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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 %
GA
1601
GoalVest Advisory
New York
$117K +$117K +596 New
RE
1602
RBC Europe
United Kingdom
$115K +$12.7K +65 +13%
GI
1603
Gradient Investments
Minnesota
$110K – – –
EPM
1604
Elm Partners Management
Pennsylvania
$107K +$107K +544 New
MS
1605
Marshall & Sullivan
Washington
$107K -$432K -84,678 -80%
AWM
1606
AllSquare Wealth Management
New York
$106K – – –
WWM
1607
Wolff Wiese Magana
California
$104K +$104K +531 New
WC
1608
Westwind Capital
New Mexico
$102K -$171K -874 -63%
FFA
1609
Freedman Financial Associates
Massachusetts
$102K +$102K +521 New
IF
1610
Ironwood Financial
Arizona
$100K +$196 +1 +0.2%
PP
1611
PrairieView Partners
Minnesota
$99K -$13.7K -70 -12%
FCB
1612
First Command Bank
Texas
$99K +$40.1K +205 +68%
FCFS
1613
First Command Financial Services
Texas
$99K +$40.1K +205 +68%
CL
1614
COWA LLC
Oklahoma
$99K +$99K +475 New
BWM
1615
Baystate Wealth Management
Massachusetts
$97K +$197 +1 +0.2%
FFA
1616
Founders Financial Alliance
North Carolina
$97K +$11.7K +59 +14%
ARIS
1617
Advanced Research Investment Solutions
California
$95K +$95K +487 New
CCM
1618
Cribstone Capital Management
Maine
$92K – – –
KCM
1619
Kathmere Capital Management
Pennsylvania
$92K – – –
ME
1620
McIlrath & Eck
Washington
$90K -$25K -128 -22%
CAL
1621
Capital Advisors Ltd
Ohio
$90K – – –
SC
1622
Sawyer & Company
Massachusetts
$88K – – –
CI
1623
Cavalier Investments
Georgia
$87K -$1.11M -5,687 -93%
LWP
1624
Lumature Wealth Partners
Georgia
$85K +$85K +433 New
ACA
1625
Aptus Capital Advisors
Alabama
$84K -$108K -554 -56%
63 64
65
66 67