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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
DS
1501
DRW Securities
Illinois
-$3.18M -21,132 Closed
MIAN
1502
Mariner Independent Advisor Network
Kansas
-$2.94M -20,621 Closed
FMT
1503
First Mercantile Trust
Tennessee
-$2.79M -19,499 Closed
PI
1504
PEAK6 Investments
Illinois
-$2.51M -16,705 Closed
RHP
1505
Royal Harbor Partners
Texas
-$2.25M -15,731 Closed
MTB
1506
Mizuho Trust & Banking
Japan
-$2.15M -15,000 Closed
TI
1507
Tidal Investments
Wisconsin
-$1.81M -12,650 Closed
SMG
1508
Spectrum Management Group
Indiana
-$1.81M -12,648 Closed
RIA
1509
Regal Investment Advisors
Michigan
-$1.75M -12,242 Closed
Capstone Investment Advisors
1510
Capstone Investment Advisors
New York
-$1.57M -10,451 Closed
GPC
1511
Glen Point Capital
United Kingdom
-$1.44M -10,028 Closed
LMIM
1512
Lockheed Martin Investment Management
Maryland
-$1.29M -9,000 Closed
Two Sigma Investments
1513
Two Sigma Investments
New York
-$975K -6,480 Closed
CWS
1514
Cypress Wealth Services
California
-$927K -6,165 Closed
VSWA
1515
Vontobel Swiss Wealth Advisors
Switzerland
-$830K -5,800 Closed
TA
1516
TCG Advisors
Texas
-$811K -5,666 Closed
AG
1517
Algert Global
California
-$789K -5,508 Closed
HPC
1518
Hobart Private Capital
North Carolina
-$745K -5,203 Closed
IP
1519
Isthmus Partners
Wisconsin
-$743K -5,190 Closed
LBD
1520
Landsberg Bennett & Dubbaneh
Florida
-$696K -4,931 Closed
UR
1521
USCA RIA
Texas
-$701K -4,898 Closed
NWP
1522
Northstar Wealth Partners
Connecticut
-$669K -4,678 Closed
BP
1523
BBR Partners
New York
-$655K -4,577 Closed
SSA
1524
Schonfeld Strategic Advisors
New York
-$687K -4,566 Closed
LI
1525
LVZ Inc
Michigan
-$640K -4,470 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.