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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
SCM
876
Shapiro Capital Management
Georgia
$786K +$519K +3,450 +192%
NNP
877
Nachman Norwood & Parrott
South Carolina
$783K -$221K -1,470 -22%
SHJ
878
Sharkey, Howes & Javer
Colorado
$780K -$25.1K -167 -3%
ECM
879
Evergreen Capital Management
Washington
$775K +$87K +578 +13%
BOS
880
Bingham Osborn & Scarborough
California
$774K +$26.3K +175 +4%
APP
881
Avantax Planning Partners
Iowa
$760K
MIH
882
Meitav Investment House
Israel
$750K -$763K -5,070 -50%
PB
883
Pinnacle Bancorp
Nebraska
$742K -$1.66K -11 -0.2%
BMCM
884
Bryn Mawr Capital Management
Pennsylvania
$737K +$94.5K +628 +15%
WPP
885
Whalerock Point Partners
Rhode Island
$729K -$638K -4,239 -85%
CMA
886
Cedar Mountain Advisors
Oregon
$724K +$67.2K +447 +10%
TFGT
887
TS Financial Group (TSFG)
Illinois
$723K -$211K -1,402 -23%
PAM
888
Premier Asset Management
Illinois
$722K +$343K +2,277 +90%
FFA
889
Fragasso Financial Advisors
Pennsylvania
$719K +$2.71K +18 +0.4%
MWA
890
Meridian Wealth Advisors
Texas
$716K -$25.1K -167 -3%
CCM
891
Compton Capital Management
Rhode Island
$712K
CHJWM
892
Carlton Hofferkamp & Jenks Wealth Management
Texas
$711K -$31.7K -211 -5%
SG
893
StoneX Group
New York
$711K +$194K +1,291 +37%
BFM
894
Boothbay Fund Management
New York
$710K +$713K +4,741 New
GJIC
895
Gamble Jones Investment Counsel
California
$708K +$7.52K +50 +1%
AF
896
AtlasMark Financial
Texas
$704K
BC
897
Burney Company
Virginia
$704K -$2.29M -15,240 -76%
AF
898
Aldebaran Financial
$704K -$114K -756 -14%
HWM
899
Howard Wealth Management
Connecticut
$702K +$4.66K +31 +0.7%
PCM
900
Pointe Capital Management
Michigan
$701K -$50.2K -334 -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.