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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
SF
901
Summit Financial
New Jersey
$701K
SWA
902
Stratos Wealth Advisors
Ohio
$699K -$547K -3,634 -44%
CG
903
Caprock Group
Idaho
$698K +$35.7K +237 +5%
22CM
904
20/20 Capital Management
California
$697K -$139K -921 -17%
PMFA
905
Plante Moran Financial Advisors
Michigan
$696K +$39.6K +263 +6%
HPWM
906
Highland Private Wealth Management
Washington
$689K +$903 +6 +0.1%
SCA
907
Stonebridge Capital Advisors
Minnesota
$685K -$22.6K -150 -3%
JGC
908
J. Goldman & Co
New York
$675K -$4.71M -31,306 -87%
Financial Engines Advisors
909
Financial Engines Advisors
California
$674K -$11.9K -79 -2%
BCM
910
Bourgeon Capital Management
Connecticut
$674K
VR
911
Viridian RIA
Washington
$674K
RCWMU
912
Rothschild & Co Wealth Management (UK)
United Kingdom
$673K -$366K -2,435 -35%
GFS
913
GYL Financial Synergies
Connecticut
$665K -$7.97K -53 -1%
SCM
914
Shelton Capital Management
Colorado
$655K -$715K -4,750 -52%
WTB
915
Washington Trust Bank
Washington
$654K +$75.8K +504 +13%
NIM
916
Nicollet Investment Management
Minnesota
$644K
OFG
917
Oxford Financial Group
Indiana
$643K -$5.26K -35 -0.8%
ECM
918
Elgethun Capital Management
South Dakota
$640K
LC
919
LCNB Corp
Ohio
$638K -$15K -100 -2%
AWS
920
AJ Wealth Strategies
New York
$637K -$4.21K -28 -0.7%
IP
921
Investment Partners
Ohio
$637K +$150 +1 +0%
SVWAG
922
Sound View Wealth Advisors Group
Georgia
$636K +$49.5K +329 +8%
PMG
923
ProVise Management Group
Florida
$634K
GT
924
Greenleaf Trust
Michigan
$633K -$48.1K -320 -7%
HCM
925
HM Capital Management
Missouri
$632K

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.