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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
PTB
1051
Pioneer Trust Bank
Oregon
$462K
TNB
1052
Thomasville National Bank
Georgia
$460K +$3.31K +22 +0.7%
CFA
1053
Capstone Financial Advisors
Illinois
$455K +$4.06K +27 +0.9%
CAM
1054
Concorde Asset Management
Michigan
$455K +$457K +3,035 New
MPM
1055
Meritage Portfolio Management
Kansas
$448K +$10.8K +72 +2%
WAG
1056
Winthrop Advisory Group
Massachusetts
$447K -$35.7K -237 -7%
GPC
1057
Garrison Point Capital
California
$447K
ZB
1058
Zions Bancorporation
Utah
$445K -$17.9K -119 -4%
KPCM
1059
Kings Point Capital Management
New York
$445K +$125K +828 +39%
GLLW
1060
Graves Light Lenhart Wealth
Virginia
$443K
MAM
1061
Meeder Asset Management
Ohio
$443K +$147K +978 +49%
WPA
1062
West Paces Advisors
Georgia
$442K
ED
1063
Exane Derivatives
France
$442K -$64.8K -431 -13%
JWM
1064
Jackson Wealth Management
Florida
$438K +$4.96K +33 +1%
PFG
1065
Pacific Financial Group
Washington
$438K +$440K +2,922 New
CWM
1066
Calamos Wealth Management
Illinois
$437K
BHTS
1067
Bar Harbor Trust Services
Maine
$435K -$38.1K -253 -8%
LFA
1068
Landmark Financial Advisors
Kentucky
$434K -$60.6K -403 -13%
BAS
1069
Brown Advisory Securities
Maryland
$431K +$164K +1,092 +61%
DCM
1070
Donaldson Capital Management
Indiana
$430K +$28K +186 +7%
SBIA
1071
Sheaff Brock Investment Advisors
Indiana
$429K +$26.2K +174 +6%
WI
1072
Wedgewood Investors
Pennsylvania
$427K
MJRIC
1073
Mogy Joel R Investment Counsel
California
$427K +$429K +2,850 New
KTA
1074
Keeley-Teton Advisors
Illinois
$422K +$36.1K +240 +9%
KIA
1075
KCM Investment Advisors
California
$421K -$18.1K -120 -4%

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.