734K +3,747 New
LWM
1069
Lyell Wealth Management
California
$731K +$731K +3,726 New
SWA
1070
Sightline Wealth Advisors
Connecticut
$729K +$729K +3,721 New
SWM
1071
Sugarloaf Wealth Management
Georgia
$728K -$4.31K -22 -0.6%
B
1072
Bridgeworth
Alabama
$723K -$33.5K -171 -4%
Fisher Asset Management
1073
Fisher Asset Management
Washington
$722K +$184K +941 +34%
SM
1074
Sciencast Management
New Jersey
$722K +$722K +3,500 New
PFC
1075
Poplar Forest Capital
California
$721K +$12.6K +64 +2%
41 42
43
44 45