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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
NWM
951
Northwest Wealth Management
Iowa
$591K -$5.42K -36 -0.9%
FG
952
Fiduciary Group
Georgia
$590K
OAM
953
Occidental Asset Management
California
$590K
MMPW
954
Mitchell McLeod Pugh & Williams
Alabama
$590K +$592K +3,938 New
IIC
955
Integrated Investment Consultants
Michigan
$588K -$51K -339 -8%
AIS
956
American Investment Services
Massachusetts
$588K
UBV
957
United Bank (Virginia)
Virginia
$584K +$10.5K +70 +2%
CAG
958
Crestwood Advisors Group
Massachusetts
$582K +$36.1K +240 +7%
CHA
959
Cooper/Haims Advisors
New York
$581K
PMG
960
Private Management Group
California
$580K
SIAS
961
Shine Investment Advisory Services
Colorado
$579K -$4.81K -32 -0.8%
B
962
Bridgeworth
Alabama
$578K -$53.6K -356 -8%
VCAM
963
Van Cleef Asset Management
Ohio
$578K
WFA
964
Wade Financial Advisory
California
$578K
CT
965
Caldwell Trust
Florida
$577K -$5.42K -36 -0.9%
FI
966
FormulaFolio Investments
Michigan
$577K -$22K -146 -4%
DSN
967
D. Scott Neal
Kentucky
$577K
WPW
968
Waldron Private Wealth
Pennsylvania
$577K +$122K +813 +27%
BFC
969
Bedel Financial Consulting
Indiana
$572K +$10.5K +70 +2%
BS
970
Boenning & Scattergood
Pennsylvania
$572K +$147K +974 +34%
KAH
971
Kathryn A. Hall
$567K +$72.7K +483 +15%
IP
972
Intellectus Partners
California
$566K -$9.33K -62 -2%
CFFP
973
Center for Financial Planning
Michigan
$566K -$602 -4 -0.1%
BFA
974
Bragg Financial Advisors
North Carolina
$562K -$15.6K -104 -3%
GL
975
Graypoint LLC
New York
$561K +$69.4K +461 +14%

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.