We are live on ! Find out more
IWM icon

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
CCM
1526
Corsair Capital Management
New York
-$573K -4,000 Closed
CRCM
1527
Corbett Road Capital Management
Virginia
-$537K -3,754 Closed
MTIM
1528
Marathon Trading Investment Management
Pennsylvania
-$530K -3,700 Closed
QI
1529
QV Investors
Alberta, Canada
-$519K -3,622 Closed
WIA
1530
Wealthstreet Investment Advisors
Texas
-$516K -3,603 Closed
MAP
1531
Moody Aldrich Partners
Massachusetts
-$446K -3,116 Closed
IF
1532
Intrua Financial
Texas
-$456K -2,900 Closed
AO
1533
Advisor OS
Illinois
-$401K -2,800 Closed
VWA
1534
V Wealth Advisors
Kansas
-$396K -2,767 Closed
WOSD
1535
WFA of San Diego
California
-$443K -2,641 Closed
SPM
1536
Symmetry Peak Management
Pennsylvania
-$358K -2,500 Closed
FIM
1537
Freedom Investment Management
Connecticut
-$329K -2,300 Closed
MFW
1538
Mosaic Family Wealth
Missouri
-$305K -2,129 Closed
NIA
1539
Northstar Investment Advisors
Colorado
-$297K -2,072 Closed
RWP
1540
RWA Wealth Partners
Massachusetts
-$288K -2,010 Closed
AF
1541
Arrow Financial
New York
-$284K -1,986 Closed
SWP
1542
Strategic Wealth Partners
Ohio
-$283K -1,976 Closed
LA
1543
LexAurum Advisors
Kansas
-$264K -1,842 Closed
GKWIM
1544
Gerber Kawasaki Wealth & Investment Management
California
-$251K -1,760 Closed
PWS
1545
Private Wealth Strategies
Ohio
-$252K -1,758 Closed
RWA
1546
RGT Wealth Advisors
Texas
-$236K -1,645 Closed
APW
1547
Austin Private Wealth
Texas
-$229K -1,601 Closed
LHC
1548
Little House Capital
Massachusetts
-$212K -1,483 Closed
FFA
1549
First Foundation Advisors
California
-$209K -1,457 Closed
CF
1550
Corrigan Financial
Rhode Island
-$207K -1,447 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.