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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
JFGIW
251
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.5M -$1.37M -6,090 -8%
BCA
252
Bray Capital Advisors
Florida
$16.2M -$225K -1,000 -1%
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$16.2M -$97.4K -433 -0.6%
EH
254
Equitable Holdings
New York
$16.1M +$1.21M +5,368 +8%
BCM
255
BTC Capital Management
Iowa
$16.1M -$2.1M -9,352 -12%
MWM
256
Merriman Wealth Management
Washington
$15.9M -$286K -1,273 -2%
JMF
257
Johnson Midwest Financial
Iowa
$15.9M +$54.2K +241 +0.3%
Natixis Advisors
258
Natixis Advisors
Massachusetts
$15.8M -$292K -1,298 -2%
OMC
259
Old Mission Capital
Illinois
$15.7M +$15.4M +68,497 New
CI
260
Conning Inc
Connecticut
$15.7M -$2.19M -9,728 -12%
PAS
261
Park Avenue Securities
New York
$15.6M +$7.05M +31,370 +85%
BIG
262
Boothe Investment Group
Delaware
$15.6M +$733K +3,261 +5%
LNC
263
Lincoln National Corp
Pennsylvania
$15.2M +$689K +3,066 +5%
ETC
264
Exchange Traded Concepts
Oklahoma
$15.2M +$3.93M +17,472 +36%
ANB
265
Amarillo National Bank
Texas
$15.2M -$894K -3,978 -6%
MA
266
MCF Advisors
Kentucky
$15.2M -$2.53M -11,271 -15%
AF
267
Allworth Financial
California
$15M -$2.4M -10,673 -14%
SIC
268
Sigma Investment Counselors
Michigan
$15M -$357K -1,586 -2%
BCI
269
Brinker Capital Investments
Pennsylvania
$14.9M +$12.1M +53,867 +495%
AWP
270
Ascent Wealth Partners
New York
$14.8M +$347K +1,543 +2%
FCFC
271
First Commonwealth Financial Corp
Pennsylvania
$14.7M +$806K +3,583 +6%
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$14.7M +$4.42M +19,673 +44%
LWMT
273
Legacy Wealth Management (Tennessee)
Tennessee
$14.7M -$285K -1,267 -2%
ATFA
274
All Terrain Financial Advisors
Minnesota
$14.7M +$1.64M +7,295 +13%
PRS
275
Pinkerton Retirement Specialists
Idaho
$14.6M +$718K +3,194 +5%

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.