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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
PC
926
Port Capital
Illinois
$1.1M +$980K +5,599 New
EPM
927
Equitec Proprietary Markets
Illinois
$1.1M +$980K +5,601 New
MFA
928
McClarren Financial Advisors
Pennsylvania
$1.1M +$979K +5,597 New
TIM
929
Tortoise Investment Management
New York
$1.09M -$118K -674 -11%
IA
930
IFG Advisors
Missouri
$1.09M +$11.7K +67 +1%
LWCFA
931
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.09M -$157K -898 -14%
MFGP
932
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.09M +$350 +2 +0%
MAS
933
Managed Account Services
Florida
$1.08M -$4.03K -23 -0.5%
CS
934
Cannell & Spears
New York
$1.08M +$10.7K +61 +1%
CC
935
Centiva Capital
New York
$1.08M -$8.23M -47,013 -90%
WCM
936
Windsor Capital Management
Arizona
$1.08M -$350 -2 -0%
AIP
937
Ameritas Investment Partners
Nebraska
$1.07M -$16.2M -92,330 -94%
MA
938
MONECO Advisors
Connecticut
$1.07M +$896K +5,118 New
RG
939
Retirement Group
California
$1.07M -$180K -1,030 -16%
MBTD
940
Mechanics Bank - Trust Department
California
$1.07M -$4.38K -25 -0.5%
JGC
941
J. Goldman & Co
New York
$1.06M +$162K +923 +20%
IB
942
Intrust Bank
Kansas
$1.05M – – –
APP
943
Avantax Planning Partners
Iowa
$1.04M +$42K +240 +5%
SF
944
Summit Financial
New Jersey
$1.04M +$108K +618 +13%
PL
945
Parthenon LLC
Kentucky
$1.03M -$26.2K -150 -3%
QCG
946
Quadrant Capital Group
Ohio
$1.03M -$371K -2,119 -29%
EDRH
947
Edmond de Rothschild Holding
Switzerland
$1.03M +$352K +2,013 +62%
GWS
948
Glassman Wealth Services
Virginia
$1.03M +$525 +3 +0.1%
ACM
949
Alethea Capital Management
Washington
$1.03M +$919K +5,250 New
ST
950
Spinnaker Trust
Maine
$1.03M -$875 -5 -0.1%
36 37
38
39 40

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.