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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
JCM
276
Jacobi Capital Management
Pennsylvania
$8.94M +$49.3K +328 +0.6%
Schroder Investment Management Group
277
Schroder Investment Management Group
United Kingdom
$8.93M -$70K -465 -0.8%
SFG
278
SNS Financial Group
Minnesota
$8.53M +$197K +1,308 +2%
SEI Investments
279
SEI Investments
Pennsylvania
$8.52M -$2.45M -16,278 -22%
AWP
280
Ascent Wealth Partners
New York
$8.51M +$390K +2,594 +5%
BBVA
281
Banco Bilbao Vizcaya Argentaria
Spain
$8.43M -$6.15M -40,862 -42%
AssetMark Inc
282
AssetMark Inc
California
$8.43M +$567K +3,770 +7%
HW
283
Hancock Whitney
Mississippi
$8.43M -$212K -1,408 -2%
JRP
284
Jasper Ridge Partners
California
$8.34M
EWM
285
Edge Wealth Management
New York
$8.31M +$7.85M +52,202 +1,585%
AL
286
Aspiriant LLC
California
$8.27M +$22.4K +149 +0.3%
MIM
287
MetLife Investment Management
New Jersey
$8.21M -$15.9M -105,400 -66%
SFS
288
Sowell Financial Services
Arkansas
$8.18M -$397K -2,642 -5%
FA
289
FDx Advisors
Illinois
$8.05M -$439K -2,916 -5%
TCPWM
290
Traverso Chambers Private Wealth Management
California
$8.01M -$210K -1,396 -3%
EAMA
291
EFG Asset Management (Americas)
Florida
$7.99M -$503K -3,346 -6%
AIA
292
Arbor Investment Advisors
North Carolina
$7.89M -$59.4K -395 -0.7%
SLT
293
St Louis Trust
Missouri
$7.87M +$254K +1,689 +3%
CC
294
Centiva Capital
New York
$7.87M +$1.56M +10,379 +25%
CG
295
Colony Group
Massachusetts
$7.85M +$332K +2,208 +4%
FSC
296
Full Sail Capital
Oklahoma
$7.61M -$92.7K -616 -1%
FNT
297
First National Trust
Pennsylvania
$7.59M -$288K -1,916 -4%
EH
298
Equitable Holdings
New York
$7.51M +$372K +2,475 +5%
CCA
299
Cobblestone Capital Advisors
New York
$7.46M +$94.6K +629 +1%
Natixis Advisors
300
Natixis Advisors
Massachusetts
$7.45M -$192K -1,278 -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.