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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 %
KTA
1151
Keeley-Teton Advisors
Illinois
$605K +$52.9K +270 +10%
KIA
1152
KCM Investment Advisors
California
$600K +$49K +250 +9%
MP
1153
McDonald Partners
Ohio
$600K +$600K +3,062 New
SDWMA
1154
Schneider Downs Wealth Management Advisors
Pennsylvania
$599K -$88.2K -450 -13%
SFS
1155
Strategic Financial Services
New York
$599K -$28.4K -145 -5%
LFG
1156
Larson Financial Group
Missouri
$599K -$18.8K -96 -3%
PAM
1157
Private Asset Management
California
$585K -$97K -495 -14%
GPC
1158
Garrison Point Capital
California
$585K – – –
MWM
1159
Mattern Wealth Management
Kansas
$579K +$39.2K +200 +7%
LW
1160
Linscomb Wealth
Texas
$579K +$100K +510 +21%
FMN
1161
Financial Management Network
California
$578K +$578K +2,698 New
WAG
1162
Winthrop Advisory Group
Massachusetts
$574K -$8.24K -42 -1%
AFG
1163
Allegheny Financial Group
Pennsylvania
$573K +$573K +2,921 New
Chevy Chase Trust
1164
Chevy Chase Trust
Maryland
$572K -$1.47M -7,497 -72%
CWM
1165
Calamos Wealth Management
Illinois
$572K – – –
BHTS
1166
Bar Harbor Trust Services
Maine
$569K – – –
VFG
1167
V2 Financial group
Illinois
$569K +$569K +2,902 New
GT
1168
Greenleaf Trust
Michigan
$567K -$262K -1,334 -32%
RWA
1169
RGT Wealth Advisors
Texas
$565K +$565K +2,880 New
FPW
1170
Flagship Private Wealth
Massachusetts
$565K +$565K +2,697 New
PA
1171
Procyon Advisors
Connecticut
$564K +$30.4K +155 +6%
WI
1172
Wedgewood Investors
Pennsylvania
$559K – – –
MJRIC
1173
Mogy Joel R Investment Counsel
California
$559K – – –
HPA
1174
High Probability Advisors
New York
$559K +$559K +2,850 New
BCA
1175
Bay Colony Advisors
Massachusetts
$557K +$28.4K +145 +5%
45 46
47
48 49