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iShares Russell 2000 ETF

1,822 hedge funds and large institutions have $75.2B invested in iShares Russell 2000 ETF in 2021 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 774 increasing their positions, 632 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 110

22% more repeat investments, than reductions

Existing positions increased: 774 | Existing positions reduced: 632

1.52% more ownership

Funds ownership: 106%107.51% (+1.5%)

3% more capital invested

Capital invested by funds: $72.9B → $75.2B (+$2.23B)

0% more funds holding

Funds holding: 1,8201,822 (+2)

13% less funds holding in top 10

Funds holding in top 10: 245214 (-31)

62% less call options, than puts

Call options by funds: $20.7B | Put options by funds: $54.1B

Holders
1,822
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
31.71%
Holding in Top 10
214
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-12.65%
% of All Funds
3.72%
New
138
Increased
774
Reduced
632
Closed
110
Calls
$20.7B
Puts
$54.1B
Net Calls
-$33.4B
Net Calls Change
+$96.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
226
Wilbanks Smith & Thomas Asset Management
Virginia
$18.4M +$435K +1,933 +2%
WPC
227
Waters Parkerson & Co
Louisiana
$18.3M -$183K -813 -1%
Bessemer Group
228
Bessemer Group
New Jersey
$18.3M +$2.51M +11,183 +16%
OFS
229
Oldfather Financial Services
Nebraska
$18.2M +$289K +1,284 +2%
SL
230
Salomon & Ludwin
Virginia
$18.2M +$710K +3,158 +4%
GT
231
Glenview Trust
Kentucky
$18.2M -$188K -837 -1%
MSA
232
Mason Street Advisors
Wisconsin
$18.1M -$495K -2,200 -3%
PWM
233
Paulson Wealth Management
Illinois
$18M +$305K +1,355 +2%
KCM
234
Kanawha Capital Management
Virginia
$17.9M +$6.52K +29 +0%
SC
235
Sierra Capital
Florida
$17.9M -$15.7K -70 -0.1%
PFPT
236
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.7M +$758K +3,370 +5%
PWA
237
Pinnacle Wealth Advisors
Tennessee
$17.7M +$17.4M +77,284 New
WB
238
WesBanco Bank
West Virginia
$17.6M +$3.6M +16,021 +26%
DT
239
Diversified Trust
Tennessee
$17.6M +$3.77M +16,762 +28%
BFG
240
Baron Financial Group
New Jersey
$17.6M -$152K -678 -0.9%
FHA
241
First Horizon Advisors
Tennessee
$17.5M +$208K +927 +1%
JCM
242
Jacobi Capital Management
Pennsylvania
$17.4M +$1.2M +5,321 +8%
SEM
243
Strategic Equity Management
Arizona
$17.4M +$484K +2,152 +3%
RWB
244
RMR Wealth Builders
New Jersey
$17.3M -$4.91M -21,842 -22%
SPC
245
Sigma Planning Corp
Michigan
$17.2M -$2.15M -9,569 -11%
PIC
246
Platt Investment Counsel
Florida
$17.1M +$365K +1,622 +2%
PPA
247
Parametric Portfolio Associates
Washington
$17.1M +$622K +2,765 +4%
CS
248
Comerica Securities
Michigan
$16.8M -$355K -1,580 -2%
CM
249
Churchill Management
California
$16.8M +$45.6K +203 +0.3%
QI
250
QS Investors
New York
$16.6M +$134K +595 +0.8%

IWM Hedge Fund Activity: Q2 2021 in Review

1,822 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2021, worth a combined $75.2B — up 3.1% from $72.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new IWM positions and 110 closed out — a net gain of 28 holders — while 774 added to existing stakes and 632 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $593M. The largest seller was JP Morgan Chase, cutting an estimated $543M.

  • 1,822 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2021, up from 1,820 in Q1 2021.
  • Funds reported $75.2B of iShares Russell 2000 ETF stock for Q2 2021, up 3.1% quarter-over-quarter.
  • 138 funds opened new iShares Russell 2000 ETF positions in Q2 2021 and 110 closed out, a net change of +28 holders.
  • The largest iShares Russell 2000 ETF buyer in Q2 2021 was Royal Bank of Canada, an estimated $593M added.
  • The largest iShares Russell 2000 ETF seller in Q2 2021 was JP Morgan Chase, an estimated $543M sold.

Based on aggregated 13F filings for Q2 2021.