iShares Russell 2000 ETF
1,750 hedge funds and large institutions have $58.4B invested in iShares Russell 2000 ETF in 2020 Q4 according to their latest regulatory filings, with 368 funds opening new positions, 644 increasing their positions, 535 reducing their positions, and 76 closing their positions.
384% more first-time investments, than exits
New positions opened: 368 | Existing positions closed: 76
47% more funds holding in top 10
Funds holding in top 10: 146 → 214 (+68)
35% more capital invested
Capital invested by funds: $43.1B → $58.4B (+$15.3B)
20% more repeat investments, than reductions
Existing positions increased: 644 | Existing positions reduced: 535
18% more funds holding
Funds holding: 1,480 → 1,750 (+270)
10.87% less ownership
Funds ownership: 110.97% → 100.1% (-11%)
59% less call options, than puts
Call options by funds: $21.7B | Put options by funds: $52.3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$1.66B |
| 2 |
Citigroup
New York
|
+$1.12B |
| 3 |
Wells Fargo
San Francisco,
California
|
+$585M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$536M |
| 5 |
Millennium Management
New York
|
+$438M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$1.41B |
| 2 |
JP Morgan Chase
New York
|
-$1.31B |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.21B |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1B |
| 5 |
Goldman Sachs
New York
|
-$643M |
IWM Hedge Fund Activity: Q4 2020 in Review
1,750 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2020, worth a combined $58.4B — up 35% from $43.1B a quarter earlier.
Buyers outnumbered sellers: 368 funds opened new IWM positions and 76 closed out — a net gain of 292 holders — while 644 added to existing stakes and 535 trimmed.
The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.66B. The largest seller was Barclays, cutting an estimated $1.41B.
- 1,750 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2020, up from 1,480 in Q3 2020.
- Funds reported $58.4B of iShares Russell 2000 ETF stock for Q4 2020, up 35% quarter-over-quarter.
- 368 funds opened new iShares Russell 2000 ETF positions in Q4 2020 and 76 closed out, a net change of +292 holders.
- The largest iShares Russell 2000 ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.66B added.
- The largest iShares Russell 2000 ETF seller in Q4 2020 was Barclays, an estimated $1.41B sold.
Based on aggregated 13F filings for Q4 2020.