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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
EWA
1001
Exencial Wealth Advisors
Oklahoma
$529K -$110K -729 -17%
GIM
1002
Goelzer Investment Management
Indiana
$529K -$9.18K -61 -2%
FNT
1003
First Nebraska Trust
Nebraska
$529K
NG
1004
NWK Group
California
$527K +$20.8K +138 +4%
CWM
1005
Cornerstone Wealth Management
Missouri
$526K -$15.8K -105 -3%
SDWMA
1006
Schneider Downs Wealth Management Advisors
Pennsylvania
$525K +$528K +3,507 New
BA
1007
Ballew Advisors
Mississippi
$524K -$86.1K -572 -15%
PAM
1008
Private Asset Management
California
$521K -$181K -1,204 -26%
CW
1009
CreativeOne Wealth
Kansas
$521K -$40.6K -270 -7%
CWM
1010
CMH Wealth Management
New Hampshire
$520K
MIG
1011
McGuire Investment Group
Rhode Island
$518K
CAAS
1012
Capital Asset Advisory Services
Michigan
$517K -$22.9K -152 -4%
BG
1013
Berry Group
Massachusetts
$516K -$19.1K -127 -4%
PL
1014
Plancorp LLC
Missouri
$515K -$51.1K -340 -9%
CCA
1015
Conservest Capital Advisors
Pennsylvania
$514K +$1.66K +11 +0.3%
RMAM
1016
Raab & Moskowitz Asset Management
New Jersey
$512K
WAAG
1017
Wealth Alliance Advisory Group
Kansas
$511K
SCA
1018
Snowden Capital Advisors
New York
$511K -$439K -2,919 -46%
MCM
1019
Mengis Capital Management
Oregon
$510K +$5.42K +36 +1%
FAM
1020
Flaharty Asset Management
Florida
$509K -$35.2K -234 -6%
FPCM
1021
Financial Partners Capital Management
New York
$509K -$11.3K -75 -2%
SAS
1022
Stelac Advisory Services
New York
$508K -$130K -865 -20%
RP
1023
Riverbridge Partners
Minnesota
$499K -$31.6K -210 -6%
WIC
1024
Woodmont Investment Counsel
Tennessee
$499K -$14.6K -97 -3%
NSIM
1025
North Star Investment Management
Illinois
$497K -$12K -80 -2%

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.