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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
SFPG
1401
Stonebridge Financial Planning Group
Florida
$46K -$15K -100 -26%
FPFS
1402
First Personal Financial Services
North Carolina
$46K -$3.76K -25 -8%
FCB
1403
First Command Bank
Texas
$45K
FCFS
1404
First Command Financial Services
Texas
$45K
NCM
1405
New Capital Management
Texas
$45K
PCFFS
1406
Pacific Center for Financial Services
California
$45K +$4.21K +28 +10%
OIS
1407
Okabena Investment Services
Minnesota
$41K
FFC
1408
First Financial Corp
Indiana
$40K +$34.5K +229 +587%
SIA
1409
SeaBridge Investment Advisors
New Jersey
$39K
Federated Hermes
1410
Federated Hermes
Pennsylvania
$38K +$20.8K +138 +118%
JWBC
1411
John W. Brooker & Co
California
$37K
RCM
1412
Robinson Capital Management
Michigan
$36K +$1.5K +10 +4%
FA
1413
Fortis Advisors
Pennsylvania
$34K -$34.6K -230 -50%
AF
1414
Affiance Financial
Minnesota
$34K
GFPC
1415
Global Financial Private Client
Florida
$33K -$13.4K -89 -29%
SFC
1416
SYM Financial Corp
Indiana
$32K
NCM
1417
Narwhal Capital Management
Georgia
$32K +$32.5K +216 New
CAM
1418
Costello Asset Management
Pennsylvania
$31K +$150 +1 +0.5%
WCAMG
1419
Woodard & Company Asset Management Group
North Carolina
$30K -$12.8K -85 -30%
LWA
1420
Lowe Wealth Advisors
Maryland
$29K -$2.26K -15 -7%
HI
1421
Hudock Inc
Pennsylvania
$29K
SFA
1422
Semmax Financial Advisors
North Carolina
$28K
AW
1423
Avion Wealth
Texas
$28K +$5.12K +34 +22%
LS
1424
Leelyn Smith
Illinois
$27K -$8.57K -57 -24%
HIM
1425
HawsGoodwin Investment Management
Tennessee
$27K +$10.8K +72 +65%

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.