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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
Loomis, Sayles & Company
976
Loomis, Sayles & Company
Massachusetts
$927K -$150K -855 -15%
GJIC
977
Gamble Jones Investment Counsel
California
$927K – – –
Marshall Wace
978
Marshall Wace
United Kingdom
$926K -$422K -2,409 -34%
CCM
979
Compton Capital Management
Rhode Island
$925K -$5.25K -30 -0.6%
Financial Engines Advisors
980
Financial Engines Advisors
California
$923K +$36.4K +208 +5%
BA
981
Bristlecone Advisors
Washington
$923K +$402K +2,295 +95%
AF
982
AtlasMark Financial
Texas
$921K – – –
WPP
983
Whalerock Point Partners
Rhode Island
$917K +$691K +3,949 +542%
PAM
984
Panagora Asset Management
Massachusetts
$909K -$423K -2,420 -34%
MIH
985
Meitav Investment House
Israel
$904K -$68.9K -394 -8%
BOS
986
Bingham Osborn & Scarborough
California
$899K -$102K -581 -11%
SCA
987
Stonebridge Capital Advisors
Minnesota
$897K – – –
FG
988
Fiduciary Group
Georgia
$893K – – –
MAP
989
Moody Aldrich Partners
Massachusetts
$891K +$795K +4,543 New
VR
990
Viridian RIA
Washington
$888K +$4.9K +28 +0.6%
AIM
991
AMI Investment Management
Indiana
$888K +$516K +2,950 +187%
HPWM
992
Highland Private Wealth Management
Washington
$887K -$13.1K -75 -2%
TF
993
Trek Financial
Arizona
$885K +$790K +4,513 New
NIM
994
Nicollet Investment Management
Minnesota
$883K +$35.9K +205 +5%
BCM
995
Bourgeon Capital Management
Connecticut
$882K – – –
RCWMU
996
Rothschild & Co Wealth Management (UK)
United Kingdom
$881K – – –
MC
997
Moors & Cabot
Massachusetts
$880K +$550K +3,145 +234%
CHJWM
998
Carlton Hofferkamp & Jenks Wealth Management
Texas
$879K +$175 +1 +0%
RT
999
Rockland Trust
Massachusetts
$876K +$66.3K +379 +9%
SIS
1000
Sound Income Strategies
Florida
$875K +$770K +4,402 +7,461%
38 39
40
41 42

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.