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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
HCA
1326
Horan Capital Advisors
Ohio
$188K +$189K +1,257 New
OSAM
1327
O'Shaughnessy Asset Management
Connecticut
$183K
MHR
1328
Matthew Hamilton Rosenberg
$182K
NL
1329
NKCFO LLC
Illinois
$180K +$181K +1,200 New
VCM
1330
Versant Capital Management
Arizona
$175K
BW
1331
Bison Wealth
Georgia
$174K -$59.7K -397 -25%
GWMIA
1332
Global Wealth Management Investment Advisory
Florida
$172K
FNBOSM
1333
First National Bank of South Miami
Florida
$171K +$113K +753 +194%
TF
1334
Tompkins Financial
New York
$165K
RTC
1335
Riverview Trust Company
Washington
$163K -$5.87K -39 -3%
BWP
1336
Baldwin Wealth Partners
Massachusetts
$163K -$4.51K -30 -3%
PAIM
1337
Punch & Associates Investment Management
Minnesota
$155K
JFA
1338
JNBA Financial Advisors
Minnesota
$154K +$2.71K +18 +2%
MRCM
1339
M&R Capital Management
New Jersey
$149K
RCA
1340
Rowland Carmichael Advisors
Arizona
$149K
EWM
1341
Endurance Wealth Management
Rhode Island
$148K +$85K +565 +132%
ACA
1342
Aptus Capital Advisors
Alabama
$147K +$83.9K +558 +131%
AIA
1343
Armor Investment Advisors
North Carolina
$139K
HFS
1344
Hantz Financial Services
Michigan
$137K -$130K -864 -49%
TCOV
1345
Trust Company of Vermont
Vermont
$136K -$115K -767 -46%
CHA
1346
Carmichael Hill & Associates
Maryland
$133K +$36.1K +240 +37%
SFG
1347
Sowa Financial Group
Rhode Island
$132K
RMC
1348
Resources Management Corp
Connecticut
$128K -$15K -100 -10%
RBC
1349
Roble Belko & Company
Pennsylvania
$125K
ADL
1350
Asset Dedication LLC
California
$122K +$5.72K +38 +5%

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.