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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
AFAS
726
Acorn Financial Advisory Services
Virginia
$1.26M +$23.5K +156 +2%
Lazard Asset Management
727
Lazard Asset Management
New York
$1.25M +$234K +1,557 +23%
FA
728
Fagan Associates
New York
$1.24M -$19.3K -128 -2%
NB
729
Nicolet Bankshares
Wisconsin
$1.24M -$34.9K -232 -3%
RWM
730
RKL Wealth Management
Pennsylvania
$1.24M -$14.7K -98 -1%
CIM
731
CIM Investment Management
Pennsylvania
$1.24M -$381K -2,535 -24%
SCA
732
Sage Capital Advisors
South Dakota
$1.23M +$19.3K +128 +2%
LC
733
Lindbrook Capital
California
$1.22M -$505K -3,360 -29%
WIC
734
Whitegate Investment Counselors
New Hampshire
$1.22M -$11.7K -78 -1%
HB
735
Homrich & Berg
Georgia
$1.21M +$190K +1,262 +18%
NPA
736
Nichols & Pratt Advisers
Massachusetts
$1.21M -$124K -825 -9%
RWA
737
Ropes Wealth Advisors
Massachusetts
$1.21M -$7.52K -50 -0.6%
CCM
738
Channing Capital Management
Illinois
$1.2M -$451K -3,000 -27%
SC
739
Savant Capital
Illinois
$1.2M +$103K +687 +9%
GBT
740
Grove Bank & Trust
Florida
$1.19M
RSWM
741
Robertson Stephens Wealth Management
California
$1.18M +$60K +399 +5%
IFG
742
Independent Financial Group
California
$1.17M +$23.3K +155 +2%
CCMD
743
Cypress Capital Management (Delaware)
Delaware
$1.17M -$2.41K -16 -0.2%
IWA
744
Intercontinental Wealth Advisors
Texas
$1.17M +$8.88K +59 +0.8%
GC
745
Garde Capital
Washington
$1.16M +$21.5K +143 +2%
WCM
746
Washington Capital Management
Washington
$1.15M +$274K +1,823 +31%
COF
747
Capital One Financial
Virginia
$1.15M -$1.75M -11,658 -60%
AWM
748
Atticus Wealth Management
Florida
$1.15M +$294K +1,953 +34%
AMCA
749
Arthur M. Cohen & Associates
Illinois
$1.14M -$477K -3,170 -29%
BBNA
750
Bremer Bank National Association
Minnesota
$1.14M

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.