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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
TH
851
TCTC Holdings
Texas
$862K -$1.8K -12 -0.2%
G
852
GenTrust
Florida
$859K +$38.4K +255 +5%
CTC
853
Central Trust Company
Missouri
$852K -$49.5K -329 -5%
MWM
854
Mission Wealth Management
California
$846K -$33.8K -225 -4%
MLL
855
Moody Lynn & Lieberson
Massachusetts
$845K -$4.21K -28 -0.5%
ACI
856
Alpha Cubed Investments
California
$843K +$847K +5,627 New
Loomis, Sayles & Company
857
Loomis, Sayles & Company
Massachusetts
$836K +$840K +5,581 New
MFGP
858
Marshall Financial Group (Pennsylvania)
Pennsylvania
$831K +$150 +1 +0%
MAS
859
Managed Account Services
Florida
$826K -$453K -3,008 -37%
IA
860
IFG Advisors
Missouri
$823K +$3.01K +20 +0.4%
MBTD
861
Mechanics Bank - Trust Department
California
$822K -$42.6K -283 -5%
WCM
862
Windsor Capital Management
Arizona
$822K -$14.7K -98 -2%
CS
863
Cannell & Spears
New York
$816K
PWM
864
PRW Wealth Management
Massachusetts
$815K
MMA
865
Miracle Mile Advisors
California
$815K +$819K +5,444 New
PL
866
Parthenon LLC
Kentucky
$813K -$26.3K -175 -3%
QCM
867
Quest Capital Management
Texas
$800K -$12.3K -82 -2%
IB
868
Intrust Bank
Kansas
$800K
OR
869
Olympiad Research
Connecticut
$798K +$253K +1,681 +46%
CC
870
Chicago Capital
Illinois
$793K -$130K -865 -14%
PFA
871
Pettinga Financial Advisors
Indiana
$790K +$493K +3,275 +164%
GWS
872
Glassman Wealth Services
Virginia
$788K +$132K +876 +20%
AWA
873
Arete Wealth Advisors
Illinois
$786K -$126K -835 -14%
ST
874
Spinnaker Trust
Maine
$786K -$63.2K -420 -7%
MFT
875
Moisand Fitzgerald Tamayo
Florida
$786K -$7.07K -47 -0.9%

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.