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iShares Russell 2000 ETF

1,813 hedge funds and large institutions have $72.9B invested in iShares Russell 2000 ETF in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 708 increasing their positions, 640 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 112

11% more repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 640

0.65% more ownership

Funds ownership: 107.51%108.17% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 214214 (0)

0% less funds holding

Funds holding: 1,8221,813 (-9)

3% less capital invested

Capital invested by funds: $75.2B → $72.9B (-$2.22B)

56% less call options, than puts

Call options by funds: $29B | Put options by funds: $66B

Holders
1,813
Holders Change
-9
Holders Change %
-0.49%
% of All Funds
31.74%
Holding in Top 10
214
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.75%
New
130
Increased
708
Reduced
640
Closed
112
Calls
$29B
Puts
$66B
Net Calls
-$37B
Net Calls Change
-$3.62B
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Paulson Wealth Management
Illinois
$18.2M +$1.09M +4,926 +6%
SC
227
Sierra Capital
Florida
$18.2M +$402K +1,814 +2%
CA
228
Crewe Advisors
Utah
$18.2M +$382K +1,721 +2%
SL
229
SWMG LLC
Texas
$18.1M +$18.4M +82,894 New
SL
230
Salomon & Ludwin
Virginia
$17.8M +$477K +2,151 +3%
EAMA
231
EFG Asset Management (Americas)
Florida
$17.7M +$8.3M +37,431 +87%
WPC
232
Waters Parkerson & Co
Louisiana
$17.5M +$22.2K +100 +0.1%
GCM
233
Gladius Capital Management
Illinois
$17.3M -$28.3M -127,496 -62%
PFPT
234
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.3M +$378K +1,706 +2%
EH
235
Equitable Holdings
New York
$17.2M +$1.85M +8,333 +12%
GT
236
Glenview Trust
Kentucky
$17.2M -$147K -664 -0.8%
KCM
237
Kanawha Capital Management
Virginia
$17.2M +$113K +511 +0.7%
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$17.1M +$1.69M +7,604 +11%
SEM
239
Strategic Equity Management
Arizona
$17M +$430K +1,939 +3%
SIM
240
Strategic Investment Management
Virginia
$17M -$1.88M -8,470 -10%
BFG
241
Baron Financial Group
New Jersey
$17M +$162K +730 +1%
Bessemer Group
242
Bessemer Group
New Jersey
$16.9M -$543K -2,451 -3%
WB
243
WesBanco Bank
West Virginia
$16.7M -$122K -552 -0.7%
CS
244
Comerica Securities
Michigan
$16.5M +$511K +2,304 +3%
PIC
245
Platt Investment Counsel
Florida
$16.4M +$91.1K +411 +0.6%
WSTAM
246
Wilbanks Smith & Thomas Asset Management
Virginia
$16.4M -$1.17M -5,298 -7%
OCAM
247
Onex Canada Asset Management
Ontario, Canada
$16.3M +$16.3M +73,346 +6,280%
CM
248
Churchill Management
California
$16M -$17.3K -78 -0.1%
MSA
249
Mason Street Advisors
Wisconsin
$15.7M -$1.55M -7,000 -9%
BBVA
250
Banco Bilbao Vizcaya Argentaria
Spain
$15.7M -$4.76M -21,491 -23%

IWM Hedge Fund Activity: Q3 2021 in Review

1,813 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2021, worth a combined $72.9B — down 3% from $75.2B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IWM positions and 112 closed out — a net gain of 18 holders — while 708 added to existing stakes and 640 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.06B. The largest seller was Wells Fargo, cutting an estimated $1.03B.

  • 1,813 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2021, down from 1,822 in Q2 2021.
  • Funds reported $72.9B of iShares Russell 2000 ETF stock for Q3 2021, down 3% quarter-over-quarter.
  • 130 funds opened new iShares Russell 2000 ETF positions in Q3 2021 and 112 closed out, a net change of +18 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2021 was Goldman Sachs, an estimated $1.06B added.
  • The largest iShares Russell 2000 ETF seller in Q3 2021 was Wells Fargo, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2021.