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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 %
EFS
1101
Essex Financial Services
Connecticut
$681K +$69.4K +354 +11%
APWA
1102
Atlas Private Wealth Advisors
New Jersey
$680K -$23.9K -122 -3%
CWM
1103
CMH Wealth Management
New Hampshire
$680K – – –
VCAM
1104
Van Cleef Asset Management
Ohio
$679K -$78.5K -400 -10%
MIG
1105
McGuire Investment Group
Rhode Island
$678K – – –
MCM
1106
Mengis Capital Management
Oregon
$677K +$9.79K +50 +1%
BG
1107
Berry Group
Massachusetts
$675K – – –
NG
1108
NWK Group
California
$674K -$16.1K -82 -2%
BA
1109
Ballew Advisors
Mississippi
$673K -$19.3K -93 -3%
D
1110
Diversified
Delaware
$673K +$673K +3,293 New
MWM
1111
Minot Wealth Management
Massachusetts
$672K +$44.7K +228 +7%
HT
1112
Heritage Trust
Oklahoma
$672K +$286K +1,461 +74%
RMAM
1113
Raab & Moskowitz Asset Management
New Jersey
$671K – – –
SAS
1114
Stelac Advisory Services
New York
$670K +$2.55K +13 +0.4%
FPCM
1115
Financial Partners Capital Management
New York
$666K – – –
NP
1116
NorthRock Partners
Minnesota
$665K -$144K -732 -18%
BMWM
1117
Brown Miller Wealth Management
Virginia
$659K +$659K +3,362 New
NSIM
1118
North Star Investment Management
Illinois
$650K – – –
IRC
1119
Investors Research Corp
Georgia
$649K – – –
AWM
1120
Avitas Wealth Management
California
$644K +$644K +3,285 New
RFM
1121
Royal Fund Management
Florida
$644K +$644K +3,287 New
CFA
1122
Capstone Financial Advisors
Illinois
$641K +$44.7K +228 +8%
BSAM
1123
Blue Sky Asset Management
Colorado
$641K +$641K +3,003 New
NGA
1124
Naples Global Advisors
Florida
$640K +$20.8K +106 +3%
NFG
1125
Nations Financial Group
Iowa
$640K +$180K +917 +39%
43 44
45
46 47