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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 %
SBIA
1176
Sheaff Brock Investment Advisors
Indiana
$555K -$6.28K -32 -1%
LP
1177
LGL Partners
Pennsylvania
$555K +$12K +61 +2%
IA
1178
Insight Advisors
Pennsylvania
$551K +$551K +2,809 New
LA
1179
Lynch & Associates
Indiana
$549K – – –
SFA
1180
Source Financial Advisors
New York
$549K +$549K +2,802 New
LWM
1181
Laidlaw Wealth Management
New York
$547K +$256K +1,303 +88%
HA
1182
Harborview Advisors
Maine
$546K – – –
MSWMA
1183
Market Street Wealth Management Advisors
Indiana
$544K – – –
WP
1184
WealthPLAN Partners
Nebraska
$543K +$543K +2,484 New
CCM
1185
Canal Capital Management
Virginia
$542K +$784 +4 +0.1%
SWA
1186
SOA Wealth Advisors
New York
$542K +$542K +2,389 New
AWM
1187
Altium Wealth Management
New York
$541K +$6.67K +34 +1%
SWM
1188
SeaCrest Wealth Management
New York
$540K +$6.66K +34 +1%
ECAM
1189
East Coast Asset Management
Massachusetts
$538K – – –
BDF
1190
Balasa Dinverno & Foltz
$537K – – –
CCA
1191
Conservest Capital Advisors
Pennsylvania
$536K -$137K -700 -20%
QAM
1192
QCI Asset Management
New York
$534K +$206K +1,052 +63%
FC
1193
Forte Capital
New York
$532K – – –
PP
1194
Peconic Partners
New York
$529K – – –
JWM
1195
Jackson Wealth Management
Florida
$528K -$45.3K -231 -8%
MCC
1196
Money Concepts Capital
Florida
$527K +$527K +2,687 New
TLFA
1197
True Link Financial Advisors
California
$526K +$526K +7,254 New
LOPW
1198
Live Oak Private Wealth
North Carolina
$525K +$137K +701 +35%
PAM
1199
Premier Asset Management
Illinois
$523K -$423K -2,156 -45%
ZCA
1200
Zeke Capital Advisors
Pennsylvania
$523K -$2.16K -11 -0.4%
46 47
48
49 50