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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
RE
1376
RBC Europe
United Kingdom
$77.9K
IF
1377
Ironwood Financial
Arizona
$76K +$3.16K +21 +4%
FFW
1378
Fusion Family Wealth
New York
$76K +$30.1K +200 +65%
BWM
1379
Baystate Wealth Management
Massachusetts
$74K +$301 +2 +0.4%
CCM
1380
Cribstone Capital Management
Maine
$70K -$1.66K -11 -2%
TFA
1381
Toth Financial Advisory
Virginia
$70K +$40.2K +267 +133%
KCM
1382
Kathmere Capital Management
Pennsylvania
$70K +$70.3K +467 New
CAL
1383
Capital Advisors Ltd
Ohio
$69K -$18.8K -125 -21%
SC
1384
Sawyer & Company
Massachusetts
$68K
CIM
1385
Contravisory Investment Management
Massachusetts
$67K -$50.7K -337 -43%
FFA
1386
Founders Financial Alliance
North Carolina
$64K +$64.8K +431 New
CFD
1387
Creative Financial Designs
Indiana
$61K -$84.5K -562 -58%
EWM
1388
Elmwood Wealth Management
California
$61K
CPW
1389
Catalyst Private Wealth
California
$61K +$61.2K +407 New
RCM
1390
Rain Capital Management
Oregon
$60K
LFG
1391
LifePlan Financial Group
Ohio
$58K +$1.2K +8 +2%
HB
1392
Horizon Bancorp
Indiana
$57K -$21.2K -141 -27%
TPWA
1393
TRUE Private Wealth Advisors
Oregon
$57K
WCG
1394
Weaver Consulting Group
California
$57K +$8.88K +59 +18%
TCM
1395
TD Capital Management
Tennessee
$55K +$150 +1 +0.3%
RP
1396
Rice Partnership
Hawaii
$55K +$6.32K +42 +13%
PP
1397
Pacifica Partners
Canada
$52K -$23.3K -155 -31%
DAM
1398
Delta Asset Management
Tennessee
$52K +$150 +1 +0.3%
HCM
1399
Horrell Capital Management
Arkansas
$51K
RFWA
1400
RPg Family Wealth Advisory
Massachusetts
$49K

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.