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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 %
PGCM
201
Prescott Group Capital Management
Oklahoma
$19.6M +$19.6M +100,000 New
GCM
202
Gladius Capital Management
Illinois
$19.2M +$11.1M +56,850 +139%
GLA
203
Great Lakes Advisors
Illinois
$19.2M -$651K -3,319 -3%
JF
204
Jump Financial
Illinois
$18.9M -$7.02M -35,799 -27%
QI
205
QS Investors
New York
$18.7M -$6.03M -30,764 -24%
B
206
Barings
North Carolina
$18.7M -$3.91M -19,947 -17%
CCA
207
Childress Capital Advisors
Texas
$18.6M +$18.6M +411,431 New
CAN
208
Cetera Advisor Networks
California
$18.5M +$3.39M +17,279 +22%
EHPM
209
Emery Howard Portfolio Management
California
$18.5M +$12.5K +64 +0.1%
SPIA
210
Steward Partners Investment Advisory
New York
$18.5M +$4.15M +21,170 +29%
HCM
211
Hengehold Capital Management
Ohio
$18.4M +$18.4M +93,858 New
LGWM
212
Litman Gregory Wealth Management
California
$18.4M +$167K +852 +0.9%
EWM
213
Edge Wealth Management
New York
$18.3M +$7.42M +37,697 +68%
ATFA
214
All Terrain Financial Advisors
Minnesota
$18.3M +$690K +3,521 +4%
CFN
215
Cordasco Financial Network
Florida
$18.3M -$13.5K -69 -0.1%
PIM
216
Parker Investment Management
California
$18.1M +$18.1M +92,520 New
OFS
217
Oldfather Financial Services
Nebraska
$18.1M -$339K -1,529 -2%
CI
218
Conning Inc
Connecticut
$17.9M – – –
BFG
219
Baron Financial Group
New Jersey
$17.7M -$795K -4,055 -4%
JIR
220
James Investment Research
Ohio
$17.6M -$168K -858 -0.9%
BJL
221
Brighton Jones LLC
Washington
$17.3M +$260K +1,324 +2%
MWM
222
Modera Wealth Management
New Jersey
$17.3M +$4.55M +23,201 +36%
DADC
223
D.A. Davidson & Co
Montana
$17M -$518K -2,643 -3%
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17M -$1.93M -9,834 -10%
First Trust Advisors
225
First Trust Advisors
Illinois
$16.9M +$482K +1,321 +3%
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