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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 %
CIA
1576
Cascade Investment Advisors
Oregon
$153K – – –
APWM
1577
Atlas Private Wealth Management
New York
$152K – – –
PP
1578
PDS Planning
Ohio
$151K +$151K +770 New
AFG
1579
Albion Financial Group
Utah
$148K +$148K +756 New
WAS
1580
Winch Advisory Services
Wisconsin
$145K – – –
WFA
1581
WestHill Financial Advisors
California
$144K +$144K +734 New
CYG
1582
Clean Yield Group
Vermont
$142K – – –
PFGIA
1583
Patriot Financial Group Insurance Agency
Massachusetts
$142K +$21K +107 +17%
HFS
1584
Hantz Financial Services
Michigan
$140K -$39.2K -200 -22%
AWM
1585
Aberdeen Wealth Management
Illinois
$139K – – –
FMTCOCP
1586
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$138K – – –
LPIC
1587
LeJeune Puetz Investment Counsel
Michigan
$137K – – –
HWA
1588
HCR Wealth Advisors
California
$135K – – –
SIAG
1589
Safeguard Investment Advisory Group
California
$135K +$135K +691 New
FWC
1590
First Washington Corp
Washington
$133K – – –
MIM
1591
Macroview Investment Management
Maryland
$133K – – –
PC
1592
Permanens Capital
New York
$133K +$133K +680 New
ACA
1593
Atlas Capital Advisors
Wyoming
$129K +$129K +658 New
HFM
1594
Hartford Financial Management
Connecticut
$126K +$196 +1 +0.2%
SIAP
1595
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$124K – – –
PIP
1596
Peachtree Investment Partners
Florida
$124K +$103K +525 +477%
DSC
1597
Duncker Streett & Co
Missouri
$123K – – –
JWM
1598
Janiczek Wealth Management
Colorado
$123K – – –
ETI
1599
Enterprise Trust & Investment
California
$123K – – –
TFA
1600
Toth Financial Advisory
Virginia
$122K +$30.5K +156 +33%
62 63
64
65 66