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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
$2.01B
2
Citigroup
Citigroup
New York
$1.87B
3
Wells Fargo
Wells Fargo
California
$5.21B
4
TD Asset Management
TD Asset Management
Ontario, Canada
$601M
5
Millennium Management
Millennium Management
New York
$514M

Top Sellers

1
Barclays
Barclays
United Kingdom
$662M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.58B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$150M
4
Bank of America
Bank of America
North Carolina
$5.3B
5
Goldman Sachs
Goldman Sachs
New York
$5.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
1651
Contravisory Investment Management
Massachusetts
$47K -$41.1K -210 -47%
FFC
1652
First Financial Corp
Indiana
$45K -$7.66K -39 -15%
AF
1653
Affiance Financial
Minnesota
$45K – – –
FA
1654
Fortis Advisors
Pennsylvania
$45K +$198 +1 +0.4%
DWMG
1655
DB Wealth Management Group
California
$43K +$43K +220 New
SFC
1656
SYM Financial Corp
Indiana
$42K – – –
VNA
1657
Valley National Advisers
Pennsylvania
$41K +$38.9K +200 +1,818%
CAM
1658
Costello Asset Management
Pennsylvania
$40K – – –
WCAMG
1659
Woodard & Company Asset Management Group
North Carolina
$39K – – –
HI
1660
Hudock Inc
Pennsylvania
$39K +$1.55K +8 +4%
LWA
1661
Lowe Wealth Advisors
Maryland
$38K – – –
CAS
1662
Coppell Advisory Solutions
Texas
$38K +$38K +196 New
AWM
1663
Accel Wealth Management
Iowa
$38K +$38K +196 New
SFA
1664
Semmax Financial Advisors
North Carolina
$37K +$197 +1 +0.5%
FWM
1665
ForthRight Wealth Management
Georgia
$37K +$37K +187 New
TA
1666
Tectonic Advisors
Texas
$37K +$37K +187 New
DAM
1667
Delta Asset Management
Tennessee
$36K -$32.5K -165 -47%
SWP
1668
ShoreHaven Wealth Partners
New Jersey
$36K +$36K +181 New
AIM
1669
Anchor Investment Management
South Carolina
$35.1K – – –
PAIM
1670
Punch & Associates Investment Management
Minnesota
$33K -$169K -865 -84%
EP
1671
Eudaimonia Partners
Tennessee
$33K – – –
DAC
1672
Dividend Assets Capital
South Carolina
$32K -$970 -5 -3%
OIM
1673
Oder Investment Management
California
$31K +$31K +157 New
APC
1674
Asset Planning Corporation
Tennessee
$31K +$31K +160 New
MSFP
1675
Mark Sheptoff Financial Planning
Connecticut
$30K +$10.1K +51 +51%
65 66
67
68 69