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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
AWC
351
Abundance Wealth Counselors
Pennsylvania
$5.72M -$243K -1,614 -4%
VOYA Investment Management
352
VOYA Investment Management
Georgia
$5.71M -$2.04M -13,555 -26%
CANC
353
Culbertson A N & Co
Virginia
$5.67M +$32.6K +217 +0.6%
APA
354
American Portfolios Advisors
New York
$5.67M +$287K +1,911 +5%
FAAS
355
First Allied Advisory Services
California
$5.65M -$618K -4,107 -10%
IC
356
Intersect Capital
California
$5.65M -$292K -1,940 -5%
ABC
357
Associated Banc-Corp
Wisconsin
$5.61M -$48.7K -324 -0.9%
CCFCSB
358
Cape Cod Five Cents Savings Bank
Massachusetts
$5.59M -$156K -1,038 -3%
RJT
359
Raymond James Trust
Florida
$5.59M -$76.6K -509 -1%
PFBT
360
Parkside Financial Bank & Trust
Missouri
$5.57M -$1.35M -8,963 -19%
VI
361
Vestcor Inc
New Brunswick, Canada
$5.54M
BCI
362
Brinker Capital Investments
Pennsylvania
$5.52M +$5.54M +36,846 New
CT
363
Coastline Trust
Rhode Island
$5.51M -$12K -80 -0.2%
Cetera Investment Advisers
364
Cetera Investment Advisers
Illinois
$5.46M +$569K +3,784 +12%
RC
365
Rinet Company
Massachusetts
$5.46M -$317K -2,105 -5%
CWM
366
Confluence Wealth Management
Oregon
$5.26M -$89.2K -593 -2%
WA
367
Waverly Advisors
Alabama
$5.23M -$260K -1,728 -5%
SIC
368
Sigma Investment Counselors
Michigan
$5.19M -$5.14M -34,187 -50%
ACP
369
Arcus Capital Partners
Georgia
$5.17M +$145K +963 +3%
CCM
370
Covington Capital Management
California
$5.12M +$46.2K +307 +0.9%
SBWM
371
Sunflower Bank Wealth Management
Arizona
$5.08M -$1.37M -9,082 -21%
Walleye Trading
372
Walleye Trading
New York
$5.08M +$3.46M +23,008 +212%
AIC
373
Archer Investment Corporation
Indiana
$5.05M +$529K +3,513 +12%
PFM
374
Parsec Financial Management
North Carolina
$5.02M -$109K -722 -2%
HCM
375
Howard Capital Management
Georgia
$4.97M +$174K +1,159 +4%

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.