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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
CIBC World Market
126
CIBC World Market
Ontario, Canada
$25.9M +$2.21M +14,692 +9%
DW
127
Domani Wealth
Pennsylvania
$25M +$7.56M +50,272 +43%
BB
128
Busey Bank
Illinois
$24.8M -$740K -4,917 -3%
1SB
129
1ST Source Bank
Indiana
$24.4M -$29.6K -197 -0.1%
CFG
130
Citizens Financial Group
Rhode Island
$24.4M +$13.1M +87,060 +119%
11A
131
10-15 Associates
New York
$23.9M +$24M +159,538 New
Creative Planning
132
Creative Planning
Kansas
$23.7M +$1.8M +11,973 +8%
CDIA
133
Capital Directions Investment Advisors
Georgia
$23.4M -$162K -1,077 -0.7%
MML Investors Services
134
MML Investors Services
Massachusetts
$23.4M -$6.08M -40,411 -21%
CTB
135
Country Trust Bank
Illinois
$23.3M -$375K -2,492 -2%
AC
136
Aperimus Capital
California
$22.7M -$17.4M -115,925 -43%
AI
137
Atria Investments
North Carolina
$22.6M +$2.64M +17,523 +13%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$22.3M +$2.89M +19,227 +15%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$22M +$1.33M +8,834 +6%
MLFP
140
MPS Loria Financial Planners
Illinois
$21.7M -$1.11M -7,387 -5%
GC
141
Gilbert & Cook
Iowa
$21.7M -$151K -1,004 -0.7%
TFO
142
Tarbox Family Office
California
$21.4M -$439K -2,921 -2%
GAB
143
German American Bancorp
Indiana
$21.2M +$294K +1,952 +1%
Citadel Advisors
144
Citadel Advisors
Florida
$20.4M +$20.5M +136,249 New
WI
145
Wintrust Investments
Illinois
$20.2M +$6.04M +40,151 +42%
PA
146
Parkside Advisors
California
$20.2M +$1.86M +12,348 +10%
JF
147
Jump Financial
Illinois
$19.8M +$19.9M +132,201 New
SW
148
SVB Wealth
Massachusetts
$19.6M -$178K -1,185 -0.9%
WTC
149
WhitTier Trust Company
Nevada
$19.5M -$4.23M -28,091 -18%
LCM
150
Landscape Capital Management
New Jersey
$19.5M +$10.8M +71,675 +123%

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.