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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
ATC
1351
Adirondack Trust Company
New York
$120K
CIA
1352
Cascade Investment Advisors
Oregon
$117K
APWM
1353
Atlas Private Wealth Management
New York
$116K
M
1354
MOTCO
Texas
$116K +$33.2K +221 +40%
WAS
1355
Winch Advisory Services
Wisconsin
$111K -$2.26K -15 -2%
GI
1356
Gradient Investments
Minnesota
$110K -$1.66K -11 -1%
CYG
1357
Clean Yield Group
Vermont
$109K +$7.52K +50 +7%
AWM
1358
Aberdeen Wealth Management
Illinois
$106K +$107K +710 New
FMTCOCP
1359
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$105K
LPIC
1360
LeJeune Puetz Investment Counsel
Michigan
$105K
HWA
1361
HCR Wealth Advisors
California
$103K
MIM
1362
Macroview Investment Management
Maryland
$102K -$4.96K -33 -5%
CIR
1363
Clear Investment Research
Georgia
$102K -$4.36K -29 -4%
FWC
1364
First Washington Corp
Washington
$102K
SIAP
1365
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$100K
HFM
1366
Hartford Financial Management
Connecticut
$96K +$150 +1 +0.2%
DSC
1367
Duncker Streett & Co
Missouri
$94K
JWM
1368
Janiczek Wealth Management
Colorado
$94K
PFGIA
1369
Patriot Financial Group Insurance Agency
Massachusetts
$92K -$38.4K -255 -29%
CI
1370
CX Institutional
Indiana
$90K -$63.3K -421 -41%
ME
1371
McIlrath & Eck
Washington
$88K -$1.2K -8 -1%
ETI
1372
Enterprise Trust & Investment
California
$87K
PP
1373
PrairieView Partners
Minnesota
$86K
WP
1374
WealthShield Partners
North Carolina
$84K -$18.2K -121 -18%
AWM
1375
AllSquare Wealth Management
New York
$81K

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.