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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
AAS
26
Avantax Advisory Services
Texas
$202M +$55.6M +369,286 +38%
Wolverine Trading
27
Wolverine Trading
Illinois
$179M +$180M +1,196,700 +38,553%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$176M +$5.73M +38,094 +3%
SG Americas Securities
29
SG Americas Securities
New York
$172M +$21M +139,365 +14%
RJA
30
Raymond James & Associates
Florida
$170M +$2.88M +19,141 +2%
Truist Financial
31
Truist Financial
North Carolina
$169M +$1.15M +7,614 +0.7%
CCA
32
Catalyst Capital Advisors
New York
$168M -$31.4M -208,556 -16%
MRC
33
Millburn Ridgefield Corp
New York
$168M -$31.4M -208,556 -16%
BC
34
Broadwood Capital
New York
$164M
CS
35
Credit Suisse
Switzerland
$161M -$51.8M -343,994 -24%
TF
36
TIAA FSB
Florida
$158M -$4.02M -26,689 -2%
Parallax Volatility Advisers
37
Parallax Volatility Advisers
California
$148M +$49.5M +328,864 +50%
KeyBank National Association
38
KeyBank National Association
Ohio
$141M -$691K -4,594 -0.5%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$136M -$14.3M -95,054 -9%
IRF
40
IBM Retirement Fund
New York
$133M +$15.9M +106,000 +14%
SF
41
Synovus Financial
Georgia
$133M +$2.21M +14,691 +2%
Ensign Peak Advisors
42
Ensign Peak Advisors
Utah
$132M
Wellington Management Group
43
Wellington Management Group
Massachusetts
$126M -$40.9M -271,773 -24%
FWCM
44
Ferguson Wellman Capital Management
Oregon
$124M +$3.06M +20,346 +3%
Ameriprise
45
Ameriprise
Minnesota
$117M +$17.2M +114,492 +17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
46
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$117M +$1.53M +10,200 +1%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$116M -$6.98M -46,376 -6%
V
48
Veritable
Delaware
$116M -$2.15M -14,260 -2%
ANTB
49
AMG National Trust Bank
Colorado
$115M +$1.82M +12,124 +2%
N
50
Natixis
France
$112M +$111M +740,675 +8,097%

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.