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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
AIM
1426
Anchor Investment Management
South Carolina
$26.8K
DAC
1427
Dividend Assets Capital
South Carolina
$25K -$6.77K -45 -21%
LWM
1428
Liberty Wealth Management
California
$25K +$13.7K +91 +120%
EP
1429
Eudaimonia Partners
Tennessee
$25K +$25K +166 New
BDWM
1430
Brewin Dolphin Wealth Management
Ireland
$23.4K +$23.5K +156 New
HWM
1431
HighMark Wealth Management
Minnesota
$23K
CICI
1432
Capital Investment Counsel Inc
North Carolina
$22K +$22.1K +147 New
RCA
1433
Ranch Capital Advisors
Florida
$20K
SFA
1434
Stewardship Financial Advisors
Georgia
$20K
LDFR
1435
Lehman & Derafelo Financial Resources
Pennsylvania
$19K
Millennium Management
1436
Millennium Management
New York
$18K -$105M -699,652 -85%
GTAM
1437
Global Trust Asset Management
Florida
$17K
PIP
1438
Peachtree Investment Partners
Florida
$16K +$16.5K +110 New
MFIMFI
1439
Mesirow Financial Investment Management - Fixed Income
Illinois
$15K -$8.27K -55 -36%
MSFP
1440
Mark Sheptoff Financial Planning
Connecticut
$15K -$7.52K -50 -33%
NIC
1441
Northwest Investment Counselors
Oregon
$15K +$15K +100 New
PCS
1442
Personal CFO Solutions
New Jersey
$13K -$351K -2,331 -3%
CCM
1443
Copeland Capital Management
Pennsylvania
$13K -$21.1K -140 -62%
CP
1444
Covenant Partners
Tennessee
$13K
TCM
1445
Tradewinds Capital Management
Washington
$12K
SMFG
1446
Sumitomo Mitsui Financial Group
Japan
$11K -$49.2K -327 -81%
BWM
1447
BNC Wealth Management
Oregon
$11K +$11K +73 New
EARNEST Partners
1448
EARNEST Partners
Georgia
$10K -$238K -1,584 -96%
HFA
1449
HC Financial Advisors
California
$10K
SA
1450
SRH Advisors
Kansas
$10K

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.