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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
JWA
751
JFS Wealth Advisors
Pennsylvania
$1.14M -$77.2K -513 -6%
ARG
752
Advisory Resource Group
Oklahoma
$1.14M +$503K +3,342 +79%
PWG
753
Private Wealth Group
Florida
$1.13M -$419K -2,786 -27%
Manulife (Manufacturers Life Insurance)
754
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.12M -$22M -146,328 -95%
RCMC
755
RK Capital Management (Colorado)
Colorado
$1.12M -$2.53M -16,800 -69%
1IA
756
1834 Investment Advisors
Wisconsin
$1.12M -$39.4K -262 -3%
NSCM
757
New South Capital Management
Tennessee
$1.11M
QCG
758
Quadrant Capital Group
Ohio
$1.11M
FIA
759
Foundations Investment Advisors
Arizona
$1.1M -$16.8K -112 -2%
CWAF
760
Core Wealth Advisors (Florida)
Florida
$1.1M -$47.8K -318 -4%
HSA
761
HBK Sorce Advisory
Pennsylvania
$1.09M +$752 +5 +0.1%
S
762
SignatureFD
Georgia
$1.09M -$60.5K -402 -5%
FDCDDQ
763
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.09M +$39.6K +263 +4%
AWA
764
Arkadios Wealth Advisors
Georgia
$1.09M -$1.66M -11,065 -62%
JA
765
JVL Associates
Michigan
$1.08M
CCM
766
Colorado Capital Management
Colorado
$1.07M -$142K -943 -12%
Balyasny Asset Management
767
Balyasny Asset Management
Illinois
$1.07M +$1.08M +7,166 New
LNWWM
768
Laird Norton Wetherby Wealth Management
California
$1.07M -$45.7K -304 -4%
Marshall Wace
769
Marshall Wace
United Kingdom
$1.07M -$5.36M -35,610 -83%
Axa
770
Axa
France
$1.07M +$52.1K +346 +5%
PP
771
Pegasus Partners
Wisconsin
$1.06M -$35.1K -233 -3%
KA
772
Kovack Advisors
Florida
$1.06M -$31K -206 -3%
AA
773
Alesco Advisors
New York
$1.06M -$7.52K -50 -0.7%
NEAM
774
New England Asset Management
Connecticut
$1.06M
PAM
775
Panagora Asset Management
Massachusetts
$1.06M -$411K -2,730 -28%

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.