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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 %
HC
1426
Hamilton Capital
Ohio
$292K +$292K +1,490 New
CSWG
1427
Cardinal Strategic Wealth Guidance
Kentucky
$291K -$47.1K -240 -14%
OSAM
1428
O'Shaughnessy Asset Management
Connecticut
$289K +$49K +250 +20%
GIP
1429
Granite Investment Partners
California
$288K – – –
KM
1430
Kalos Management
Georgia
$288K +$288K +1,350 New
AWA
1431
Arete Wealth Advisors
Illinois
$287K -$705K -3,653 -71%
GCM
1432
Gables Capital Management
Florida
$287K – – –
VCP
1433
Vista Capital Partners
Oregon
$286K -$74K -378 -21%
GSWM
1434
Golden State Wealth Management
California
$286K -$10.6K -54 -4%
BSSFA
1435
Baron Silver Stevens Financial Advisors
Florida
$286K +$286K +1,459 New
JFA
1436
JNBA Financial Advisors
Minnesota
$285K +$83.4K +425 +41%
IWP
1437
IAG Wealth Partners
Wisconsin
$284K – – –
JWM
1438
JGP Wealth Management
Oregon
$283K – – –
HCM
1439
Hilton Capital Management
New York
$283K – – –
DWM
1440
Darwin Wealth Management
Florida
$282K +$16.5K +84 +6%
FCA
1441
FLC Capital Advisors
California
$281K – – –
CIC
1442
Cornercap Investment Counsel
Georgia
$280K +$280K +1,688 New
SAM
1443
SP Asset Management
California
$279K -$19.9K -90 -7%
LA
1444
Legacy Advisors
Pennsylvania
$279K -$12.2K -62 -4%
GAM
1445
Gemmer Asset Management
California
$279K -$7.25K -37 -3%
SFG
1446
Sovereign Financial Group
Connecticut
$278K +$278K +1,418 New
GPA
1447
Guidance Point Advisors
Massachusetts
$277K +$195 +1 +0.1%
GCA
1448
Gradient Capital Advisors
California
$275K -$50.6K -258 -16%
SBL
1449
Sargent Bickham Lagudis
Colorado
$275K – – –
NAS
1450
Nicolet Advisory Services
Wisconsin
$275K +$275K +1,405 New
56 57
58
59 60