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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
HHGA
76
Halbert Hargrove Global Advisors
California
$53.4M +$34.8M +231,033 +185%
WT
77
Washington Trust
Rhode Island
$51.7M -$892K -5,926 -2%
TRCT
78
Tower Research Capital (TRC)
New York
$49.8M +$48.2M +320,443 +2,684%
Bank of Nova Scotia
79
Bank of Nova Scotia
Ontario, Canada
$49.1M +$4.5M +29,899 +10%
AI
80
Atom Investors
Texas
$48.9M +$40.6M +270,150 +479%
WT
81
Whittier Trust
California
$48.7M -$11.3M -75,410 -19%
RFC
82
Regions Financial Corp
Alabama
$47.1M -$1.17M -7,790 -2%
GC
83
Guggenheim Capital
Illinois
$46.2M +$49.5K +329 +0.1%
SV
84
Starboard Value
New York
$45.8M -$101M -669,777 -69%
AI
85
Accredited Investors
Minnesota
$45.7M -$755K -5,021 -2%
AC
86
Athanor Capital
New York
$44.9M +$33.7M +223,936 +294%
AF
87
Alerus Financial
North Dakota
$43.1M -$1.29M -8,591 -3%
Neuberger Berman Group
88
Neuberger Berman Group
New York
$42.9M +$1.61M +10,677 +4%
AF
89
Advisornet Financial
Minnesota
$42.3M +$792K +5,267 +2%
HWA
90
Heritage Wealth Advisors
Virginia
$42.2M +$47.8K +318 +0.1%
Stifel Financial
91
Stifel Financial
Missouri
$42M +$5.92M +39,324 +16%
PPA
92
Parametric Portfolio Associates
Washington
$41.9M -$93.6K -622 -0.2%
HighTower Advisors
93
HighTower Advisors
Illinois
$41.1M -$945K -6,282 -2%
MA
94
MUFG Americas
New York
$40.7M +$156K +1,040 +0.4%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$39.7M +$6.59M +43,774 +21%
SS
96
Simplicity Solutions
Minnesota
$38.6M +$2.07M +13,769 +6%
MCM
97
MAI Capital Management
Ohio
$38.3M +$878K +5,837 +2%
FFBTD
98
First Financial Bank - Trust Division
Ohio
$37.7M +$252K +1,676 +0.7%
SP
99
Stairway Partners
Illinois
$37.5M +$1.04M +6,934 +3%
ECP
100
Empyrean Capital Partners
California
$37.4M +$37.6M +249,929 New

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.