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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
PA
651
Parallel Advisors
California
$1.67M -$213K -1,417 -11%
QT
652
Quantbot Technologies
New York
$1.67M +$1.34M +8,908 +395%
PA
653
Pinnacle Associates
New York
$1.66M -$180K -1,195 -10%
HIA
654
Harbor Investment Advisory
Maryland
$1.65M -$21.7K -144 -1%
SSB
655
Sandy Spring Bank
Maryland
$1.64M -$41.5K -276 -2%
WAM
656
Wakefield Asset Management
Colorado
$1.64M -$124K -821 -7%
RM
657
Resource Management
Louisiana
$1.64M -$49.6K -330 -3%
DY
658
Dowling & Yahnke
California
$1.63M +$35.2K +234 +2%
CIA
659
Choate Investment Advisors
Massachusetts
$1.63M -$55.4K -368 -3%
CPO
660
Cerity Partners OCIO
New York
$1.61M -$73.3K -487 -4%
VWA
661
Visionary Wealth Advisors
Illinois
$1.58M +$1.23M +8,174 +341%
MFG
662
MidWestOne Financial Group
Iowa
$1.58M -$83.2K -553 -5%
WCF
663
West Coast Financial
California
$1.58M -$83.9K -558 -5%
SC
664
Sepio Capital
Utah
$1.57M -$71.5K -475 -4%
PFS
665
Prospera Financial Services
Texas
$1.57M -$1.75M -11,623 -53%
SFSG
666
Stearns Financial Services Group
North Carolina
$1.57M -$85.5K -568 -5%
MFG
667
Magnus Financial Group
New York
$1.56M +$150 +1 +0%
Chevy Chase Trust
668
Chevy Chase Trust
Maryland
$1.56M
ASN
669
Advisory Services Network
Georgia
$1.55M -$1.32M -8,762 -46%
RWG
670
Regal Wealth Group
California
$1.54M +$301 +2 +0%
GM
671
GeoWealth Management
Illinois
$1.54M +$323K +2,147 +26%
ESB
672
Essex Savings Bank
Connecticut
$1.54M +$179K +1,193 +13%
BCA
673
Berman Capital Advisors
Georgia
$1.53M -$62.9K -418 -4%
ST
674
Sabal Trust
Florida
$1.51M
SCM
675
Smith Capital Management
Arkansas
$1.51M -$14K -93 -0.9%

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.