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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
PIMG
826
Patriot Investment Management Group
Tennessee
$922K -$115K -765 -11%
CI
827
Cavalier Investments
Georgia
$918K -$693K -4,604 -43%
EA
828
Elm Advisors
California
$915K -$75.2K -500 -8%
OIA
829
OneDigital Investment Advisors
Kansas
$915K -$12.5K -83 -1%
SCP
830
Silverleafe Capital Partners
Tennessee
$912K +$916K +6,088 New
OIA
831
Optimum Investment Advisors
Illinois
$909K +$6.77K +45 +0.7%
PO
832
Private Ocean
California
$908K -$28.3K -188 -3%
EWM
833
Empirical Wealth Management
Washington
$901K -$11.4K -76 -1%
HA
834
HYA Advisors
Missouri
$896K +$5.57K +37 +0.6%
HFA
835
Hoover Financial Advisors
Pennsylvania
$892K -$168K -1,119 -16%
PAS
836
Partnervest Advisory Services
California
$890K -$50.4K -335 -5%
SRC
837
Shufro Rose & Co
New York
$890K +$894K +5,941 New
ACS
838
Archford Capital Strategies
Illinois
$889K -$60.2K -400 -6%
CB
839
Community Bank
New York
$889K
BTW
840
Boston Trust Walden
Massachusetts
$887K -$174K -1,159 -16%
CWM
841
Cahaba Wealth Management
Georgia
$886K +$15K +100 +2%
AHC
842
Adell Harriman & Carpenter
Texas
$882K -$34.5K -229 -4%
PS
843
Planned Solutions
California
$882K +$886K +5,890 New
MMG
844
Monetary Management Group
Missouri
$880K -$170K -1,130 -16%
CMO
845
Covenant Multifamily Offices
Texas
$880K
SPFA
846
Summit Place Financial Advisors
New Jersey
$876K +$880K +5,851 New
DBT
847
Dubuque Bank & Trust
Iowa
$872K -$31.6K -210 -3%
SS
848
Sunbelt Securities
Texas
$869K -$125K -834 -13%
CPSAC
849
Chas P. Smith & Associates (CPS)
Florida
$869K -$8.27K -55 -0.9%
TAM
850
Townsend Asset Management
North Carolina
$863K -$6.32K -42 -0.7%

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.