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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
AIC
976
Ayalon Insurance Company
Israel
$560K -$20.3K -135 -4%
SWM
977
Sugarloaf Wealth Management
Georgia
$560K -$7.52K -50 -1%
CWM
978
Concentric Wealth Management
California
$559K +$38.8K +258 +7%
WA
979
Wealth Architects
California
$554K +$40.3K +268 +8%
GH
980
GAM Holding
Switzerland
$547K -$286K -1,900 -34%
ACM
981
Ategra Capital Management
Virginia
$546K +$10.4K +69 +2%
FFG
982
Fullen Financial Group
Ohio
$545K
MMHP
983
Murphy Middleton Hinkle & Parker
Georgia
$543K -$8.73K -58 -2%
NIP
984
Nicholas Investment Partners
California
$542K +$104K +688 +23%
NFSG
985
Newbridge Financial Services Group
Florida
$542K +$544K +3,616 New
PFC
986
Poplar Forest Capital
California
$541K
CAW
987
Cornerstone Advisors (Washington)
Washington
$540K -$38.4K -255 -7%
NB
988
Northwest Bancshares
Pennsylvania
$540K +$3.76K +25 +0.7%
MPCG
989
Matrix Private Capital Group
New York
$540K +$30.1K +200 +6%
FDCC
990
Foster Dykema Cabot & Co
Massachusetts
$540K +$206K +1,371 +61%
APWA
991
Atlas Private Wealth Advisors
New Jersey
$538K -$73.3K -487 -12%
DP
992
Denver PWM
Colorado
$538K -$13.2K -88 -2%
OWA
993
Outlook Wealth Advisors
Texas
$537K -$42.6K -283 -7%
PG
994
Patten Group
Tennessee
$537K -$2.26K -15 -0.4%
PHAM
995
Palisades Hudson Asset Management
Florida
$536K +$150 +1 +0%
CWM
996
Connecticut Wealth Management
Connecticut
$534K +$536K +3,563 New
MCG
997
McCollum Christoferson Group
New York
$532K -$21.1K -140 -4%
APSP
998
Asset Planning Services (Pennsylvania)
Pennsylvania
$532K +$65.7K +437 +14%
AMC
999
Asset Management Corp
Illinois
$531K -$210K -1,397 -28%
LJAC
1000
L.J. Altfest & Co
New York
$531K +$301 +2 +0.1%

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.