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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
WI
251
WBI Investments
New Jersey
$9.8M +$6.02K +40 +0.1%
CA
252
Cetera Advisors
Colorado
$9.79M +$2.61M +17,338 +36%
MWM
253
Modera Wealth Management
New Jersey
$9.76M +$1.19M +7,921 +14%
FCFC
254
First Commonwealth Financial Corp
Pennsylvania
$9.75M -$324K -2,154 -3%
DWM
255
Dakota Wealth Management
Florida
$9.69M -$473K -3,141 -5%
VVP
256
Venture Visionary Partners
Ohio
$9.67M +$372K +2,474 +4%
SWPG
257
Strategic Wealth Partners Group
Illinois
$9.64M -$324K -2,152 -3%
DT
258
Diversified Trust
Tennessee
$9.56M -$125K -831 -1%
ST
259
Smithfield Trust
Pennsylvania
$9.56M -$65.9K -438 -0.7%
BCM
260
Bluefin Capital Management
New York
$9.46M
CI
261
Chartist Inc
California
$9.43M +$9.48M +62,988 New
SAM
262
Silvercrest Asset Management
New York
$9.43M +$1.65M +10,974 +21%
SIM
263
Strategic Investment Management
Virginia
$9.41M +$1.27M +8,470 +16%
MWP
264
Moller Wealth Partners
$9.38M -$453K -3,012 -5%
RTS
265
Round Table Services
New Jersey
$9.33M -$17.4M -115,777 -65%
SI
266
Stephens Inc
Arkansas
$9.26M -$2.36M -15,661 -20%
BWP
267
BSW Wealth Partners
Colorado
$9.25M -$394K -2,619 -4%
PGA
268
Portland Global Advisors
Maine
$9.22M +$997K +6,630 +12%
ONB
269
Old National Bancorp
Indiana
$9.19M -$903 -6 -0%
IFO
270
Independent Family Office
New York
$9.11M -$30.8K -205 -0.3%
BIG
271
Boothe Investment Group
Delaware
$9.08M +$49.5K +329 +0.5%
ECG
272
Edge Capital Group
Georgia
$9.07M +$400K +2,662 +5%
PP
273
Paloma Partners
Connecticut
$9.01M +$4.72M +31,356 +109%
NMIMC
274
Northwestern Mutual Investment Management Company
Wisconsin
$8.95M +$8.98M +59,719 New
PF
275
Phoenix Financial
Israel
$8.94M -$29.3K -195 -0.3%

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.