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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
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$6.49M +$3.06M +20,347 +89%
SMC
327
Smith, Moore & Co
Missouri
$6.46M +$190K +1,261 +3%
DPI
328
Diversified Portfolios Inc
Michigan
$6.45M -$56.4K -375 -0.9%
EC
329
Engaged Capital
California
$6.44M +$4.06M +27,000 +169%
PAM
330
Palisade Asset Management
Minnesota
$6.24M -$182K -1,207 -3%
CBT
331
Central Bank & Trust
Kentucky
$6.24M +$444K +2,954 +8%
SPC
332
Sigma Planning Corp
Michigan
$6.19M +$4.11M +27,328 +196%
ACM
333
Atlanta Capital Management
Georgia
$6.18M +$2.14M +14,232 +53%
ZCM
334
Ziegler Capital Management
Illinois
$6.18M +$4.13M +27,462 +199%
SWP
335
Summit Wealth Partners
Florida
$6.17M -$399K -2,651 -6%
VFPI
336
Vantage Financial Partners (Illinois)
Illinois
$6.16M +$135K +900 +2%
AIA
337
Arcadia Investment Advisors
Idaho
$6.15M -$406K -2,701 -6%
CCT
338
Country Club Trust
Missouri
$6.15M +$6.18M +41,049 New
SWP
339
Stratos Wealth Partners
Ohio
$6.14M -$188K -1,250 -3%
GCM
340
Gladius Capital Management
Illinois
$6.12M
GKIM
341
GW&K Investment Management
Massachusetts
$6.11M -$6.25M -41,544 -50%
KWM
342
Keebeck Wealth Management
Illinois
$6.07M -$561K -3,731 -8%
BFM
343
Boston Financial Management
Massachusetts
$6M -$217K -1,440 -3%
BPC
344
Banque Pictet & Cie
Switzerland
$5.93M -$6.92M -46,025 -54%
FLPIM
345
F.L. Putnam Investment Management
Massachusetts
$5.9M -$31.7K -211 -0.5%
SBH
346
Segall Bryant & Hamill
Illinois
$5.87M +$1.47M +9,781 +33%
CWM
347
Chicago Wealth Management
Illinois
$5.85M +$175K +1,162 +3%
XF
348
XML Financial
Maryland
$5.84M +$478K +3,174 +9%
WAS
349
Wealth Advisory Solutions
Indiana
$5.83M -$71.6K -476 -1%
DCM
350
Dimension Capital Management
Florida
$5.8M +$1.36M +9,016 +30%

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.