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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
SFSIG
1076
San Francisco Sentry Investment Group
California
$420K -$21.2K -141 -5%
EAM
1077
Eagle Asset Management
Florida
$420K +$424K +2,817 New
LA
1078
Lynch & Associates
Indiana
$419K -$16.7K -111 -4%
HA
1079
Harborview Advisors
Maine
$417K -$150 -1 -0%
MSWMA
1080
Market Street Wealth Management Advisors
Indiana
$416K -$317K -2,109 -43%
LP
1081
LGL Partners
Pennsylvania
$415K +$16.5K +110 +4%
AP
1082
Arlington Partners
Alabama
$415K +$194K +1,292 +87%
CCM
1083
Canal Capital Management
Virginia
$414K +$752 +5 +0.2%
SFM
1084
Signet Financial Management
New Jersey
$413K -$42K -279 -10%
MWM
1085
Mattern Wealth Management
Kansas
$413K +$15K +100 +4%
AT
1086
Arden Trust
Delaware
$412K
Fisher Asset Management
1087
Fisher Asset Management
Washington
$411K -$14.9K -99 -3%
RFA
1088
Reilly Financial Advisors
California
$411K -$9.63K -64 -2%
CFA
1089
Carroll Financial Associates
North Carolina
$411K -$4.36K -29 -1%
ECAM
1090
East Coast Asset Management
Massachusetts
$411K
BDF
1091
Balasa Dinverno & Foltz
$410K -$7.67K -51 -2%
SWM
1092
SeaCrest Wealth Management
New York
$408K -$238K -1,583 -37%
PA
1093
Procyon Advisors
Connecticut
$408K -$22.6K -150 -5%
AWM
1094
Altium Wealth Management
New York
$408K
WCM
1095
Washburn Capital Management
Florida
$407K -$90.6K -602 -18%
FC
1096
Forte Capital
New York
$406K -$19.7K -131 -5%
PP
1097
Peconic Partners
New York
$404K
BCA
1098
Bay Colony Advisors
Massachusetts
$404K +$451 +3 +0.1%
ZCA
1099
Zeke Capital Advisors
Pennsylvania
$401K +$602 +4 +0.1%
JG
1100
Jefferies Group
New York
$400K -$188M -1,249,999 -100%

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.