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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 %
PHS
1376
Pekin Hardy Strauss
Illinois
$341K +$341K +1,740 New
MAS
1377
Madden Advisory Services
Florida
$340K -$30.8K -157 -8%
PAS
1378
Professional Advisory Services
Florida
$340K – – –
C
1379
Cliffwater
California
$339K -$436K -2,226 -56%
Macquarie Group
1380
Macquarie Group
Australia
$339K +$339K +1,727 New
IFA
1381
Interactive Financial Advisors
Illinois
$337K -$22.3K -114 -6%
CFD
1382
Creative Financial Designs
Indiana
$337K +$257K +1,312 +322%
MOS
1383
MGO One Seven
Ohio
$335K -$296K -1,509 -47%
TWA
1384
TCI Wealth Advisors
Arizona
$333K -$52.5K -268 -14%
KA
1385
Kovack Advisors
Florida
$332K -$1.06M -5,390 -76%
OFG
1386
Omega Financial Group
California
$332K +$2.74K +14 +0.8%
X
1387
Xponance
Pennsylvania
$332K +$44.1K +225 +15%
CB
1388
CNB Bank
Pennsylvania
$330K – – –
Fayez Sarofim & Co
1389
Fayez Sarofim & Co
Texas
$330K +$330K +1,683 New
SAM
1390
S.A. Mason
Michigan
$328K – – –
JPG
1391
Jordan Park Group
California
$327K – – –
PK
1392
Pflug Koory
Nebraska
$326K – – –
SCA
1393
Stillwater Capital Advisors
Pennsylvania
$326K +$8.82K +45 +3%
TA
1394
TruWealth Advisors
Louisiana
$323K +$323K +1,650 New
LCM
1395
Logan Capital Management
Pennsylvania
$322K – – –
AWMT
1396
AAFMAA Wealth Management & Trust
North Carolina
$321K +$321K +1,639 New
TCWM
1397
Total Clarity Wealth Management
Illinois
$317K +$2.94K +15 +0.9%
TFS
1398
Thoroughbred Financial Services
Tennessee
$316K +$6.84K +35 +2%
UWPG
1399
Ullmann Wealth Partners Group
Florida
$315K -$60.1K -307 -16%
BWM
1400
BerganKDV Wealth Management
Minnesota
$315K – – –
54 55
56
57 58