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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
9WM
1026
9258 Wealth Management
Ohio
$497K -$1.35K -9 -0.3%
W
1027
Wealthquest
Ohio
$497K
Mirae Asset Global Investments
1028
Mirae Asset Global Investments
South Korea
$496K -$3.89M -25,848 -89%
IRC
1029
Investors Research Corp
Georgia
$496K
BCM
1030
BTR Capital Management
California
$494K
MCM
1031
Mainstay Capital Management
Michigan
$492K +$23.6K +157 +5%
EDRH
1032
Edmond de Rothschild Holding
Switzerland
$489K +$81.2K +540 +20%
CCM
1033
Coe Capital Management
Illinois
$488K
OSNBOA
1034
Old Second National Bank of Aurora
Illinois
$484K -$10.4K -69 -2%
EGA
1035
Eagle Global Advisors
Texas
$484K +$301 +2 +0.1%
GC
1036
Grace Capital
Massachusetts
$483K
MOS
1037
MGO One Seven
Ohio
$482K +$9.78K +65 +2%
EAM
1038
Erste Asset Management
Austria
$479K +$481K +3,200 New
MWM
1039
Minot Wealth Management
Massachusetts
$479K -$130K -865 -21%
SFS
1040
Strategic Financial Services
New York
$479K -$21.8K -145 -4%
PCMF
1041
Private Capital Management (Florida)
Florida
$479K +$481K +3,200 New
TIA
1042
Tiemann Investment Advisors
California
$478K -$9.93K -66 -2%
VFA
1043
Voya Financial Advisors
Connecticut
$475K +$39.4K +262 +9%
FNBOO
1044
First National Bank of Omaha
Nebraska
$474K -$8.43K -56 -2%
FANJ
1045
Financial Architects (New Jersey)
New Jersey
$473K +$602 +4 +0.1%
NGA
1046
Naples Global Advisors
Florida
$473K +$28.3K +188 +6%
LFG
1047
Larson Financial Group
Missouri
$472K -$146K -973 -24%
AC
1048
Abbrea Capital
California
$470K -$49.9K -332 -10%
HI
1049
Horizon Investments
North Carolina
$469K +$471K +3,134 New
EFS
1050
Essex Financial Services
Connecticut
$467K +$15.8K +105 +3%

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.