We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

1,749 hedge funds and large institutions have $58.4B invested in iShares Russell 2000 ETF in 2020 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 645 increasing their positions, 535 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 367 | Existing positions closed: 76

47% more funds holding in top 10

Funds holding in top 10: 146 → 214 (+68)

36% more capital invested

Capital invested by funds: $43.1B → $58.4B (+$15.3B)

21% more repeat investments, than reductions

Existing positions increased: 645 | Existing positions reduced: 535

18% more funds holding

Funds holding: 1,480 → 1,749 (+269)

10.83% less ownership

Funds ownership: 111.37% → 100.55% (-11%)

59% less call options, than puts

Call options by funds: $21.7B | Put options by funds: $52.3B

Holders
1,749
Holders Change
+269
Holders Change %
+18.18%
% of All Funds
30.95%
Holding in Top 10
214
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+46.58%
% of All Funds
3.79%
New
367
Increased
645
Reduced
535
Closed
76
Calls
$21.7B
Puts
$52.3B
Net Calls
-$30.6B
Net Calls Change
-$5.71B

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.66B
2
Citigroup
Citigroup
New York
+$1.12B
3
Wells Fargo
Wells Fargo
California
+$585M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$536M
5
Millennium Management
Millennium Management
New York
+$438M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$1.41B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.31B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.21B
4
Bank of America
Bank of America
North Carolina
-$1B
5
Goldman Sachs
Goldman Sachs
New York
-$643M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
826
Colorado Capital Management
Colorado
$1.47M +$55.8K +319 +4%
TCBWMS
827
Texas Capital Bank Wealth Management Services
Texas
$1.47M +$1.31M +7,479 New
IFG
828
Investors Financial Group
Minnesota
$1.46M +$214K +1,223 +20%
IFG
829
Independent Financial Group
California
$1.46M -$70.2K -401 -5%
OIA
830
OneDigital Investment Advisors
Kansas
$1.46M +$222K +1,266 +21%
FFN
831
Focus Financial Network
Minnesota
$1.45M -$263K -1,504 -17%
PFA
832
Pettinga Financial Advisors
Indiana
$1.44M +$362K +2,070 +39%
OAM
833
Occidental Asset Management
California
$1.44M +$596K +3,405 +86%
DHFB
834
Dixon Hubard Feinour & Brown
Virginia
$1.44M – – –
CRWM
835
Castle Rock Wealth Management
California
$1.44M +$1.17M +6,686 New
IWA
836
Intercontinental Wealth Advisors
Texas
$1.43M -$86.4K -494 -6%
CM
837
Columbus Macro
Pennsylvania
$1.43M +$1.28M +7,306 New
HSA
838
HBK Sorce Advisory
Pennsylvania
$1.42M -$10.7K -61 -0.8%
WIC
839
Whitegate Investment Counselors
New Hampshire
$1.42M -$157K -895 -11%
JA
840
JVL Associates
Michigan
$1.41M – – –
OPCM
841
Osborne Partners Capital Management
California
$1.4M +$110K +629 +10%
MIM
842
MetLife Investment Management
New Jersey
$1.39M -$8.35M -47,700 -87%
BAMG
843
Brand Asset Management Group
Missouri
$1.39M +$72.3K +413 +6%
MPWT
844
MassMutual Private Wealth & Trust
Connecticut
$1.39M +$78.4K +448 +7%
TK
845
TIAA Kaspick
Massachusetts
$1.38M – – –
VLC
846
Van Leeuwen & Company
New Jersey
$1.38M +$1.23M +7,053 New
FNB
847
Farmers National Bank
Kentucky
$1.37M +$1.22M +6,983 New
AIM
848
Allen Investment Management
New York
$1.37M – – –
BFA
849
Brown Financial Advisory
Alabama
$1.37M +$1.22M +6,982 New
1IA
850
1834 Investment Advisors
Wisconsin
$1.37M -$88.2K -504 -7%
32 33
34
35 36

IWM Hedge Fund Activity: Q4 2020 in Review

1,749 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2020, worth a combined $58.4B — up 36% from $43.1B a quarter earlier.

Buyers outnumbered sellers: 367 funds opened new IWM positions and 76 closed out — a net gain of 291 holders — while 645 added to existing stakes and 535 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.66B. The largest seller was Barclays, cutting an estimated $1.41B.

  • 1,749 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2020, up from 1,480 in Q3 2020.
  • Funds reported $58.4B of iShares Russell 2000 ETF stock for Q4 2020, up 36% quarter-over-quarter.
  • 367 funds opened new iShares Russell 2000 ETF positions in Q4 2020 and 76 closed out, a net change of +291 holders.
  • The largest iShares Russell 2000 ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.66B added.
  • The largest iShares Russell 2000 ETF seller in Q4 2020 was Barclays, an estimated $1.41B sold.

Based on aggregated 13F filings for Q4 2020.