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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 %
CWM
1476
Cabot Wealth Management
Massachusetts
$250K -$87.2K -445 -26%
BAAM
1477
Baker Avenue Asset Management
California
$249K +$249K +1,270 New
NIA
1478
Northstar Investment Advisors
Colorado
$249K +$249K +1,272 New
MCM
1479
Murphy Capital Management
New Jersey
$249K +$249K +1,275 New
BWA
1480
BlueSky Wealth Advisors
North Carolina
$248K +$785 +4 +0.3%
WIA
1481
World Investment Advisors
California
$248K +$248K +1,089 New
IPW
1482
Inlet Private Wealth
Florida
$248K +$248K +1,266 New
HCA
1483
Horan Capital Advisors
Ohio
$246K – – –
WGCA
1484
Wolf Group Capital Advisors
Virginia
$246K +$246K +1,254 New
ZIG
1485
Zuckerman Investment Group
Illinois
$246K +$246K +1,255 New
KFC
1486
Klingenstein Fields & Co
New York
$245K -$34.9K -178 -12%
CPA
1487
Capital Planning Advisors
California
$245K +$245K +1,250 New
CNBTD
1488
Citizens National Bank Trust Department
Mississippi
$245K +$245K +1,250 New
TI
1489
Truepoint Inc
Ohio
$244K +$244K +1,246 New
AWA
1490
Acorn Wealth Advisors
Michigan
$243K +$243K +1,238 New
PCMC
1491
Private Capital Management (Colorado)
Colorado
$243K +$243K +1,239 New
ICP
1492
Interchange Capital Partners
Pennsylvania
$241K +$241K +1,232 New
BSB
1493
Bangor Savings Bank
Maine
$240K +$240K +1,222 New
VST
1494
Van Strum & Towne
California
$240K +$240K +1,225 New
Invesco
1495
Invesco
Georgia
$239K -$179K -916 -43%
LA
1496
LexAurum Advisors
Kansas
$239K +$239K +1,218 New
MHR
1497
Matthew Hamilton Rosenberg
$238K – – –
MAG
1498
Mayfair Advisory Group
Alabama
$238K +$238K +1,212 New
GGS
1499
Galvin Gaustad & Stein
Arizona
$238K +$238K +1,215 New
CAM
1500
Cypress Asset Management
Texas
$237K +$237K +1,210 New
58 59
60
61 62