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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
PCIA
901
Prime Capital Investment Advisors
Kansas
$1.18M +$611K +3,491 +138%
NAM
902
Nationwide Asset Management
Ohio
$1.18M +$1.05M +6,000 New
IR
903
Invictus RG
Bermuda
$1.18M +$1.05M +6,000 New
PWM
904
PRW Wealth Management
Massachusetts
$1.17M +$94.5K +540 +10%
PO
905
Private Ocean
California
$1.17M -$18K -103 -2%
AAM
906
Ameraudi Asset Management
New York
$1.16M -$3.69M -21,108 -78%
HFA
907
Hoover Financial Advisors
Pennsylvania
$1.16M -$92.2K -527 -9%
PS
908
Planned Solutions
California
$1.16M +$2.98K +17 +0.3%
TH
909
TCTC Holdings
Texas
$1.16M +$26.2K +150 +3%
MMG
910
Monetary Management Group
Missouri
$1.15M – – –
CMO
911
Covenant Multifamily Offices
Texas
$1.15M – – –
ONST
912
Old North State Trust
North Carolina
$1.15M -$72.3K -413 -7%
CB
913
Community Bank
New York
$1.15M -$16.3K -93 -2%
MWM
914
Mission Wealth Management
California
$1.14M +$33.1K +189 +3%
HA
915
HYA Advisors
Missouri
$1.14M -$26.8K -153 -3%
Allianz Asset Management
916
Allianz Asset Management
Germany
$1.14M -$17.6M -100,810 -95%
TAM
917
Townsend Asset Management
North Carolina
$1.13M +$1.75K +10 +0.2%
SB
918
Strategic Blueprint
Georgia
$1.13M -$505K -2,884 -33%
EWM
919
Empirical Wealth Management
Washington
$1.13M -$45.7K -261 -4%
ACI
920
Alpha Cubed Investments
California
$1.12M +$15.2K +87 +2%
CTC
921
Central Trust Company
Missouri
$1.11M – – –
VCM
922
Virtue Capital Management
Tennessee
$1.11M +$990K +5,655 New
EA
923
Elm Advisors
California
$1.1M -$83.1K -475 -8%
AAM
924
Aureus Asset Management
Massachusetts
$1.1M +$261K +1,494 +36%
MAM
925
Meeder Asset Management
Ohio
$1.1M +$465K +2,655 +90%
35 36
37
38 39

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.