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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
BWA
1201
BDO Wealth Advisors
Florida
$298K -$28.7K -191 -9%
LPT
1202
Legacy Private Trust
Wisconsin
$298K
FA
1203
Fiducient Advisors
Illinois
$297K -$46.6K -310 -14%
FBFS
1204
First Business Financial Services
Wisconsin
$297K
LOPW
1205
Live Oak Private Wealth
North Carolina
$296K
MAM
1206
Madison Asset Management
Wisconsin
$296K +$297K +1,977 New
SCM
1207
Schnieders Capital Management
California
$295K -$33.8K -225 -10%
TWA
1208
TCI Wealth Advisors
Arizona
$295K -$14.3K -95 -5%
HT
1209
Heritage Trust
Oklahoma
$295K
JHCP
1210
Jackson Hole Capital Partners
Oklahoma
$295K
CFG
1211
Cooper Financial Group
California
$292K -$88.8K -590 -23%
AFA
1212
Atlanta Financial Associates
Georgia
$292K -$20.9K -139 -7%
KCM
1213
Kornitzer Capital Management
Kansas
$289K +$290K +1,928 New
CG
1214
Cynosure Group
Utah
$288K -$10.7K -71 -4%
UWPG
1215
Ullmann Wealth Partners Group
Florida
$287K
SW
1216
SkyOak Wealth
Michigan
$285K -$30.8K -205 -10%
GIA
1217
GHP Investment Advisors
Colorado
$283K -$44.5K -296 -14%
YWP
1218
YorkBridge Wealth Partners
New York
$283K -$3.01K -20 -1%
MAS
1219
Madden Advisory Services
Florida
$282K -$60.2K -400 -17%
TW
1220
Transform Wealth
Colorado
$280K -$3.76K -25 -1%
SC
1221
SouthState Corp
Florida
$280K +$32.5K +216 +13%
5L
1222
55I LLC
Massachusetts
$279K -$1.7M -11,327 -86%
LNB
1223
Ledyard National Bank
$278K -$34.3K -228 -11%
CTA
1224
Chesley Taft & Associates
Illinois
$278K
TCOO
1225
Trust Company of Oklahoma
Oklahoma
$277K +$278K +1,850 New

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.