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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 %
SIAG
1676
Signet Investment Advisory Group
Rhode Island
$30K +$30K +153 New
CI
1677
CX Institutional
Indiana
$29K -$88.4K -451 -75%
HIM
1678
HawsGoodwin Investment Management
Tennessee
$29K -$6.62K -34 -19%
SFP
1679
Sterling Financial Planning
New Jersey
$28K +$28K +141 New
RCA
1680
Ranch Capital Advisors
Florida
$27K – – –
FGAM
1681
Financial Gravity Asset Management
Texas
$27K +$27K +137 New
SFA
1682
Stewardship Financial Advisors
Georgia
$26K – – –
LDFR
1683
Lehman & Derafelo Financial Resources
Pennsylvania
$25K – – –
FCA
1684
FinTrust Capital Advisors
South Carolina
$25K +$1.15K +6 +5%
TC
1685
Truvestments Capital
Florida
$25K +$19.8K +106 +379%
FWM
1686
Focused Wealth Management
New York
$25K +$25K +129 New
JPLA
1687
Joseph P. Lucia & Associates
New York
$24K +$24K +124 New
GTAM
1688
Global Trust Asset Management
Florida
$22K – – –
NWA
1689
Navis Wealth Advisors
New York
$22K +$22K +111 New
MCM
1690
McMillion Capital Management
North Carolina
$20K +$20K +100 New
GWM
1691
Greenhouse Wealth Management
Connecticut
$20K +$20K +100 New
BA
1692
Bellwether Advisors
Nebraska
$20K +$20K +106 New
CAL
1693
Capital Analysts LLC
Pennsylvania
$19K -$431K -2,202 -96%
SPWG
1694
Sage Private Wealth Group
Illinois
$18K +$18K +92 New
CP
1695
Covenant Partners
Tennessee
$17K – – –
CTFG
1696
Capstone Triton Financial Group
Oklahoma
$17K +$17K +86 New
SN
1697
Sittner & Nelson
Oregon
$17K +$17K +88 New
TCM
1698
Tradewinds Capital Management
Washington
$16K – – –
SMFG
1699
Sumitomo Mitsui Financial Group
Japan
$15K – – –
HFA
1700
HC Financial Advisors
California
$15K +$1.71K +9 +13%
66 67
68
69 70