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iShares Russell 2000 ETF

1,480 hedge funds and large institutions have $43.1B invested in iShares Russell 2000 ETF in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 474 increasing their positions, 666 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 99

2% more capital invested

Capital invested by funds: $42.1B → $43.1B (+$974M)

0% more funds holding

Funds holding: 1,4771,480 (+3)

4% less funds holding in top 10

Funds holding in top 10: 152146 (-6)

4.66% less ownership

Funds ownership: 116.03%111.37% (-4.7%)

29% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 666

58% less call options, than puts

Call options by funds: $17.8B | Put options by funds: $42.7B

Holders
1,480
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
29.86%
Holding in Top 10
146
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.95%
% of All Funds
2.95%
New
118
Increased
474
Reduced
666
Closed
99
Calls
$17.8B
Puts
$42.7B
Net Calls
-$24.9B
Net Calls Change
-$10B
Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
226
Sullivan, Bruyette, Speros & Blaney
Virginia
$11.7M -$62.3K -414 -0.5%
PWM
227
Paulson Wealth Management
Illinois
$11.7M +$77.9K +518 +0.7%
ANB
228
Amarillo National Bank
Texas
$11.7M +$1.87M +12,458 +19%
CAN
229
Cetera Advisor Networks
California
$11.6M +$161K +1,069 +1%
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$11.6M -$517K -3,437 -4%
WSTAM
231
Wilbanks Smith & Thomas Asset Management
Virginia
$11.3M -$447K -2,974 -4%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$11.3M
Thrivent Financial for Lutherans
233
Thrivent Financial for Lutherans
Minnesota
$11.2M +$576K +3,830 +5%
FHB
234
First Hawaiian Bank
Hawaii
$11.2M -$19.4M -128,878 -63%
MAM
235
Marquette Asset Management
Minnesota
$11.2M -$262K -1,744 -2%
MWM
236
Merriman Wealth Management
Washington
$11.2M +$512K +3,400 +5%
CA
237
Crewe Advisors
Utah
$11.1M +$85.2K +566 +0.8%
SPIA
238
Steward Partners Investment Advisory
New York
$10.9M +$239K +1,586 +2%
RWA
239
River Wealth Advisors
Pennsylvania
$10.8M +$789K +5,245 +8%
IUHSA
240
Itau Unibanco Holding S.A.
Brazil
$10.7M +$10.8M +71,457 New
CIG
241
Consolidated Investment Group
Colorado
$10.5M
HNB
242
Huntington National Bank
Ohio
$10.5M
TC
243
Telemus Capital
Michigan
$10.5M +$299K +1,985 +3%
Bessemer Group
244
Bessemer Group
New Jersey
$10.4M -$496K -3,298 -5%
BCA
245
Bray Capital Advisors
Florida
$10.3M +$200K +1,327 +2%
BMM
246
Berkshire Money Management
Massachusetts
$10.3M +$174K +1,155 +2%
CC
247
Courier Capital
New York
$10.2M -$1.01M -6,746 -10%
KHLMVGHM
248
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10M
PCM
249
Pinz Capital Management
New York
$9.96M +$10M +66,500 New
PFPT
250
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.91M -$1.84M -12,261 -16%

IWM Hedge Fund Activity: Q3 2020 in Review

1,480 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2020, worth a combined $43.1B — up 2.3% from $42.1B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new IWM positions and 99 closed out — a net gain of 19 holders — while 474 added to existing stakes and 666 trimmed.

The largest buyer was Barclays, adding an estimated $1.37B. The largest seller was Susquehanna International Group, cutting an estimated $1.45B.

  • 1,480 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2020, up from 1,477 in Q2 2020.
  • Funds reported $43.1B of iShares Russell 2000 ETF stock for Q3 2020, up 2.3% quarter-over-quarter.
  • 118 funds opened new iShares Russell 2000 ETF positions in Q3 2020 and 99 closed out, a net change of +19 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2020 was Barclays, an estimated $1.37B added.
  • The largest iShares Russell 2000 ETF seller in Q3 2020 was Susquehanna International Group, an estimated $1.45B sold.

Based on aggregated 13F filings for Q3 2020.