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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
LCM
301
LCM Capital Management
Illinois
$12.7M +$32.6K +145 +0.3%
ST
302
Smithfield Trust
Pennsylvania
$12.6M -$189K -840 -2%
PFO
303
Pathstone Family Office
New Jersey
$12.6M +$147K +652 +1%
LOAMU
304
Lombard Odier Asset Management (USA)
New York
$12.6M +$12.4M +55,000 New
HWA
305
Hillcrest Wealth Advisors
New Jersey
$12.6M +$391K +1,740 +3%
CANY
306
Caxton Associates (New York)
New York
$12.5M +$12.3M +54,500 New
Prudential Financial
307
Prudential Financial
New Jersey
$12.3M +$1.46M +6,499 +14%
TCPWM
308
Traverso Chambers Private Wealth Management
California
$12.2M +$194K +865 +2%
MIH
309
Meitav Investment House
Israel
$12.2M +$3.9M +17,363 +49%
CG
310
Colony Group
Massachusetts
$12.2M -$671K -2,985 -5%
HW
311
Hancock Whitney
Mississippi
$12.1M -$552K -2,454 -4%
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$12.1M +$834K +3,708 +8%
Allianz Asset Management
313
Allianz Asset Management
Germany
$12.1M +$1.48M +6,575 +14%
WF
314
Welch & Forbes
Massachusetts
$12M +$1.34M +5,943 +13%
VFPI
315
Vantage Financial Partners (Illinois)
Illinois
$11.9M -$961K -4,276 -8%
SEI Investments
316
SEI Investments
Pennsylvania
$11.9M -$271K -1,206 -2%
MCWS
317
McKinley Carter Wealth Services
West Virginia
$11.7M -$76.7K -341 -0.7%
KIM
318
Karpus Investment Management
New York
$11.6M +$327K +1,455 +3%
SI
319
Stephens Inc
Arkansas
$11.5M -$1.12M -4,983 -9%
CCT
320
Country Club Trust
Missouri
$11.5M +$931K +4,139 +9%
BWP
321
BSW Wealth Partners
Colorado
$11.4M -$527K -2,343 -4%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$11.3M
RCP
323
Rothschild Capital Partners
New York
$11.3M -$399K -1,775 -3%
PVH
324
Psagot Value Holdings
Israel
$11.2M -$2.76M -12,254 -20%
SFS
325
Sowell Financial Services
Arkansas
$11.2M -$1.85M -8,222 -14%

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.