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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
Bank of America
1
Bank of America
North Carolina
$4.91B +$211M +1,403,026 +4%
Goldman Sachs
2
Goldman Sachs
New York
$4.83B -$1.27B -8,433,564 -21%
Wells Fargo
3
Wells Fargo
California
$3.48B +$258M +1,714,376 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.32B +$320M +2,128,221 +16%
BlackRock
5
BlackRock
New York
$2.14B +$25.5M +169,775 +1%
Morgan Stanley
6
Morgan Stanley
New York
$2.1B -$971M -6,452,273 -31%
Barclays
7
Barclays
United Kingdom
$1.72B +$1.37B +9,096,194 +384%
UBS Group
8
UBS Group
Switzerland
$1.38B +$345M +2,293,676 +33%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$1.15B +$323M +2,149,892 +39%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$754M -$27M -179,665 -3%
PCA
11
Personal Capital Advisors
California
$707M +$14.7M +97,983 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$671M -$1.45B -9,670,476 -68%
LPL Financial
13
LPL Financial
California
$600M +$14.7M +97,597 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$551M -$9.75M -64,786 -2%
Northern Trust
15
Northern Trust
Illinois
$505M -$6.67M -44,350 -1%
Rafferty Asset Management
16
Rafferty Asset Management
New York
$488M -$189M -1,258,467 -28%
Citigroup
17
Citigroup
New York
$471M -$94.2M -626,458 -17%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$449M +$90.3M +600,413 +25%
M&T Bank
19
M&T Bank
New York
$405M -$18.2M -121,073 -4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$364M +$112M +746,581 +44%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$323M +$128M +851,894 +65%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$304M -$32.7M -217,351 -10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$287M +$26.5M +176,333 +10%
US Bancorp
24
US Bancorp
Minnesota
$278M +$145M +966,040 +108%
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$256M +$65.6M +435,875 +34%

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.