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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 %
RA
1501
Reby Advisors
Connecticut
$236K +$236K +1,203 New
JAFL
1502
Jay A. Fishman Ltd
Michigan
$235K +$235K +1,200 New
GCA
1503
Greenwood Capital Associates
South Carolina
$235K -$71.2K -363 -23%
WA
1504
Wealth Alliance
New York
$235K -$56.7K -289 -19%
FIM
1505
Freedom Investment Management
Connecticut
$235K +$235K +1,199 New
AOWM
1506
Alpha Omega Wealth Management
Virginia
$235K +$235K +1,200 New
VC
1507
Vicus Capital
Pennsylvania
$233K +$233K +1,188 New
MFW
1508
Mosaic Family Wealth
Missouri
$231K +$231K +1,178 New
IIM
1509
Ironwood Investment Management
Massachusetts
$229K +$229K +1,167 New
APW
1510
Austin Private Wealth
Texas
$229K +$229K +1,168 New
BW
1511
Bison Wealth
Georgia
$228K – – –
AC
1512
Apella Capital
Connecticut
$228K +$228K +1,162 New
SMA
1513
Sage Mountain Advisors
Georgia
$227K +$227K +1,156 New
FWM
1514
FSA Wealth Management
Massachusetts
$227K +$227K +1,157 New
GWMIA
1515
Global Wealth Management Investment Advisory
Florida
$225K – – –
Betterment LLC
1516
Betterment LLC
New York
$225K +$225K +1,147 New
LDB
1517
Lee, Danner & Bass
Tennessee
$225K +$225K +1,149 New
ISWM
1518
Independent Solutions Wealth Management
New York
$224K +$224K +1,144 New
BO
1519
Bank OZK
Arkansas
$224K +$224K +1,140 New
PFA
1520
Paradigm Financial Advisors
Missouri
$224K +$224K +1,143 New
HWM
1521
Hohimer Wealth Management
Washington
$222K +$222K +1,131 New
PFA
1522
Pure Financial Advisors
California
$220K +$220K +1,120 New
FFA
1523
First Foundation Advisors
California
$220K +$220K +1,121 New
TWM
1524
Triton Wealth Management
Arizona
$219K -$1.5M -7,624 -87%
EWM
1525
Executive Wealth Management
Michigan
$219K +$219K +1,119 New
59 60
61
62 63