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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
VFA
201
Valeo Financial Advisors
Indiana
$13.3M -$3.24M -21,510 -19%
BJL
202
Brighton Jones LLC
Washington
$13.1M -$80K -532 -0.6%
SI
203
SimpliFi Inc
California
$13M +$597K +3,966 +5%
NCM
204
Nantahala Capital Management
Connecticut
$12.9M -$22.3M -148,156 -63%
SL
205
Salomon & Ludwin
Virginia
$12.9M -$993K -6,601 -7%
MSL
206
Mackay Shields LLC
New York
$12.9M -$1.9M -12,617 -13%
BS
207
Banco Santander
Spain
$12.8M +$3.23M +21,484 +34%
LWMT
208
Legacy Wealth Management (Tennessee)
Tennessee
$12.7M -$433K -2,875 -3%
GT
209
Glenview Trust
Kentucky
$12.6M +$602 +4 +0%
WB
210
WesBanco Bank
West Virginia
$12.5M +$3.73M +24,784 +42%
BCM
211
BTC Capital Management
Iowa
$12.5M -$41.1K -273 -0.3%
LCS
212
Levin Capital Strategies
New York
$12.4M +$12.5M +83,000 New
IFAM
213
Institutional & Family Asset Management
Colorado
$12.4M +$556K +3,696 +5%
CA
214
Calton & Associates
Florida
$12.4M -$1.17M -7,786 -9%
ECM
215
ExodusPoint Capital Management
New York
$12.3M -$46.6M -309,546 -79%
CAC
216
Core Alternative Capital
Georgia
$12.3M +$485K +3,226 +4%
CS
217
Comerica Securities
Michigan
$12.2M -$454K -3,018 -4%
WP
218
Woodline Partners
California
$12.2M +$12.2M +81,218 New
KCM
219
Kanawha Capital Management
Virginia
$12.1M -$141K -938 -1%
JIC
220
Johnson Investment Counsel
Ohio
$12M -$146K -973 -1%
AF
221
Ally Financial
Michigan
$12M +$12M +80,000 New
WPC
222
Waters Parkerson & Co
Louisiana
$12M -$107K -712 -0.9%
MWP
223
Meridian Wealth Partners
Pennsylvania
$12M +$58.2K +387 +0.5%
BF
224
BOK Financial
Oklahoma
$12M -$202K -1,342 -2%
FHA
225
First Horizon Advisors
Tennessee
$11.9M -$147K -977 -1%

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.