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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
BCM
1001
BlueCrest Capital Management
Jersey
$872K +$779K +4,450 New
SFG
1002
Summit Financial Group
West Virginia
$861K +$43.7K +250 +6%
GFS
1003
GYL Financial Synergies
Connecticut
$856K -$12.2K -70 -2%
WTB
1004
Washington Trust Bank
Washington
$856K – – –
KCM
1005
Karp Capital Management
California
$855K +$763K +4,359 New
AWA
1006
Arkadios Wealth Advisors
Georgia
$853K -$410K -2,341 -35%
SWA
1007
Stratos Wealth Advisors
Ohio
$852K -$56.3K -322 -7%
OWA
1008
Outlook Wealth Advisors
Texas
$852K +$133K +758 +21%
MWP
1009
MYCIO Wealth Partners
Pennsylvania
$852K +$385K +2,198 +102%
CWP
1010
Capital Wealth Planning
Florida
$842K +$685K +3,917 New
BS
1011
Boenning & Scattergood
Pennsylvania
$841K +$81.5K +466 +12%
ECM
1012
Elgethun Capital Management
South Dakota
$840K +$2.27K +13 +0.3%
MPM
1013
Meritage Portfolio Management
Kansas
$837K +$224K +1,280 +43%
DLCIG
1014
D.L. Carlson Investment Group
New Hampshire
$837K +$393K +2,245 +111%
DWP
1015
Destiny Wealth Partners
Florida
$837K +$747K +4,269 New
AWS
1016
AJ Wealth Strategies
New York
$834K +$525 +3 +0.1%
PWLP
1017
Prio Wealth Limited Partnership
Massachusetts
$834K +$20.6K +118 +3%
IAIM
1018
International Assets Investment Management
Florida
$834K +$47.6K +272 +7%
PMG
1019
ProVise Management Group
Florida
$830K – – –
SCM
1020
Shelton Capital Management
Colorado
$828K -$26.2K -150 -3%
HCM
1021
HM Capital Management
Missouri
$828K – – –
SVWAG
1022
Sound View Wealth Advisors Group
Georgia
$827K -$5.78K -33 -0.8%
TC
1023
TownSquare Capital
Utah
$820K +$29.9K +171 +4%
PA
1024
Pinnacle Associates
New York
$817K -$1.21M -6,889 -62%
BAS
1025
Brown Advisory Securities
Maryland
$813K +$221K +1,265 +44%
39 40
41
42 43

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.