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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 %
NOI
1626
Newton One Investments
Delaware
$82K +$82K +420 New
AFS
1627
Annapolis Financial Services
Maryland
$81K +$81K +413 New
FFW
1628
Fusion Family Wealth
New York
$80K -$19.5K -100 -20%
VC
1629
Vestor Capital
Illinois
$80K +$80K +410 New
PCFFS
1630
Pacific Center for Financial Services
California
$79K +$19.8K +101 +33%
LWM
1631
Liberty Wealth Management
California
$79K +$43.9K +209 +125%
RCM
1632
Rain Capital Management
Oregon
$78K – – –
FPCG
1633
Fort Pitt Capital Group
Pennsylvania
$78K +$78K +400 New
CWP
1634
Concord Wealth Partners
Virginia
$78K +$78K +400 New
FFG
1635
Fortem Financial Group
California
$77K +$77K +393 New
TPWA
1636
TRUE Private Wealth Advisors
Oregon
$75K +$194 +1 +0.3%
AW
1637
Avion Wealth
Texas
$75K +$38.6K +197 +106%
TCM
1638
TD Capital Management
Tennessee
$73K – – –
FF
1639
FourThought Financial
Florida
$73K +$73K +376 New
HCM
1640
Horrell Capital Management
Arkansas
$66K – – –
WFA
1641
West Financial Advisors
Iowa
$65K +$65K +333 New
RFWA
1642
RPg Family Wealth Advisory
Massachusetts
$64.1K – – –
PP
1643
Pacifica Partners
Canada
$64K -$5K -25 -7%
RTC
1644
Riverview Trust Company
Washington
$62K -$151K -771 -71%
FPFS
1645
First Personal Financial Services
North Carolina
$60K – – –
NCM
1646
New Capital Management
Texas
$59K – – –
SFPG
1647
Stonebridge Financial Planning Group
Florida
$56K +$196 +1 +0.4%
GFPC
1648
Global Financial Private Client
Florida
$55.7K +$13.1K +67 +31%
OIS
1649
Okabena Investment Services
Minnesota
$54K – – –
JWBC
1650
John W. Brooker & Co
California
$49K – – –
64 65
66
67 68