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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
TF
1101
TimeScale Financial
Massachusetts
$400K +$1.5K +10 +0.4%
FLA
1102
Financial Life Advisors
Texas
$397K +$399K +2,651 New
DDPIC
1103
Deroy & Devereaux Private Investment Counsel
Michigan
$396K +$164K +1,090 +70%
KCM
1104
Kennedy Capital Management
Missouri
$396K +$398K +2,647 New
QC
1105
QCM Cayman
Texas
$393K +$63.8K +424 +19%
BIM
1106
Bridges Investment Management
Nebraska
$392K
BCM
1107
Brookstone Capital Management
Illinois
$390K +$82.1K +546 +27%
WKWM
1108
Walter & Keenan Wealth Management
Indiana
$389K -$41.4K -275 -10%
CIAS
1109
Capital Investment Advisory Services
North Carolina
$389K +$5.57K +37 +1%
FAM
1110
Formidable Asset Management
Ohio
$387K
PPCM
1111
Pillar Pacific Capital Management
California
$385K -$43K -286 -10%
CFGS
1112
Concourse Financial Group Securities
Alabama
$383K -$123K -816 -24%
CCG
1113
Cypress Capital Group
Florida
$381K +$27.1K +180 +8%
PCIA
1114
Prime Capital Investment Advisors
Kansas
$380K -$2.71K -18 -0.7%
TFS
1115
TrustCore Financial Services
Tennessee
$379K -$145K -966 -28%
AFC
1116
AFT Forsyth & Company
Florida
$379K -$37.6K -250 -9%
P
1117
Pitcairn
Pennsylvania
$379K -$13.8K -92 -4%
CCM
1118
Chilton Capital Management
Texas
$375K -$22.9K -152 -6%
TI
1119
tru Independence
Oregon
$375K +$376K +2,501 New
APCM
1120
Alaska Permanent Capital Management
Alaska
$373K -$8.12K -54 -2%
CTA
1121
Colonial Trust Advisors
South Carolina
$372K -$123K -816 -25%
NCM
1122
Next Capital Management
New York
$371K -$28.4K -189 -7%
DIA
1123
Dana Investment Advisors
Wisconsin
$371K +$372K +2,474 New
SCP
1124
Syntal Capital Partners
Texas
$370K -$778K -5,173 -68%
CCM
1125
Crossvault Capital Management
Texas
$370K +$5.26K +35 +1%

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.