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iShares Russell 2000 ETF

1,477 hedge funds and large institutions have $42.1B invested in iShares Russell 2000 ETF in 2020 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 489 increasing their positions, 661 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 117

25% more capital invested

Capital invested by funds: $33.8B → $42.1B (+$8.31B)

13.4% more ownership

Funds ownership: 102.63%116.03% (+13%)

7% more funds holding in top 10

Funds holding in top 10: 142152 (+10)

3% more funds holding

Funds holding: 1,4391,477 (+38)

26% less repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 661

40% less call options, than puts

Call options by funds: $22.7B | Put options by funds: $37.6B

Holders
1,477
Holders Change
+38
Holders Change %
+2.64%
% of All Funds
30.29%
Holding in Top 10
152
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+7.04%
% of All Funds
3.12%
New
168
Increased
489
Reduced
661
Closed
117
Calls
$22.7B
Puts
$37.6B
Net Calls
-$14.9B
Net Calls Change
+$3.75B
Name Holding Trade Value Shares
Change
Change in
Stake
PPFA
51
Provida Pension Fund Administrator
Chile
$107M +$95.9M +731,044 +3,310%
N
52
Nuveen
North Carolina
$102M +$78.4M +597,356 +529%
VMPIC
53
Varma Mutual Pension Insurance Co
Finland
$99.1M +$90.8M +691,884 New
Franklin Resources
54
Franklin Resources
California
$98.7M +$18.1M +137,939 +26%
LIA
55
LBMC Investment Advisors
Tennessee
$98.2M -$5.84M -44,543 -6%
Ameriprise
56
Ameriprise
Minnesota
$95.6M -$159K -1,215 -0.2%
SV
57
Starboard Value
New York
$95.1M +$128M +975,777 New
Parallax Volatility Advisers
58
Parallax Volatility Advisers
California
$94.1M -$28.1M -213,787 -25%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$86.7M -$1.75M -13,371 -2%
CB
60
Commerce Bank
Missouri
$84.8M -$839K -6,391 -1%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$83.3M +$5.36M +40,885 +8%
Mariner
62
Mariner
Kansas
$82M +$10.2M +77,727 +16%
ABTD
63
Arvest Bank Trust Division
Oklahoma
$80.3M +$4.9M +37,370 +7%
Osaic Holdings
64
Osaic Holdings
Arizona
$80.1M -$59.9M -456,240 -45%
AllianceBernstein
65
AllianceBernstein
Tennessee
$79.9M +$11.9M +90,536 +19%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$74.4M
PSUF
67
People's United Financial
Connecticut
$74M +$3.6M +27,418 +6%
GT
68
Glenmede Trust
Pennsylvania
$71.2M +$14M +106,935 +27%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$70.3M -$656K -4,999 -1%
Deutsche Bank
70
Deutsche Bank
Germany
$69.2M -$5.41M -41,259 -8%
Toronto Dominion Bank
71
Toronto Dominion Bank
Ontario, Canada
$67.3M +$34.8M +265,539 +130%
Charles Schwab
72
Charles Schwab
California
$66.6M -$4.87M -37,148 -7%
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$66M +$56.2M +428,295 +1,318%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$65.3M -$524K -3,997 -0.9%
ECM
75
ETrade Capital Management
Virginia
$62.6M -$6.93M -52,786 -11%

IWM Hedge Fund Activity: Q2 2020 in Review

1,477 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2020, worth a combined $42.1B — up 25% from $33.8B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IWM positions and 117 closed out — a net gain of 51 holders — while 489 added to existing stakes and 661 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.05B. The largest seller was Barclays, cutting an estimated $976M.

  • 1,477 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2020, up from 1,439 in Q1 2020.
  • Funds reported $42.1B of iShares Russell 2000 ETF stock for Q2 2020, up 25% quarter-over-quarter.
  • 168 funds opened new iShares Russell 2000 ETF positions in Q2 2020 and 117 closed out, a net change of +51 holders.
  • The largest iShares Russell 2000 ETF buyer in Q2 2020 was Goldman Sachs, an estimated $2.05B added.
  • The largest iShares Russell 2000 ETF seller in Q2 2020 was Barclays, an estimated $976M sold.

Based on aggregated 13F filings for Q2 2020.