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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 %
APCM
1226
Alaska Permanent Capital Management
Alaska
$488K – – –
PPCM
1227
Pillar Pacific Capital Management
California
$487K -$17.1K -87 -3%
NCM
1228
Next Capital Management
New York
$485K – – –
FLA
1229
Financial Life Advisors
Texas
$483K -$36.2K -185 -7%
CFS
1230
CRA Financial Services
New Jersey
$482K +$2.94K +15 +0.6%
H
1231
HoyleCohen
California
$482K +$6.07K +31 +1%
STC
1232
Sarah T. Connolly
$482K +$482K +2,459 New
RIM
1233
Rockbridge Investment Management
New York
$478K +$39.4K +201 +9%
LWA
1234
Lineweaver Wealth Advisors
Ohio
$475K +$475K +2,424 New
SFG
1235
StrategIQ Financial Group
Indiana
$473K +$41K +209 +9%
SC
1236
Skylands Capital
Wisconsin
$471K – – –
SAF
1237
Smith Anglin Financial
Texas
$471K +$471K +2,400 New
LFA
1238
Landmark Financial Advisors
Kentucky
$469K -$105K -504 -18%
TF
1239
TimeScale Financial
Massachusetts
$469K -$46.9K -239 -9%
SC
1240
SouthState Corp
Florida
$469K +$103K +526 +28%
RW
1241
REDW Wealth
New Mexico
$467K – – –
OFG
1242
Oxford Financial Group
Indiana
$466K -$376K -1,916 -45%
ZB
1243
Zions Bancorporation
Utah
$465K -$117K -599 -20%
TCWA
1244
Ten Capital Wealth Advisors
Washington
$464K -$12.5K -64 -3%
W
1245
WealthStone
Ohio
$464K +$464K +2,367 New
KL
1246
KWMG LLC
Kansas
$463K -$4.91K -25 -1%
CSPIA
1247
Cary Street Partners Investment Advisory
Virginia
$463K +$26.3K +134 +6%
CL
1248
CIM LLC
New York
$461K – – –
CCM
1249
Crossvault Capital Management
Texas
$459K -$25.5K -130 -5%
LGA
1250
Lebenthal Global Advisors
New York
$459K +$459K +2,344 New
48 49
50
51 52