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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
PWM
376
Perigon Wealth Management
California
$4.97M -$195K -1,294 -4%
WF
377
Welch & Forbes
Massachusetts
$4.94M +$180K +1,195 +4%
LAS
378
Lloyd Advisory Services
Georgia
$4.92M +$33.1K +220 +0.7%
WC
379
Wealth CMT
New Jersey
$4.92M -$199K -1,322 -4%
NB
380
NBT Bank
New York
$4.92M +$6.92K +46 +0.1%
AWE
381
Avidian Wealth Enterprises
Texas
$4.88M -$393K -2,612 -7%
PCWA
382
Pacific Capital Wealth Advisors
California
$4.87M -$28.4K -189 -0.6%
FSWA
383
Financial Synergies Wealth Advisors
Texas
$4.86M -$2.87M -19,094 -37%
BFWA
384
Benchmark Financial Wealth Advisors
Florida
$4.82M -$168K -1,116 -3%
BP
385
Ballentine Partners
Massachusetts
$4.79M -$223K -1,481 -4%
SIA
386
Stegner Investment Associates
Kentucky
$4.79M +$4.81M +31,945 New
YIA
387
YHB Investment Advisors
Connecticut
$4.75M +$4.78M +31,745 New
FMBTD
388
First Midwest Bank Trust Division
Illinois
$4.75M +$456K +3,033 +11%
VCA
389
Verdence Capital Advisors
Maryland
$4.75M -$413K -2,743 -8%
TSW
390
Thompson Siegel & Walmsley
Virginia
$4.73M -$1.17M -7,784 -20%
KA
391
Klingman & Associates
New York
$4.72M -$5.26K -35 -0.1%
CAS
392
Cascadia Advisory Services
Oregon
$4.68M +$2.12M +14,116 +83%
DBIA
393
Dumont & Blake Investment Advisors
New Jersey
$4.66M +$231K +1,538 +5%
GRP
394
Global Retirement Partners
California
$4.6M -$1.06M -7,049 -19%
OAM
395
Oppenheimer Asset Management
New York
$4.57M -$264K -1,755 -5%
BPB
396
Badgley, Phelps & Bell
Washington
$4.54M +$1.49M +9,903 +49%
BBPWM
397
Blue Bell Private Wealth Management
Pennsylvania
$4.54M +$96.1K +639 +2%
FHC
398
First Horizon Corporation
Tennessee
$4.52M +$4.54M +30,165 New
FNFDCM
399
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.51M -$56.6K -376 -1%
FMC
400
First Merchants Corp
Indiana
$4.5M +$253K +1,683 +6%

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.