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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
HFP
476
Holistic Financial Partners
Indiana
$3.19M -$202K -1,341 -6%
IWAG
477
Integer Wealth Advisors Group
Georgia
$3.15M +$57.5K +382 +2%
BWA
478
Beam Wealth Advisors
Louisiana
$3.14M +$33.4K +222 +1%
KPW
479
Kore Private Wealth
New York
$3.13M -$125K -833 -4%
KC
480
Kingfisher Capital
North Carolina
$3.13M +$415K +2,761 +15%
SPP
481
Single Point Partners
Massachusetts
$3.13M -$2.58M -17,170 -45%
CWM
482
Cranbrook Wealth Management
Michigan
$3.13M -$155K -1,027 -5%
LCOV
483
London Company of Virginia
Virginia
$3.1M +$1.13M +7,479 +57%
ICM
484
Ionic Capital Management
New York
$3.1M +$1.53M +10,140 +96%
Verition Fund Management
485
Verition Fund Management
Connecticut
$3.09M +$2.6M +17,252 +507%
PMA
486
Prudent Man Advisors
Illinois
$3.09M +$230K +1,529 +8%
TI
487
Trexquant Investment
Connecticut
$3.07M +$2.59M +17,213 +524%
FA
488
Financial Advisors
Massachusetts
$3.07M -$25.4K -169 -0.8%
LIA
489
LS Investment Advisors
Michigan
$3.06M -$38.5K -256 -1%
MCM
490
Makena Capital Management
California
$3.06M -$368K -2,444 -11%
FPCP
491
Fort Point Capital Partners
California
$3.05M +$221K +1,468 +8%
VHAM
492
Van Hulzen Asset Management
California
$3.04M -$129K -858 -4%
DAS
493
Dynamic Advisor Solutions
Arizona
$3.04M +$281K +1,870 +10%
TNB
494
TCF National Bank
South Dakota
$3.02M +$118K +786 +4%
FCBT
495
First Citizens Bank & Trust
North Carolina
$3.02M -$9.78K -65 -0.3%
RCM
496
RB Capital Management
Nevada
$3.01M -$173K -1,151 -6%
APG
497
Abacus Planning Group
South Carolina
$3.01M -$301K -2,001 -9%
VFP
498
Verus Financial Partners
Virginia
$3.01M +$3.02M +20,068 New
DWT
499
Dorsey & Whitney Trust
South Dakota
$3M -$199K -1,320 -6%
WCM
500
WealthBridge Capital Management
Ohio
$3M -$79.7K -530 -3%

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.