iShares Russell 2000 ETF
1,439 hedge funds and large institutions have $33.7B invested in iShares Russell 2000 ETF in 2020 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 470 increasing their positions, 693 reducing their positions, and 254 closing their positions.
11.78% more ownership
Funds ownership: 90.32% → 102.1% (+12%)
10% less funds holding
Funds holding: 1,604 → 1,439 (-165)
22% less capital invested
Capital invested by funds: $43.4B → $33.7B (-$9.69B)
29% less funds holding in top 10
Funds holding in top 10: 200 → 142 (-58)
32% less repeat investments, than reductions
Existing positions increased: 470 | Existing positions reduced: 693
54% less first-time investments, than exits
New positions opened: 116 | Existing positions closed: 254
62% less call options, than puts
Call options by funds: $11.5B | Put options by funds: $30.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.62B |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$1.16B |
| 3 |
Barclays
London,
United Kingdom
|
+$963M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$938M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$565M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$918M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$343M |
| 3 |
Rafferty Asset Management
New York
|
-$307M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$275M |
| 5 |
DFO
Duquesne Family Office
New York
|
-$257M |
IWM Hedge Fund Activity: Q1 2020 in Review
1,439 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2020, worth a combined $33.7B — down 22% from $43.4B a quarter earlier.
Sellers outnumbered buyers: 254 funds closed out of IWM and 116 opened new positions — a net loss of 138 holders — while 693 trimmed existing stakes and 470 added.
The largest buyer was Morgan Stanley, adding an estimated $1.62B. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $918M.
- 1,439 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2020, down from 1,604 in Q4 2019.
- Funds reported $33.7B of iShares Russell 2000 ETF stock for Q1 2020, down 22% quarter-over-quarter.
- 116 funds opened new iShares Russell 2000 ETF positions in Q1 2020 and 254 closed out, a net change of -138 holders.
- The largest iShares Russell 2000 ETF buyer in Q1 2020 was Morgan Stanley, an estimated $1.62B added.
- The largest iShares Russell 2000 ETF seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $918M sold.
Based on aggregated 13F filings for Q1 2020.