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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
AC
1476
AlphaCore Capital
California
$1K
HIM
1477
Hillsdale Investment Management
Ontario, Canada
$1K
Koshinski Asset Management
1478
Koshinski Asset Management
Illinois
$438 -$516K -3,429 -56%
UWM
1479
USAdvisors Wealth Management
Minnesota
$426 -$13.4K -89 -3%
F
1480
F3Logic
Minnesota
$388 +$1.5K +10 +0.4%
SSW
1481
Smith Shellnut Wilson
Mississippi
$340
FCA
1482
FinTrust Capital Advisors
South Carolina
$19 -$7.52K -50 -29%
DCM
1483
Dorsal Capital Management
California
-$107M -750,000 Closed
EMPI
1484
Elo Mutual Pension Insurance
Finland
-$57.6M -470,000 Closed
CTC (Chicago Trading Company)
1485
CTC (Chicago Trading Company)
Illinois
-$37.8M -263,763 Closed
JC
1486
JBF Capital
Colorado
-$26.1M -182,500 Closed
BAM
1487
Blueshift Asset Management
New Jersey
-$14.5M -101,311 Closed
CSS
1488
Cubist Systematic Strategies
Connecticut
-$14.5M -101,002 Closed
UOC
1489
UBS O'Connor
Illinois
-$15M -100,000 Closed
PM
1490
Precept Management
Texas
-$14.6M -97,000 Closed
KIM
1491
Kestrel Investment Management
California
-$11.9M -83,000 Closed
Mackenzie Financial
1492
Mackenzie Financial
Ontario, Canada
-$9.02M -63,000 Closed
TCM
1493
Thames Capital Management
New Jersey
-$8.96M -62,573 Closed
TSS
1494
Two Sigma Securities
New York
-$9.07M -60,301 Closed
BCM
1495
BlueCrest Capital Management
Jersey
-$8.8M -58,470 Closed
KHCM
1496
Kettle Hill Capital Management
New York
-$7.95M -55,508 Closed
FSA
1497
Financial Services Advisory
Maryland
-$6.91M -48,238 Closed
CG
1498
Cutler Group
California
-$6.45M -42,897 Closed
IHL
1499
Investment House LLC
California
-$4.25M -29,655 Closed
LCG
1500
Luxor Capital Group
New York
-$3.56M -24,866 Closed

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.