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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 %
BG
1526
Bollard Group
Massachusetts
$218K -$75K -382 -26%
STB
1527
S&T Bank
Pennsylvania
$218K +$218K +1,111 New
BA
1528
Bluesphere Advisors
Pennsylvania
$218K +$218K +1,116 New
TCOV
1529
Trust Company of Vermont
Vermont
$217K +$39.6K +202 +22%
SWM
1530
Stockman Wealth Management
Montana
$217K +$217K +1,107 New
BST
1531
Bath Savings Trust
Maine
$216K +$216K +1,100 New
1W
1532
1776 Wealth
Georgia
$216K +$216K +1,100 New
EWM
1533
EPG Wealth Management
Georgia
$216K +$216K +1,102 New
ACM
1534
Arlington Capital Management
Illinois
$214K +$214K +1,089 New
BWP
1535
Baldwin Wealth Partners
Massachusetts
$213K – – –
CAN
1536
Claraphi Advisory Network
United States
$213K +$213K +1,085 New
LS
1537
Leelyn Smith
Illinois
$212K +$177K +904 +511%
FPGK
1538
Financial Partners Group (Kansas)
Kansas
$212K +$212K +999 New
SCA
1539
STALEY CAPITAL ADVISERS
Pennsylvania
$211K +$211K +1,075 New
MWM
1540
Maltin Wealth Management
New Jersey
$211K +$211K +1,076 New
IF
1541
IRON Financial
Illinois
$210K +$210K +1,069 New
AAS
1542
Annex Advisory Services
Wisconsin
$210K +$210K +1,070 New
BFG
1543
Berger Financial Group
Minnesota
$210K +$210K +1,070 New
VCM
1544
Versant Capital Management
Arizona
$209K -$19.6K -100 -9%
JCM
1545
Jag Capital Management
Missouri
$207K +$207K +1,073 New
CF
1546
Corrigan Financial
Rhode Island
$206K +$206K +1,051 New
RWM
1547
Reston Wealth Management
Virginia
$206K +$206K +1,048 New
FCCM
1548
First City Capital Management
Georgia
$205K +$205K +904 New
NCM
1549
Northwest Capital Management
Oregon
$203K +$203K +1,037 New
UCMOK
1550
United Capital Management of KS
Kansas
$202K +$202K +1,029 New
60 61
62
63 64