We are live on ! Find out more
IWM icon

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
ACB
101
Aristotle Capital Boston
Massachusetts
$36.8M -$5.39M -35,806 -13%
SGI
102
Swan Global Investments
Colorado
$36.6M -$10.5M -70,000 -22%
WA
103
WestEnd Advisors
North Carolina
$36.1M +$2.96M +19,690 +9%
AWM
104
AE Wealth Management
Kansas
$35.6M +$1.41M +9,347 +4%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$34.8M -$184K -1,224 -0.5%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$34.6M -$2.44M -16,200 -7%
MLIC
107
Mandatum Life Insurance Company
Finland
$34.6M +$109K +723 +0.3%
Temasek Holdings
108
Temasek Holdings
Singapore
$33.9M +$34M +226,000 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$33.2M +$133K +883 +0.4%
AQR Capital Management
110
AQR Capital Management
Connecticut
$32.8M +$29.4M +195,682 +844%
PAG
111
Private Advisor Group
New Jersey
$31.9M -$614K -4,080 -2%
William Blair & Company
112
William Blair & Company
Illinois
$31.1M +$5.61M +37,278 +22%
Victory Capital Management
113
Victory Capital Management
Texas
$30.8M +$30.4M +201,832 +5,767%
FNBT
114
FineMark National Bank & Trust
Florida
$30.2M -$3.81M -25,340 -11%
Comerica Bank
115
Comerica Bank
Texas
$30M +$125K +828 +0.5%
Canada Pension Plan Investment Board
116
Canada Pension Plan Investment Board
Ontario, Canada
$30M
PPFA
117
Provida Pension Fund Administrator
Chile
$29.6M -$83.5M -555,044 -74%
BUB
118
BBVA USA Bancshares
Texas
$29.4M -$1.16M -7,682 -4%
JCM
119
Janney Capital Management
Pennsylvania
$28.6M +$8.18M +54,379 +40%
PVH
120
Psagot Value Holdings
Israel
$28.4M -$15.9M -105,435 -36%
PI
121
Parkside Investments
Illinois
$27.5M -$9.58M -63,671 -26%
SFA
122
Sequoia Financial Advisors
Ohio
$27.5M +$1.6M +10,634 +6%
State Street
123
State Street
Massachusetts
$26.8M -$5.01M -33,332 -16%
MGIA
124
Moneta Group Investment Advisors
Missouri
$25.9M +$569K +3,783 +2%
IMC Chicago
125
IMC Chicago
Illinois
$25.9M +$26M +172,972 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.