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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
SYBT
151
Stock Yards Bank & Trust
Kentucky
$19.4M +$816K +5,421 +4%
MSA
152
Mason Street Advisors
Wisconsin
$19.4M -$14.4M -95,719 -43%
QI
153
QS Investors
New York
$18.9M +$73.6K +489 +0.4%
CAC
154
Cowen and Company
New York
$18.8M +$9.57M +63,626 +103%
FBB
155
Fulton Breakefield Broenniman
Maryland
$18.6M +$264K +1,752 +1%
PAI
156
Pittenger & Anderson Inc
Nebraska
$18.6M +$43.8K +291 +0.2%
CIS
157
Connors Investor Services
Pennsylvania
$17.9M -$391K -2,600 -2%
MA
158
MCF Advisors
Kentucky
$17.8M +$298K +1,984 +2%
CFB
159
Cullen/Frost Bankers
Texas
$17.4M +$7.29M +48,429 +71%
WAM
160
Wealthspire Advisors (Maryland)
Maryland
$17.3M -$1.09M -7,226 -6%
EB
161
Eastern Bank
Massachusetts
$17.3M -$1.66K -11 -0%
B
162
Barings
North Carolina
$17.3M +$17.3M +115,247 New
UB
163
UMB Bank
Missouri
$17.2M
CL
164
Choreo LLC
Illinois
$17.1M +$403K +2,679 +2%
EW
165
Emerson Wealth
Michigan
$17M -$659K -4,379 -3%
FTUS
166
Flow Traders U.S.
New York
$16.9M +$17M +112,736 New
RCA
167
Rex Capital Advisors
Rhode Island
$16.8M -$3.48M -23,124 -17%
PG
168
Proffitt & Goodson
Tennessee
$16.4M -$1.2M -8,002 -7%
KAS
169
Kestra Advisory Services
Texas
$16.1M +$16.2M +107,681 New
WSFS
170
Wilmington Savings Fund Society
Delaware
$16.1M -$1.02M -6,775 -6%
Allianz Asset Management
171
Allianz Asset Management
Germany
$16M -$105M -695,101 -87%
MS
172
Marshall & Sullivan
Washington
$15.8M +$285K +1,894 +2%
Cerity Partners
173
Cerity Partners
New York
$15.7M -$470K -3,125 -3%
VIP
174
Vantage Investment Partners
Missouri
$15.4M
TPCW
175
TD Private Client Wealth
New York
$15.4M -$921K -6,123 -6%

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.