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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
GCM
1301
Gables Capital Management
Florida
$219K -$60.9K -405 -22%
GAM
1302
Gemmer Asset Management
California
$219K +$1.66K +11 +0.8%
IWP
1303
IAG Wealth Partners
Wisconsin
$217K
HCM
1304
Hilton Capital Management
New York
$216K
KFC
1305
Klingenstein Fields & Co
New York
$214K +$215K +1,428 New
NEPPG
1306
New England Professional Planning Group
Rhode Island
$213K -$27.8K -185 -12%
SCM
1307
Southport Capital Management
Tennessee
$213K
GPA
1308
Guidance Point Advisors
Massachusetts
$212K -$4.36K -29 -2%
CBOR
1309
Community Bank of Raymore
Missouri
$211K
QWM
1310
QP Wealth Management
New Jersey
$210K -$15K -100 -7%
NCM
1311
Noesis Capital Mangement
Florida
$210K -$7.52K -50 -3%
SBL
1312
Sargent Bickham Lagudis
Colorado
$210K +$3.16K +21 +2%
WC
1313
Westwind Capital
New Mexico
$209K
CFO
1314
CVA Family Office
Colorado
$208K +$150 +1 +0.1%
JWM
1315
JGP Wealth Management
Oregon
$207K +$195K +1,295 New
BWA
1316
BlueSky Wealth Advisors
North Carolina
$205K -$48.7K -324 -20%
FA
1317
FC Advisory
Pennsylvania
$205K +$206K +1,368 New
DWM
1318
Darwin Wealth Management
Florida
$202K -$91.6K -609 -31%
HR
1319
Howe & Rusling
New York
$202K
DI
1320
Diligent Investors
California
$202K +$203K +1,350 New
XS
1321
XR Securities
Illinois
$202K +$203K +1,351 New
AC
1322
Asio Capital
Kentucky
$201K
MC
1323
Moors & Cabot
Massachusetts
$201K +$202K +1,343 New
ANBT
1324
American National Bank & Trust
Texas
$200K
ETS
1325
ESL Trust Services
New York
$200K +$202K +1,340 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.