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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
KFI
926
Key Financial Inc
Pennsylvania
$628K -$17.5K -116 -3%
TC
927
TownSquare Capital
Utah
$628K +$16.1K +107 +3%
PGWM
928
Parisi Gray Wealth Management
New Jersey
$623K -$3.99M -26,499 -86%
WCM
929
Wealthcare Capital Management
Virginia
$621K
RPGK
930
Retirement Planning Group (Kansas)
Kansas
$620K -$88.9K -591 -13%
PWLP
931
Prio Wealth Limited Partnership
Massachusetts
$620K -$21.7K -144 -3%
SFG
932
Summit Financial Group
West Virginia
$620K +$37.9K +252 +6%
NP
933
NorthRock Partners
Minnesota
$618K -$13.2K -88 -2%
SWA
934
Sutton Wealth Advisors
Florida
$617K -$7.97K -53 -1%
AAM
935
Aureus Asset Management
Massachusetts
$616K -$8.57K -57 -1%
NPT
936
Nixon Peabody Trust
Massachusetts
$616K +$60.5K +402 +11%
BIA
937
Bigelow Investment Advisors
Maine
$615K -$10.5K -70 -2%
RT
938
Rockland Trust
Massachusetts
$613K -$99K -658 -14%
AWM
939
Avior Wealth Management
Nebraska
$606K
EK
940
Evensky & Katz
Florida
$605K -$8.27K -55 -1%
TC
941
Trilogy Capital
California
$601K +$151K +1,007 +34%
Fuller & Thaler Asset Management
942
Fuller & Thaler Asset Management
California
$600K -$144K -955 -19%
MIM
943
Montgomery Investment Management
Maryland
$599K
APW
944
Acima Private Wealth
Virginia
$597K
SWM
945
SigFig Wealth Management
California
$597K +$58.8K +391 +11%
IAIM
946
International Assets Investment Management
Florida
$596K -$12.9K -86 -2%
WPC
947
White Pine Capital
Minnesota
$595K -$88.3K -587 -13%
VWM
948
Venturi Wealth Management
Texas
$595K
EE
949
EWG Elevate
California
$592K -$7.52K -50 -1%
C
950
Cliffwater
California
$592K

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.