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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
BAAM
1551
Baker Avenue Asset Management
California
-$207K -1,446 Closed
SSG
1552
Summit Securities Group
New York
-$211K -1,400 Closed
OCPWS
1553
One Charles Private Wealth Services
Massachusetts
-$209K -1,322 Closed
CWP
1554
CFM Wealth Partners
Texas
-$188K -1,319 Closed
WC
1555
Wexford Capital
Florida
-$172K -1,200 Closed
FWM
1556
FSA Wealth Management
Massachusetts
-$166K -1,157 Closed
IC
1557
Ikarian Capital
Texas
-$165K -1,154 Closed
AWAM
1558
Appian Way Asset Management
New York
-$129K -900 Closed
CWM
1559
Campbell Wealth Management
Virginia
-$122K -851 Closed
RDWM
1560
Red Door Wealth Management
Tennessee
-$106K -743 Closed
1W
1561
1776 Wealth
Georgia
-$100K -700 Closed
WR
1562
Watson Rebecca
-$82K -573 Closed
EWP
1563
Engrave Wealth Partners
Texas
-$70K -492 Closed
ACA
1564
Atlas Capital Advisors
Wyoming
-$65.7K -459 Closed
Macquarie Group
1565
Macquarie Group
Australia
-$57K -400 Closed
PWP
1566
Principle Wealth Partners
Connecticut
-$35K -245 Closed
BSAM
1567
Blue Square Asset Management
New York
-$27K -186 Closed
BFIM
1568
Beese Fulmer Investment Management
Ohio
-$24K -165 Closed
JPLA
1569
Joseph P. Lucia & Associates
New York
-$16K -109 Closed
FWM
1570
Filbrandt Wealth Management
Wisconsin
-$15K -102 Closed
DOA
1571
D'Orazio & Associates
Virginia
-$11K -77 Closed
UFF
1572
USA Financial Formulas
Michigan
-$10K -67 Closed
MF
1573
Manchester Financial
California
-$5.57K -37 -97%
HWA
1574
HHM Wealth Advisors
Tennessee
-$4K -30 Closed
WAMC
1575
Western Asset Management Company
California
-$4K -22 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.