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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
TK
776
TIAA Kaspick
Massachusetts
$1.06M -$431K -2,867 -29%
DSC
777
Donald Smith & Co
New York
$1.05M +$1.05M +7,000 New
FMLI
778
Fukoku Mutual Life Insurance
Japan
$1.05M +$1.05M +7,000 New
AIM
779
Allen Investment Management
New York
$1.05M -$1.12M -7,470 -52%
PPP
780
Private Portfolio Partners
New Jersey
$1.04M -$53.9K -358 -5%
AC
781
Alley Company
Illinois
$1.04M -$9.03K -60 -0.9%
FC
782
Ferris Capital
Massachusetts
$1.04M -$72.7K -483 -6%
EIG
783
Ellenbecker Investment Group
Wisconsin
$1.04M -$51.8K -344 -5%
AA
784
Ancora Advisors
Ohio
$1.03M -$4.63M -30,769 -82%
AIIMS
785
Analyst IMS Investment Management Services
Israel
$1.02M
WVP
786
Worth Venture Partners
New Jersey
$1.02M -$169K -1,125 -14%
JGIA
787
Jackson Grant Investment Advisers
Connecticut
$1.02M +$62.9K +418 +7%
NCM
788
Neumann Capital Management
California
$1.01M
WDL
789
Well Done LLC
Michigan
$1.01M
FCH
790
Freestone Capital Holdings
Washington
$1.01M -$22.7K -151 -2%
CA
791
Cambridge Advisors
Nebraska
$1.01M
GIA
792
Gladstone Institutional Advisory
Florida
$1.01M +$124K +825 +14%
CG
793
Corundum Group
Colorado
$1M +$13.4K +89 +1%
BAMG
794
Brand Asset Management Group
Missouri
$998K -$26.8K -178 -3%
DJSG
795
D.J. St. Germain
Massachusetts
$996K -$14.3K -95 -1%
AC
796
Addison Capital
Pennsylvania
$995K -$348K -2,311 -26%
SIC
797
Samalin Investment Counsel
New York
$995K +$451 +3 +0%
MPWT
798
MassMutual Private Wealth & Trust
Connecticut
$993K -$52.7K -350 -5%
SRC
799
Sage Rhino Capital
California
$989K
RZH
800
Relyea Zuckerberg Hanson
Connecticut
$988K +$8.73K +58 +1%

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.