We are live on ! Find out more
IWM icon

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
MFG
676
Merit Financial Group
Georgia
$1.49M +$769K +5,110 +105%
TCA
677
Transcend Capital Advisors
New Jersey
$1.49M +$1.5M +9,967 New
PP
678
Patten & Patten
Tennessee
$1.48M -$59.6K -396 -4%
HCC
679
Hirtle Callaghan & Co
Pennsylvania
$1.47M -$28.6M -190,070 -95%
MC
680
Middleton & Co
Massachusetts
$1.47M -$43.6K -290 -3%
VAM
681
Verity Asset Management
North Carolina
$1.47M +$670K +4,453 +83%
FBA
682
Front Barnett Associates
Illinois
$1.46M -$752 -5 -0.1%
CA
683
Continuum Advisory
Idaho
$1.45M +$2.41K +16 +0.2%
WS
684
Wedbush Securities
California
$1.44M -$346K -2,300 -19%
CCP
685
Corient Capital Partners
California
$1.44M +$192K +1,274 +15%
DHFB
686
Dixon Hubard Feinour & Brown
Virginia
$1.44M -$15K -100 -1%
KCPG
687
Kavar Capital Partners Group
Kansas
$1.43M -$18.4K -122 -1%
CAM
688
Cozad Asset Management
Illinois
$1.43M -$12.8K -85 -0.9%
PBT
689
Pictet Bank & Trust
Bahamas
$1.42M -$60.2K -400 -4%
RCM
690
Radnor Capital Management
Pennsylvania
$1.42M +$79.3K +527 +6%
OPS
691
Orion Portfolio Solutions
Nebraska
$1.42M -$224K -1,489 -14%
IBOK
692
Independence Bank of Kentucky
Kentucky
$1.41M +$402K +2,670 +39%
PCA
693
Peddock Capital Advisors
Massachusetts
$1.41M -$20K -133 -1%
BOTW
694
Bank of the West
California
$1.39M +$91.2K +606 +7%
FWP
695
FAS Wealth Partners
Kansas
$1.39M +$2.56K +17 +0.2%
JF
696
JSF Financial
California
$1.38M +$38.5K +256 +3%
HR
697
Hayden Royal
North Carolina
$1.37M -$70.9K -471 -5%
FA
698
FCG Advisors
New Jersey
$1.37M -$39.4K -262 -3%
TWM
699
Triton Wealth Management
Arizona
$1.37M -$32.5K -216 -2%
BFA
700
Beacon Financial Advisory
Ohio
$1.36M +$61.8K +411 +5%

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.