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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
B
1076
Bridgeworth
Alabama
$723K -$29.9K -171 -4%
Fisher Asset Management
1077
Fisher Asset Management
Washington
$722K +$165K +941 +34%
SM
1078
Sciencast Management
New Jersey
$722K +$612K +3,500 New
PFC
1079
Poplar Forest Capital
California
$721K +$11.2K +64 +2%
COF
1080
Capital One Financial
Virginia
$719K -$703K -4,018 -52%
22CM
1081
20/20 Capital Management
California
$718K -$227K -1,297 -28%
VFA
1082
Voya Financial Advisors
Connecticut
$718K +$82.4K +471 +15%
GH
1083
GAM Holding
Switzerland
$716K – – –
BFA
1084
Bragg Financial Advisors
North Carolina
$715K -$18.4K -105 -3%
CAM
1085
Concorde Asset Management
Michigan
$713K +$105K +600 +20%
DSN
1086
D. Scott Neal
Kentucky
$711K -$39.4K -225 -6%
FFG
1087
Fullen Financial Group
Ohio
$709K -$3.85K -22 -0.6%
9WM
1088
9258 Wealth Management
Ohio
$709K +$64.4K +368 +11%
NB
1089
Northwest Bancshares
Pennsylvania
$707K – – –
AS
1090
Altshuler Shaham
Israel
$706K +$630K +3,601 New
PL
1091
Plancorp LLC
Missouri
$705K +$28.2K +161 +5%
PHAM
1092
Palisades Hudson Asset Management
Florida
$701K +$350 +2 +0.1%
EWA
1093
Exencial Wealth Advisors
Oklahoma
$701K +$8.57K +49 +1%
MMHP
1094
Murphy Middleton Hinkle & Parker
Georgia
$698K -$11.2K -64 -2%
W
1095
Wealthquest
Ohio
$698K +$43K +246 +7%
WAAG
1096
Wealth Alliance Advisory Group
Kansas
$697K +$25.4K +145 +4%
DP
1097
Denver PWM
Colorado
$696K +$1.05K +6 +0.2%
FANJ
1098
Financial Architects (New Jersey)
New Jersey
$696K +$69.1K +395 +13%
FNT
1099
First Nebraska Trust
Nebraska
$692K – – –
PG
1100
Patten Group
Tennessee
$691K -$10.5K -60 -2%
42 43
44
45 46

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.