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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
Canada Life
301
Canada Life
Manitoba, Canada
$7.4M
EC
302
Estate Counselors
Wisconsin
$7.4M -$128K -850 -2%
EWM
303
Evercore Wealth Management
New York
$7.39M -$546K -3,628 -7%
Qube Research & Technologies (QRT)
304
Qube Research & Technologies (QRT)
United Kingdom
$7.39M -$46.2M -306,957 -86%
TC
305
TAP Consulting
Missouri
$7.3M +$1.76M +11,729 +32%
NPIC
306
Neumeier Poma Investment Counsel
California
$7.3M +$7.33M +48,725 New
HWA
307
Hillcrest Wealth Advisors
New Jersey
$7.27M +$378K +2,510 +5%
OC
308
Oakworth Capital
Alabama
$7.25M +$778K +5,171 +12%
PFM
309
Patton Fund Management
Texas
$7.19M -$189K -1,258 -3%
GG
310
Gofen & Glossberg
Illinois
$7.13M -$1.31M -8,686 -15%
LNC
311
Lincoln National Corp
Pennsylvania
$7.12M +$87K +578 +1%
MM
312
Main Management
California
$7.1M -$2.05M -13,600 -22%
MCWS
313
McKinley Carter Wealth Services
West Virginia
$7.09M -$965K -6,414 -12%
STA
314
Summit Trail Advisors
New York
$7.06M -$1.16M -7,738 -16%
FWIA
315
Fort Washington Investment Advisors
Ohio
$7.05M -$80.6K -536 -1%
IWC
316
Integrated Wealth Concepts
Massachusetts
$7.01M +$451K +2,999 +7%
BCM
317
Bayesian Capital Management
New York
$7M +$545K +3,620 +8%
CCFM
318
Clear Creek Financial Management
Washington
$6.95M +$6.66M +44,300 +2,121%
BPA
319
Beacon Pointe Advisors
California
$6.93M -$502K -3,336 -7%
FCI
320
Financial Counselors Inc
Kansas
$6.8M +$1.69M +11,237 +33%
RSVP
321
Ramsay Stattman Vela & Price
Colorado
$6.74M -$5.26K -35 -0.1%
JFG
322
JMG Financial Group
Illinois
$6.66M -$528K -3,510 -7%
SW
323
SteelPeak Wealth
California
$6.61M +$36.3K +241 +0.5%
IA
324
IFP Advisors
Florida
$6.55M +$55.8K +371 +0.9%
FT
325
Fiduciary Trust
Massachusetts
$6.53M -$1.23M -8,203 -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.