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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 %
COF
1076
Capital One Financial
Virginia
$719K -$788K -4,018 -52%
22CM
1077
20/20 Capital Management
California
$718K -$277K -1,297 -28%
VFA
1078
Voya Financial Advisors
Connecticut
$718K +$92.6K +471 +15%
GH
1079
GAM Holding
Switzerland
$716K – – –
BFA
1080
Bragg Financial Advisors
North Carolina
$715K -$20.6K -105 -3%
CAM
1081
Concorde Asset Management
Michigan
$713K +$118K +600 +20%
DSN
1082
D. Scott Neal
Kentucky
$711K -$44.1K -225 -6%
FFG
1083
Fullen Financial Group
Ohio
$709K -$4.31K -22 -0.6%
9WM
1084
9258 Wealth Management
Ohio
$709K +$72.2K +368 +11%
NB
1085
Northwest Bancshares
Pennsylvania
$707K – – –
AS
1086
Altshuler Shaham
Israel
$706K +$706K +3,601 New
PL
1087
Plancorp LLC
Missouri
$705K +$31.6K +161 +5%
PHAM
1088
Palisades Hudson Asset Management
Florida
$701K +$392 +2 +0.1%
EWA
1089
Exencial Wealth Advisors
Oklahoma
$701K +$9.6K +49 +1%
MMHP
1090
Murphy Middleton Hinkle & Parker
Georgia
$698K -$12.6K -64 -2%
W
1091
Wealthquest
Ohio
$698K +$48.2K +246 +7%
WAAG
1092
Wealth Alliance Advisory Group
Kansas
$697K +$28.4K +145 +4%
DP
1093
Denver PWM
Colorado
$696K +$1.16K +6 +0.2%
FANJ
1094
Financial Architects (New Jersey)
New Jersey
$696K +$77.4K +395 +13%
PG
1095
Patten Group
Tennessee
$691K -$11.8K -60 -2%
FRA
1096
Frank Rimerman Advisors
California
$691K +$691K +3,522 New
LJAC
1097
L.J. Altfest & Co
New York
$689K -$5.68K -29 -0.8%
KF
1098
Krilogy Financial
Missouri
$688K +$215K +1,098 +46%
SWM
1099
Segment Wealth Management
Texas
$686K +$204K +1,042 +42%
FHC
1100
First Heartland Consultants
Missouri
$686K +$395K +2,015 +136%
42 43
44
45 46