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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
WWM
1176
Windsor Wealth Management
Indiana
$325K +$71.2K +473 +30%
WCM
1177
Wunderlich Capital Managemnt
Tennessee
$324K +$7.52K +50 +2%
MWP
1178
MYCIO Wealth Partners
Pennsylvania
$322K +$162K +1,079 +101%
CSM
1179
CAMG Solamere Management
North Carolina
$320K -$1.05K -7 -0.3%
BFO
1180
Biltmore Family Office
North Carolina
$320K
Invesco
1181
Invesco
Georgia
$320K +$16.4K +109 +5%
RWA
1182
Redhawk Wealth Advisors
Minnesota
$319K +$320K +2,129 New
BCM
1183
Birmingham Capital Management
Alabama
$316K
RFN
1184
RDA Financial Network
Iowa
$316K +$22.6K +150 +8%
WG
1185
Watchman Group
Texas
$315K +$317K +2,105 New
GVAG
1186
Great Valley Advisor Group
Delaware
$314K -$230K -1,529 -42%
OWM
1187
Orgel Wealth Management
Wisconsin
$309K -$78.4K -521 -20%
WA
1188
Winfield Associates
Ohio
$309K
DWM
1189
Doyle Wealth Management
Florida
$306K +$150 +1 +0%
KTC
1190
Kistler-Tiffany Companies
Pennsylvania
$305K +$150 +1 +0%
DLCIG
1191
D.L. Carlson Investment Group
New Hampshire
$303K -$155K -1,032 -34%
HH
1192
HWG Holdings
Texas
$303K
TA
1193
Trellis Advisors
Washington
$303K
EW
1194
Evoke Wealth
California
$302K -$10.2K -68 -3%
HFAS
1195
Hummer Financial Advisory Services
Illinois
$302K
BCM
1196
Bienville Capital Management
New York
$300K
BHA
1197
Beech Hill Advisors
New York
$300K +$301K +2,000 New
Simplex Trading
1198
Simplex Trading
Illinois
$299K -$12.5M -83,178 -98%
PWW
1199
Pettyjohn Wood & White
Virginia
$299K
RVPG
1200
Relative Value Partners Group
$299K

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.