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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
WVP
951
Worth Venture Partners
New Jersey
$1.02M -$284K -1,625 -24%
NNP
952
Nachman Norwood & Parrott
South Carolina
$1.02M -$2.8K -16 -0.3%
SHJ
953
Sharkey, Howes & Javer
Colorado
$1.02M – – –
COCM
954
Charter Oak Capital Management
New Hampshire
$1.02M +$910K +5,203 New
MFT
955
Moisand Fitzgerald Tamayo
Florida
$1.02M -$10.3K -59 -1%
PMFA
956
Plante Moran Financial Advisors
Michigan
$1.01M +$85.2K +487 +10%
IP
957
Investment Partners
Ohio
$1.01M +$155K +883 +21%
CC
958
Chicago Capital
Illinois
$997K -$36.2K -207 -4%
RIG
959
Ramiah Investment Group
Wisconsin
$992K -$192K -1,099 -18%
PB
960
Pinnacle Bancorp
Nebraska
$991K +$17.8K +102 +2%
MWA
961
Meridian Wealth Advisors
Texas
$986K +$43.2K +247 +5%
PCM
962
Pointe Capital Management
Michigan
$986K +$60.7K +347 +7%
BDFN
963
Bond & Devick Financial Network
Minnesota
$984K +$878K +5,017 New
CMANY
964
Capital Management Associates (New York)
New York
$980K +$875K +5,000 New
SS
965
Sunbelt Securities
Texas
$971K -$148K -847 -15%
MMA
966
Miracle Mile Advisors
California
$964K -$92.6K -529 -10%
Vontobel Holding
967
Vontobel Holding
Switzerland
$961K +$858K +4,902 New
AF
968
Aldebaran Financial
$957K +$30.8K +176 +4%
ERWM
969
Elk River Wealth Management
Colorado
$957K +$854K +4,882 New
AG
970
Algert Global
California
$944K +$843K +4,816 New
FFA
971
Fragasso Financial Advisors
Pennsylvania
$943K +$2.63K +15 +0.3%
WPW
972
Waldron Private Wealth
Pennsylvania
$942K +$167K +953 +25%
BWA
973
Bordeaux Wealth Advisors
California
$942K +$841K +4,804 New
HWM
974
Howard Wealth Management
Connecticut
$932K +$11.5K +66 +1%
CMA
975
Cedar Mountain Advisors
Oregon
$928K -$17.7K -101 -2%
37 38
39
40 41

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.