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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
SWM
1126
Segment Wealth Management
Texas
$368K -$204K -1,353 -35%
CCM
1127
Carlson Capital Management
Minnesota
$368K -$25K -166 -6%
JSC
1128
Jackson Square Capital
California
$368K +$28.1K +187 +8%
LW
1129
Linscomb Wealth
Texas
$366K -$55.4K -368 -13%
CFS
1130
CRA Financial Services
New Jersey
$366K -$22.6K -150 -6%
PTC
1131
Philadelphia Trust Company
Pennsylvania
$366K +$28.6K +190 +8%
H
1132
HoyleCohen
California
$364K -$22.4K -149 -6%
TCWA
1133
Ten Capital Wealth Advisors
Washington
$364K +$366K +2,431 New
BA
1134
Bristlecone Advisors
Washington
$361K -$27.8K -185 -7%
KF
1135
Krilogy Financial
Missouri
$361K +$73K +485 +25%
EIP
1136
Ellis Investment Partners
Pennsylvania
$360K -$14.6K -97 -4%
SC
1137
Skylands Capital
Wisconsin
$359K
OCM
1138
One Capital Management
California
$357K -$119K -794 -25%
KL
1139
KWMG LLC
Kansas
$357K -$5.12K -34 -1%
RW
1140
REDW Wealth
New Mexico
$357K
BC
1141
Burleson & Co
California
$354K -$698K -4,642 -68%
SAM
1142
Secure Asset Management
Michigan
$354K +$355K +2,363 New
First Manhattan
1143
First Manhattan
New York
$353K +$263K +1,750 +287%
TAM
1144
Trillium Asset Management
Massachusetts
$352K +$354K +2,351 New
CT
1145
Cambridge Trust
Massachusetts
$351K -$20K -133 -5%
NFG
1146
Nations Financial Group
Iowa
$351K -$6.77K -45 -2%
BMM
1147
Buffington Mohr McNeal
Idaho
$349K -$1.66K -11 -0.5%
CCP
1148
Cardan Capital Partners
Colorado
$349K
PFA
1149
Professional Financial Advisors
Nebraska
$349K +$343K +2,279 New
WBC
1150
West Branch Capital
Massachusetts
$346K -$18.8K -125 -5%

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.