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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
CB
1251
CNB Bank
Pennsylvania
$252K
OFG
1252
Omega Financial Group
California
$252K +$4.81K +32 +2%
SAM
1253
S.A. Mason
Michigan
$251K
JPG
1254
Jordan Park Group
California
$250K
SFG
1255
SevenBridge Financial Group
Pennsylvania
$250K
QAM
1256
QCI Asset Management
New York
$250K +$251K +1,670 New
GCA
1257
Gradient Capital Advisors
California
$249K
PK
1258
Pflug Koory
Nebraska
$249K
HIIFS
1259
Harel Insurance Investments & Financial Services
Israel
$247K
LWA
1260
Lenox Wealth Advisors
New York
$247K +$53.6K +356 +28%
RA
1261
RFG Advisory
Alabama
$247K +$248K +1,650 New
LCM
1262
Logan Capital Management
Pennsylvania
$246K
BWM
1263
BigSur Wealth Management
Florida
$246K +$28.6K +190 +13%
EI
1264
Ellevest Inc
New York
$245K -$29.2K -194 -11%
GAG
1265
GM Advisory Group
New York
$245K +$246K +1,638 New
ATPW
1266
Ashton Thomas Private Wealth
Arizona
$244K +$20.6K +137 +9%
SWM
1267
SVA Wealth Management
Wisconsin
$243K
SCA
1268
Stillwater Capital Advisors
Pennsylvania
$242K +$7.82K +52 +3%
BWM
1269
BerganKDV Wealth Management
Minnesota
$240K -$238K -1,582 -50%
TCWM
1270
Total Clarity Wealth Management
Illinois
$240K
CA
1271
Cornerstone Advisory
Maryland
$239K -$23K -153 -9%
CIA
1272
Capital Investment Advisors
Georgia
$239K +$21.5K +143 +10%
KBFS
1273
Kohmann Bosshard Financial Services
Ohio
$239K +$41.8K +278 +21%
ECG
1274
EPIQ Capital Group
California
$237K -$94.2K -626 -28%
AIM
1275
AMI Investment Management
Indiana
$236K

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.