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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
RIA
1451
RPG Investment Advisory
California
$9K
SIS
1452
Sound Income Strategies
Florida
$9K
VRM
1453
Vectors Research Management
New York
$9K +$3.61K +24 +39%
BHWM
1454
Bay Harbor Wealth Management
Maryland
$9K +$7.52K +50 +625%
TFM
1455
TFC Financial Management
Massachusetts
$9K +$8.88K +59 New
WLPWM
1456
Walled Lake Planning & Wealth Management
Illinois
$8K +$150 +1 +2%
FRA
1457
Front Row Advisors
California
$8K +$1.2K +8 +23%
NSB
1458
Norway Savings Bank
Maine
$7K -$17.5K -116 -70%
WEC
1459
Winslow Evans & Crocker
Massachusetts
$7K
AIM
1460
Axiom Investment Management
New York
$5K
EAM
1461
Eukles Asset Management
Ohio
$5K
FMP
1462
Financial Management Professionals
Texas
$5K
HCP
1463
Hexagon Capital Partners
Arkansas
$5K +$5.26K +35 New
CHAM
1464
Clear Harbor Asset Management
Connecticut
$4.19K +$4.21K +28 New
SL
1465
Savior LLC
Massachusetts
$4K
TC
1466
Truvestments Capital
Florida
$4K
CA
1467
Centerpoint Advisors
Massachusetts
$3K
FPB
1468
First PREMIER Bank
South Dakota
$3K
AA
1469
Advisory Alpha
Michigan
$3K +$3.16K +21 New
SXL
1470
Summit X LLC
Missouri
$2.55K +$255K +1,698 New
FA
1471
Faithward Advisors
Pennsylvania
$2K -$13.8K -92 -89%
VNA
1472
Valley National Advisers
Pennsylvania
$2K
NIM
1473
NuWave Investment Management
New Jersey
$2K +$1.66K +11 New
RA
1474
Rational Advisors
New York
$2K +$1.66K +11 New
HGWM
1475
Harvest Group Wealth Management
Massachusetts
$1K -$1.35K -9 -53%

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.