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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
BAM
1151
Baldrige Asset Management
Pennsylvania
$346K -$2.26K -15 -0.6%
CAL
1152
Capital Analysts LLC
Pennsylvania
$344K +$325K +2,162 +1,578%
CL
1153
CIM LLC
New York
$343K
MM
1154
Meridian Management
Arkansas
$343K
NMC
1155
Nine Masts Capital
Hong Kong
$343K +$345K +2,292 New
FHA
1156
Flagship Harbor Advisors
Massachusetts
$342K -$1.18M -7,860 -77%
CSIC
1157
Clifford Swan Investment Counsel
California
$342K
CBN
1158
Cadence Bank NA
Texas
$340K +$106K +703 +45%
MCA
1159
Mercer Capital Advisers
New Jersey
$339K
APW
1160
Aurora Private Wealth
New Jersey
$338K +$4.66K +31 +1%
RIM
1161
Rockbridge Investment Management
New York
$335K +$54.9K +365 +19%
CSPIA
1162
Cary Street Partners Investment Advisory
Virginia
$334K +$335K +2,229 New
HI
1163
Harrington Investments
California
$333K -$60.2K -400 -15%
AUB
1164
Atlantic Union Bankshares
Virginia
$332K +$23K +153 +7%
TA
1165
TFG Advisers
Michigan
$331K +$1.05K +7 +0.3%
CF
1166
Centaurus Financial
California
$331K +$10.2K +68 +3%
PMAM
1167
Picton Mahoney Asset Management
Ontario, Canada
$331K +$94.8K +630 +40%
CAG
1168
Csenge Advisory Group
Florida
$330K -$119K -794 -27%
WP
1169
WealthSource Partners
California
$330K -$42.9K -285 -11%
SFG
1170
StrategIQ Financial Group
Indiana
$330K -$28K -186 -8%
BMC
1171
Beaton Management Company
Massachusetts
$330K
ISB
1172
Iowa State Bank
Iowa
$330K
SP
1173
Successful Portfolios
Florida
$329K
VIM
1174
Vista Investment Management
Pennsylvania
$325K -$9.03K -60 -3%
Luther King Capital Management (LKCM)
1175
Luther King Capital Management (LKCM)
Texas
$325K

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.