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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 %
SCM
1351
Schnieders Capital Management
California
$366K -$19.6K -100 -5%
CAM
1352
Congress Asset Management
Massachusetts
$366K +$366K +1,869 New
WFA
1353
Wells Financial Advisors
Massachusetts
$365K +$365K +1,860 New
CTA
1354
Chesley Taft & Associates
Illinois
$363K – – –
TCOO
1355
Trust Company of Oklahoma
Oklahoma
$363K – – –
RPWA
1356
Regent Peak Wealth Advisors
Georgia
$362K – – –
HR
1357
Hayden Royal
North Carolina
$359K -$1.44M -7,330 -80%
PWMAG
1358
Pinnacle Wealth Management Advisory Group
New Jersey
$357K -$1.36M -6,965 -79%
APSP
1359
Asset Planning Services (Pennsylvania)
Pennsylvania
$355K -$340K -1,736 -49%
SAM
1360
Seelaus Asset Management
New Jersey
$355K +$196 +1 +0.1%
HS
1361
Horan Securities
United States
$354K +$3.93K +20 +1%
RMA
1362
Roffman Miller Associates
Pennsylvania
$354K +$14.5K +74 +4%
KBFS
1363
Kohmann Bosshard Financial Services
Ohio
$353K +$40.7K +208 +13%
PBO
1364
Peoples Bank (Ohio)
Ohio
$352K +$5.49K +28 +2%
FIB
1365
First Interstate Bank
Montana
$351K -$3.53K -18 -1%
Federated Hermes
1366
Federated Hermes
Pennsylvania
$350K +$300K +1,531 +600%
SAM
1367
Southernsun Asset Management
Tennessee
$350K +$350K +1,784 New
OWP
1368
Obermeyer Wealth Partners
Colorado
$348K – – –
BWP
1369
Bernardo Wealth Planning
Pennsylvania
$348K +$978 +5 +0.3%
IIC
1370
Ironwood Investment Counsel
Arizona
$348K +$12.9K +66 +4%
UFF
1371
USA Financial Formulas
Michigan
$348K +$348K +1,776 New
MAWCM
1372
Mine & Arao Wealth Creation & Management
California
$345K +$196 +1 +0.1%
SFM
1373
Signet Financial Management
New Jersey
$344K -$160K -817 -32%
HCM
1374
Howland Capital Management
Massachusetts
$344K -$392 -2 -0.1%
NFG
1375
NewFocus Financial Group
Washington
$344K – – –
53 54
55
56 57