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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
BA
1276
Baugh & Associates
Georgia
$236K
TFS
1277
Thoroughbred Financial Services
Tennessee
$236K +$238K +1,581 New
EWG
1278
Executive Wealth Group
Washington
$236K +$903 +6 +0.4%
AWM
1279
Apollon Wealth Management
South Carolina
$235K
GCA
1280
Greenwood Capital Associates
South Carolina
$234K -$38.7K -257 -14%
CBT
1281
Capital Bank & Trust
California
$231K
DL
1282
DOHJ LLC
Washington
$231K
SAG
1283
Spotlight Asset Group
Illinois
$231K
FCA
1284
FLC Capital Advisors
California
$230K
PCTC
1285
Perkins Coie Trust Company
Washington
$228K
MG
1286
McCutchen Group
Washington
$226K +$451 +3 +0.2%
GSWM
1287
Golden State Wealth Management
California
$226K +$227K +1,512 New
SNT
1288
Security National Trust
West Virginia
$225K +$45.6K +303 +25%
BB
1289
Berkshire Bank
Massachusetts
$224K +$225K +1,498 New
BG
1290
Bollard Group
Massachusetts
$223K -$1.46M -9,728 -87%
SAM
1291
SP Asset Management
California
$223K +$203K +1,351 New
LWM
1292
Laidlaw Wealth Management
New York
$223K +$224K +1,486 New
WA
1293
Wealth Alliance
New York
$223K +$224K +1,487 New
LA
1294
Legacy Advisors
Pennsylvania
$222K -$139K -921 -38%
FHC
1295
First Heartland Consultants
Missouri
$222K +$223K +1,483 New
AAP
1296
Arax Advisory Partners
Colorado
$221K -$98.1K -652 -31%
GIP
1297
Granite Investment Partners
California
$220K -$421K -2,800 -66%
X
1298
Xponance
Pennsylvania
$220K -$268K -1,783 -55%
KPWG
1299
KFA Private Wealth Group
Virginia
$220K +$221K +1,468 New
MCM
1300
MV Capital Management
Maryland
$219K -$148K -982 -40%

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.