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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 %
ED
1401
Exane Derivatives
France
$313K -$265K -1,350 -46%
P
1402
&Partners
Tennessee
$313K -$19.6K -100 -6%
CA
1403
Cornerstone Advisory
Maryland
$313K +$196 +1 +0.1%
MC
1404
Martin & Co
Tennessee
$312K -$22.5K -115 -7%
ECG
1405
EPIQ Capital Group
California
$311K +$785 +4 +0.3%
LNB
1406
Ledyard National Bank
$310K -$53.9K -275 -15%
AA
1407
Apriem Advisors
California
$310K +$310K +1,580 New
OCPWS
1408
One Charles Private Wealth Services
Massachusetts
$310K +$310K +1,580 New
EWG
1409
Executive Wealth Group
Washington
$309K +$980 +5 +0.3%
BA
1410
Baugh & Associates
Georgia
$309K – – –
NIM
1411
Northeast Investment Management
Massachusetts
$308K -$34.1K -174 -10%
EI
1412
Ellevest Inc
New York
$307K -$13.9K -71 -4%
DL
1413
DOHJ LLC
Washington
$306K – – –
SFG
1414
SevenBridge Financial Group
Pennsylvania
$305K -$22.5K -115 -7%
JFS
1415
JD Financial Services
Pennsylvania
$303K +$303K +1,544 New
GKWIM
1416
Gerber Kawasaki Wealth & Investment Management
California
$303K +$303K +1,547 New
SAG
1417
Spotlight Asset Group
Illinois
$302K – – –
CCFM
1418
Clear Creek Financial Management
Washington
$301K -$8.08M -44,723 -96%
LSPW
1419
Lake Street Private Wealth
Illinois
$299K +$299K +1,525 New
PCTC
1420
Perkins Coie Trust Company
Washington
$298K – – –
MG
1421
McCutchen Group
Washington
$297K +$784 +4 +0.3%
PWM
1422
PBMares Wealth Management
Virginia
$297K +$297K +1,513 New
LHC
1423
Little House Capital
Massachusetts
$296K +$296K +1,513 New
SNT
1424
Security National Trust
West Virginia
$294K – – –
WSCM
1425
Wellington Shields Capital Management
New York
$292K +$292K +1,489 New
55 56
57
58 59