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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
RPWA
1226
Regent Peak Wealth Advisors
Georgia
$277K
VCP
1227
Vista Capital Partners
Oregon
$275K
IFA
1228
Interactive Financial Advisors
Illinois
$275K +$14.1K +94 +5%
AA
1229
AlphaMark Advisors
Kentucky
$273K
MS
1230
Maven Securities
Jersey
$272K +$271K +1,800 New
FIB
1231
First Interstate Bank
Montana
$271K -$25.7K -171 -9%
SAM
1232
Seelaus Asset Management
New Jersey
$271K -$7.67K -51 -3%
PIA
1233
Powell Investment Advisors
Florida
$271K +$72.5K +482 +36%
Kovitz Investment Group Partners
1234
Kovitz Investment Group Partners
Illinois
$269K
HS
1235
Horan Securities
United States
$267K -$9.03K -60 -3%
OWP
1236
Obermeyer Wealth Partners
Colorado
$266K
BWP
1237
Bernardo Wealth Planning
Pennsylvania
$265K -$1.05K -7 -0.4%
PBO
1238
Peoples Bank (Ohio)
Ohio
$264K
NFG
1239
NewFocus Financial Group
Washington
$263K -$69.1K -459 -21%
MAWCM
1240
Mine & Arao Wealth Creation & Management
California
$263K +$301 +2 +0.1%
HCM
1241
Howland Capital Management
Massachusetts
$263K +$48.9K +325 +23%
NIM
1242
Northeast Investment Management
Massachusetts
$262K +$2.56K +17 +1%
RMA
1243
Roffman Miller Associates
Pennsylvania
$260K -$4.81K -32 -2%
PAS
1244
Professional Advisory Services
Florida
$260K
AW
1245
ACG Wealth
Georgia
$260K +$261K +1,733 New
CWM
1246
Cabot Wealth Management
Massachusetts
$258K
CSWG
1247
Cardinal Strategic Wealth Guidance
Kentucky
$257K -$17.8K -118 -6%
IIC
1248
Ironwood Investment Counsel
Arizona
$256K -$48.3K -321 -16%
MC
1249
Martin & Co
Tennessee
$256K
P
1250
&Partners
Tennessee
$254K +$7.52K +50 +3%

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.