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iShares Russell 2000 ETF
IWM

1,749 hedge funds and large institutions have $58.4B invested in iShares Russell 2000 ETF in 2020 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 645 increasing their positions, 535 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 367 | Existing positions closed: 76

47% more funds holding in top 10

Funds holding in top 10: 146 → 214 (+68)

36% more capital invested

Capital invested by funds: $43.1B → $58.4B (+$15.3B)

21% more repeat investments, than reductions

Existing positions increased: 645 | Existing positions reduced: 535

18% more funds holding

Funds holding: 1,480 → 1,749 (+269)

10.83% less ownership

Funds ownership: 111.37% → 100.55% (-11%)

59% less call options, than puts

Call options by funds: $21.7B | Put options by funds: $52.3B

Holders
1,749
Holders Change
+269
Holders Change %
+18.18%
% of All Funds
30.95%
Holding in Top 10
214
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+46.58%
% of All Funds
3.79%
New
367
Increased
645
Reduced
535
Closed
76
Calls
$21.7B
Puts
$52.3B
Net Calls
-$30.6B
Net Calls Change
-$5.71B

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.66B
2
Citigroup
Citigroup
New York
+$1.12B
3
Wells Fargo
Wells Fargo
California
+$585M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$536M
5
Millennium Management
Millennium Management
New York
+$438M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$1.41B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.31B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.21B
4
Bank of America
Bank of America
North Carolina
-$1B
5
Goldman Sachs
Goldman Sachs
New York
-$643M
Name Holding Trade Value Shares
Change 		Change in
Stake
GW
651
GW & Wade
Massachusetts
$2.71M +$181K +1,034 +8%
SHWM
652
Smith & Howard Wealth Management
Georgia
$2.71M -$29.4K -168 -1%
BAM
653
Berkshire Asset Management
Pennsylvania
$2.69M +$369K +2,107 +18%
SG
654
StoneX Group
New York
$2.64M +$1.52M +8,704 +183%
FIA
655
Foundations Investment Advisors
Arizona
$2.62M +$944K +5,393 +75%
VCM
656
Vivaldi Capital Management
Illinois
$2.62M +$525 +3 +0%
ACM
657
Azimuth Capital Management
Michigan
$2.6M -$52.8K -302 -2%
HCMT
658
Highland Capital Management (Tennessee)
Tennessee
$2.58M +$220K +1,259 +11%
CWA
659
Centennial Wealth Advisory
Michigan
$2.57M +$2.3M +13,121 New
DTC
660
Davidson Trust Company
Washington
$2.57M – – –
ATWA
661
Arbor Trust Wealth Advisors
Michigan
$2.56M +$5.6K +32 +0.2%
Wealth Enhancement Advisory Services
662
Wealth Enhancement Advisory Services
Minnesota
$2.54M +$18K +103 +0.9%
CWA
663
Capital Wealth Alliance
Arizona
$2.54M -$26.9K -154 -1%
MC
664
Mathes Company
New York
$2.53M +$723K +4,130 +47%
B
665
Bailard
California
$2.53M +$285K +1,627 +14%
IAN
666
Integrated Advisors Network
Texas
$2.53M +$689K +3,938 +44%
PFWA
667
Paces Ferry Wealth Advisors
Georgia
$2.53M -$63.7K -364 -3%
FB
668
Fulton Bank
Pennsylvania
$2.52M +$147K +842 +7%
S
669
SignatureFD
Georgia
$2.52M +$975K +5,571 +76%
BCV
670
Banque Cantonale Vaudoise
Switzerland
$2.51M -$889K -5,081 -28%
VWM
671
Valley Wealth Managers
New Jersey
$2.51M -$40.4K -231 -2%
CBB
672
Citizens Business Bank
California
$2.5M – – –
PJB
673
Paul John Balson
California
$2.5M +$185K +1,058 +9%
CGA
674
Crescent Grove Advisors
Illinois
$2.5M -$69.6K -398 -3%
EIA
675
Eldridge Investment Advisors
New Hampshire
$2.48M -$40.2K -230 -2%
25 26
27
28 29

IWM Hedge Fund Activity: Q4 2020 in Review

1,749 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2020, worth a combined $58.4B — up 36% from $43.1B a quarter earlier.

Buyers outnumbered sellers: 367 funds opened new IWM positions and 76 closed out — a net gain of 291 holders — while 645 added to existing stakes and 535 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.66B. The largest seller was Barclays, cutting an estimated $1.41B.

  • 1,749 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2020, up from 1,480 in Q3 2020.
  • Funds reported $58.4B of iShares Russell 2000 ETF stock for Q4 2020, up 36% quarter-over-quarter.
  • 367 funds opened new iShares Russell 2000 ETF positions in Q4 2020 and 76 closed out, a net change of +291 holders.
  • The largest iShares Russell 2000 ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.66B added.
  • The largest iShares Russell 2000 ETF seller in Q4 2020 was Barclays, an estimated $1.41B sold.

Based on aggregated 13F filings for Q4 2020.