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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 %
SA
1701
SRH Advisors
Kansas
$14K – – –
PA
1702
Perennial Advisors
New York
$14K +$14K +69 New
TFM
1703
TFC Financial Management
Massachusetts
$12K – – –
BL
1704
Balentine LLC
Georgia
$12K +$12K +62 New
AP
1705
Arlington Partners
Alabama
$11K -$554K -2,719 -98%
RIA
1706
RPG Investment Advisory
California
$11K – – –
BHWM
1707
Bay Harbor Wealth Management
Maryland
$11K – – –
AWG
1708
Altus Wealth Group
Colorado
$11K +$11K +55 New
AAMA
1709
Advanced Asset Management Advisors
Ohio
$11K +$11K +56 New
KFS
1710
Kelly Financial Services
Massachusetts
$10.4K +$10.4K +53 New
NSB
1711
Norway Savings Bank
Maine
$10K – – –
SWM
1712
Selective Wealth Management
Virginia
$10K +$10K +49 New
HVM
1713
Harvest Volatility Management
Connecticut
$10K +$10K +53 New
FRA
1714
Front Row Advisors
California
$8K – – –
AIG
1715
American International Group
New York
$7.25K +$2.85K +14,520 +65%
VRM
1716
Vectors Research Management
New York
$7K -$9.53K -49 -58%
EAM
1717
Eukles Asset Management
Ohio
$7K – – –
MIM
1718
MTM Investment Management
South Carolina
$7K +$7K +34 New
TAM
1719
Tucker Asset Management
Colorado
$6.27K +$6.27K +32 New
HCP
1720
Hexagon Capital Partners
Arkansas
$6K – – –
PWA
1721
Phoenix Wealth Advisors
North Carolina
$6K +$6K +29 New
WLPWM
1722
Walled Lake Planning & Wealth Management
Illinois
$5K -$5K -28 -50%
CHAM
1723
Clear Harbor Asset Management
Connecticut
$5K -$833 -4 -14%
SL
1724
Savior LLC
Massachusetts
$5K – – –
TIAM2
1725
Tru Independence Asset Management 2
Oregon
$5K +$5K +23 New
67 68
69
70 71