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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
HH
501
Hilltop Holdings
Texas
$3M +$104K +692 +4%
CRC
502
Curi RMB Capital
Illinois
$3M -$169K -1,121 -5%
BCIM
503
British Columbia Investment Management
British Columbia, Canada
$3M -$7.5M -49,860 -71%
CCA
504
Column Capital Advisors
Indiana
$2.98M -$30.5K -203 -1%
RCAG
505
Rehmann Capital Advisory Group
Michigan
$2.97M +$18.4K +122 +0.6%
CAM
506
CenterStar Asset Management
Illinois
$2.96M
CC
507
Cedar Capital
Illinois
$2.96M -$3.39M -22,538 -53%
BFPW
508
BOK Financial Private Wealth
Colorado
$2.94M -$299K -1,989 -9%
RIA
509
Realta Investment Advisors
Delaware
$2.93M -$227K -1,510 -7%
LSAG
510
Lake Street Advisors Group
New Hampshire
$2.92M -$167K -1,107 -5%
AP
511
Adero Partners
California
$2.91M +$15.5K +103 +0.5%
SCM
512
SOL Capital Management
Maryland
$2.9M -$574K -3,818 -16%
SWRP
513
Summit Wealth & Retirement Planning
California
$2.9M -$102K -678 -3%
American Century Companies
514
American Century Companies
Missouri
$2.89M +$2.3M +15,300 +383%
SIM
515
SSI Investment Management
California
$2.87M -$1.7M -11,317 -37%
MPPLM
516
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.87M +$62.7K +417 +2%
RIL
517
Rothschild Investment LLC
Illinois
$2.86M -$89.5K -595 -3%
KWM
518
Kingsview Wealth Management
Oregon
$2.86M +$114K +759 +4%
ATC
519
Argent Trust Co
Tennessee
$2.84M -$2.56K -17 -0.1%
SWM
520
Southern Wealth Management
Texas
$2.83M +$1.8K +12 +0.1%
OC
521
Oppenheimer & Co
New York
$2.83M -$358K -2,380 -11%
SFG
522
Sunburst Financial Group
Alabama
$2.81M -$32.8K -218 -1%
PAM
523
Peak Asset Management
Colorado
$2.8M -$22.6K -150 -0.8%
EVM
524
Evelyn V. Moreno
$2.79M -$682K -4,532 -20%
CAGAS
525
Capital Advisory Group Advisory Services
Minnesota
$2.78M -$655K -4,354 -19%

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.