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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 %
TVAMP
1301
Tennessee Valley Asset Management Partners
Tennessee
$411K +$411K +2,096 New
RB
1302
Renasant Bank
Mississippi
$410K +$410K +2,092 New
CBT
1303
Capital Bank & Trust
California
$407K +$104K +530 +34%
BC
1304
Burney Company
Virginia
$406K -$516K -2,630 -56%
WWA
1305
WC Walker & Associates
California
$406K +$406K +1,804 New
GIM
1306
Goelzer Investment Management
Indiana
$405K -$287K -1,463 -41%
WA
1307
Winfield Associates
Ohio
$404K – – –
BC
1308
Burleson & Co
California
$403K -$20.8K -106 -5%
JAG
1309
Journey Advisory Group
Kentucky
$403K +$403K +2,053 New
CCMG
1310
Clark Capital Management Group
Pennsylvania
$403K +$403K +2,058 New
CBN
1311
Cadence Bank NA
Texas
$402K -$43.4K -221 -10%
KTC
1312
Kistler-Tiffany Companies
Pennsylvania
$402K +$3.53K +18 +0.9%
LWA
1313
Lenox Wealth Advisors
New York
$402K +$78.7K +401 +24%
FHA
1314
Flagship Harbor Advisors
Massachusetts
$401K -$46.8K -239 -10%
FA
1315
Fiducient Advisors
Illinois
$400K +$11K +56 +3%
AWP
1316
Abacus Wealth Partners
California
$399K +$399K +2,037 New
MW
1317
Marcum Wealth
Ohio
$399K +$399K +2,036 New
Luther King Capital Management (LKCM)
1318
Luther King Capital Management (LKCM)
Texas
$398K -$325K – –
HH
1319
HWG Holdings
Texas
$396K – – –
TA
1320
Trellis Advisors
Washington
$396K – – –
YWP
1321
YorkBridge Wealth Partners
New York
$396K +$25.7K +131 +7%
AW
1322
ACG Wealth
Georgia
$394K +$54.5K +278 +16%
DWM
1323
Doyle Wealth Management
Florida
$393K -$6.86K -35 -2%
BWA
1324
BDO Wealth Advisors
Florida
$393K +$1.96K +10 +0.5%
CFA
1325
Cahill Financial Advisors
Minnesota
$393K +$393K +2,004 New
51 52
53
54 55