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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
EP
176
Edgestream Partners
New Jersey
$15.3M +$15.4M +102,046 New
DCM
177
Dupont Capital Management
Delaware
$15.3M +$14.9M +99,238 +3,817%
RWB
178
RMR Wealth Builders
New Jersey
$15.2M +$13.6M +90,088 +795%
GLA
179
Great Lakes Advisors
Illinois
$15.1M +$2.69M +17,857 +21%
UCFA
180
United Capital Financial Advisors
Texas
$15M +$1.4M +9,320 +10%
AIP
181
Ameritas Investment Partners
Nebraska
$14.7M -$937K -6,230 -6%
GMA
182
Goldstein Munger & Associates
California
$14.6M +$123K +818 +0.8%
SIMM
183
Stillwater Investment Management (Minnesota)
Minnesota
$14.5M +$598K +3,975 +4%
JFGIW
184
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.5M -$3.08M -20,458 -17%
GJL
185
Gendell Jeffrey L
$14.5M +$14.5M +96,500 New
Arrowstreet Capital
186
Arrowstreet Capital
Massachusetts
$14.3M -$54.9M -364,988 -79%
EHPM
187
Emery Howard Portfolio Management
California
$14.1M -$131K -873 -0.9%
BFG
188
Baron Financial Group
New Jersey
$14.1M +$14.2M +94,218 New
CFN
189
Cordasco Financial Network
Florida
$14M -$260K -1,727 -2%
LPC
190
Lion Point Capital
New York
$13.9M +$14M +93,000 New
LGWM
191
Litman Gregory Wealth Management
California
$13.9M +$222K +1,475 +2%
CI
192
Conning Inc
Connecticut
$13.7M +$2.82M +18,767 +26%
JIR
193
James Investment Research
Ohio
$13.6M -$1.33M -8,810 -9%
VMPIC
194
Varma Mutual Pension Insurance Co
Finland
$13.5M -$90.5M -601,474 -87%
First Trust Advisors
195
First Trust Advisors
Illinois
$13.5M -$2.21M -14,657 -25%
ATFA
196
All Terrain Financial Advisors
Minnesota
$13.5M -$46.8K -311 -0.3%
BPGAM
197
BTG Pactual Global Asset Management
Bermuda
$13.4M +$13.5M +89,777 New
Jane Street
198
Jane Street
New York
$13.4M -$159M -1,057,751 -92%
DADC
199
D.A. Davidson & Co
Montana
$13.4M +$481K +3,196 +4%
OFS
200
Oldfather Financial Services
Nebraska
$13.4M +$25.4K +169 +0.2%

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.