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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
DCM
276
Disciplina Capital Management
Tennessee
$14.2M -$9.61M -43,340 -40%
SI
277
SimpliFi Inc
California
$14.2M +$247K +1,115 +2%
ATFA
278
All Terrain Financial Advisors
Minnesota
$14.1M +$133K +598 +0.9%
IA
279
IFP Advisors
Florida
$14.1M -$18.9M -85,189 -57%
FCFC
280
First Commonwealth Financial Corp
Pennsylvania
$13.9M -$100K -451 -0.7%
AF
281
Allworth Financial
California
$13.9M -$436K -1,965 -3%
SAMH
282
Shanda Asset Management Holdings
British Virgin Islands
$13.9M -$7.03M -31,700 -33%
MAM
283
McLean Asset Management
Virginia
$13.7M +$176K +796 +1%
LWMT
284
Legacy Wealth Management (Tennessee)
Tennessee
$13.7M -$323K -1,457 -2%
CC
285
Courier Capital
New York
$13.6M -$25.1K -113 -0.2%
NEIRG
286
New England Investment & Retirement Group
Massachusetts
$13.6M +$312K +1,406 +2%
Mackenzie Financial
287
Mackenzie Financial
Ontario, Canada
$13.4M -$608K -2,741 -4%
DT
288
Diversified Trust
Tennessee
$13.3M -$3.5M -15,803 -21%
SWPG
289
Strategic Wealth Partners Group
Illinois
$13.3M +$13.5M +60,731 New
MIH
290
Meitav Investment House
Israel
$13.3M +$1.66M +7,476 +14%
PFM
291
Patton Fund Management
Texas
$13.2M +$4.55M +20,517 +52%
FT
292
Fiduciary Trust
Massachusetts
$13.2M -$643K -2,900 -5%
ACM
293
Alight Capital Management
New York
$13.1M +$13.3M +60,000 New
HWA
294
Hillcrest Wealth Advisors
New Jersey
$13.1M +$1.07M +4,820 +9%
ONB
295
Old National Bancorp
Indiana
$13.1M -$13.5K -61 -0.1%
DW
296
Domani Wealth
Pennsylvania
$13M -$296K -1,336 -2%
Wolverine Trading
297
Wolverine Trading
Illinois
$12.9M +$13M +58,551 New
KHCM
298
Kettle Hill Capital Management
New York
$12.9M +$6.49M +29,294 +99%
AIP
299
Ameritas Investment Partners
Nebraska
$12.7M -$285K -1,284 -2%
WF
300
Welch & Forbes
Massachusetts
$12.7M +$1.28M +5,767 +11%

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.