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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 %
WWM
1201
Windsor Wealth Management
Indiana
$523K +$124K +632 +31%
RFN
1202
RDA Financial Network
Iowa
$521K +$107K +545 +26%
FAM
1203
Flaharty Asset Management
Florida
$520K -$147K -750 -22%
DDPIC
1204
Deroy & Devereaux Private Investment Counsel
Michigan
$519K – – –
CCM
1205
Chilton Capital Management
Texas
$519K +$28K +143 +6%
PCS
1206
Personal CFO Solutions
New Jersey
$514K -$16.9M -86,295 -97%
BIM
1207
Bridges Investment Management
Nebraska
$514K +$196 +1 +0%
WDG
1208
Wealth Dimensions Group
Ohio
$513K +$513K +2,617 New
WCM
1209
Washburn Capital Management
Florida
$511K -$21.6K -110 -4%
CCM
1210
Carlson Capital Management
Minnesota
$511K – – –
SAMT
1211
Select Asset Management & Trust
Pennsylvania
$511K +$511K +2,608 New
WKWM
1212
Walter & Keenan Wealth Management
Indiana
$510K – – –
SSCA
1213
South Shore Capital Advisors
Massachusetts
$510K +$510K +2,600 New
QTM
1214
qPULA Trading Management
New York
$510K +$510K +2,600 New
PIA
1215
Powell Investment Advisors
Florida
$504K +$150K +763 +42%
AMC
1216
Asset Management Corp
Illinois
$503K -$244K -1,158 -33%
BC
1217
Brookfield Corp
Ontario, Canada
$500K +$500K +2,552 New
NFSG
1218
Newbridge Financial Services Group
Florida
$499K -$210K -1,071 -30%
APW
1219
Aurora Private Wealth
New Jersey
$498K +$54.9K +280 +12%
SFSIG
1220
San Francisco Sentry Investment Group
California
$496K -$52.9K -270 -10%
AFC
1221
AFT Forsyth & Company
Florida
$496K – – –
GLLW
1222
Graves Light Lenhart Wealth
Virginia
$490K -$89.6K -457 -15%
TFS
1223
TrustCore Financial Services
Tennessee
$490K -$7.06K -36 -1%
FAM
1224
Formidable Asset Management
Ohio
$490K – – –
JSC
1225
Jackson Square Capital
California
$490K +$8.82K +45 +2%
47 48
49
50 51