IWM icon

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 %
AMG
1551
Asset Management Group
Connecticut
$202K +$202K +1,032 New
FM
1552
Foster & Motley
Ohio
$201K +$201K +1,024 New
DMC
1553
Drexel Morgan & Co
Pennsylvania
$201K +$201K +1,026 New
RCA
1554
Rowland Carmichael Advisors
Arizona
$200K +$4.7K +24 +2%
First Manhattan
1555
First Manhattan
New York
$199K -$262K -1,341 -57%
FNBOSM
1556
First National Bank of South Miami
Florida
$198K -$25.4K -130 -11%
MRCM
1557
M&R Capital Management
New Jersey
$196K – – –
UMC
1558
United Maritime Capital
New York
$196K +$196K +1,000 New
EWM
1559
Endurance Wealth Management
Rhode Island
$194K – – –
TF
1560
Tompkins Financial
New York
$192K -$24.1K -123 -11%
NL
1561
NKCFO LLC
Illinois
$191K -$44.1K -225 -19%
PMAM
1562
Picton Mahoney Asset Management
Ontario, Canada
$188K -$245K -1,250 -57%
AIA
1563
Armor Investment Advisors
North Carolina
$181K – – –
WEC
1564
Winslow Evans & Crocker
Massachusetts
$178K +$169K +862 +1,834%
VBCG
1565
Valley Brook Capital Group
Pennsylvania
$176K +$176K +900 New
CHA
1566
Carmichael Hill & Associates
Maryland
$174K – – –
SFG
1567
Sowa Financial Group
Rhode Island
$173K +$197 +1 +0.1%
RMC
1568
Resources Management Corp
Connecticut
$168K – – –
ATC
1569
Adirondack Trust Company
New York
$165K – – –
CIR
1570
Clear Investment Research
Georgia
$165K +$31.7K +161 +24%
RBC
1571
Roble Belko & Company
Pennsylvania
$164K – – –
M
1572
MOTCO
Texas
$164K +$12K +61 +8%
ADL
1573
Asset Dedication LLC
California
$161K – – –
RP
1574
Rice Partnership
Hawaii
$157K +$85K +434 +118%
WWM
1575
Wagner Wealth Management
South Carolina
$154K +$154K +786 New
61 62
63
64 65