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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
MA
351
Mutual Advisors
Nebraska
$10M +$562K +2,501 +6%
Credit Agricole
352
Credit Agricole
France
$10M +$3.64M +16,203 +59%
DWM
353
Dakota Wealth Management
Florida
$9.96M +$96.9K +431 +1%
EAMA
354
EFG Asset Management (Americas)
Florida
$9.89M -$286K -1,271 -3%
XF
355
XML Financial
Maryland
$9.88M +$474K +2,109 +5%
FA
356
FDx Advisors
Illinois
$9.88M -$981K -4,363 -9%
STA
357
Summit Trail Advisors
New York
$9.75M +$214K +953 +2%
FCI
358
Financial Counselors Inc
Kansas
$9.72M -$516K -2,296 -5%
CFA
359
Camarda Financial Advisors
Florida
$9.72M +$5.94M +26,419 +166%
FWM
360
FFT Wealth Management
Pennsylvania
$9.67M +$5.42M +24,119 +134%
MWM
361
Meridian Wealth Management
Kentucky
$9.66M +$638K +2,836 +7%
SBH
362
Segall Bryant & Hamill
Illinois
$9.62M -$1.16M -5,157 -11%
MWM
363
Mattern Wealth Management
Kansas
$9.6M +$906K +4,031 +10%
PCA
364
Pallas Capital Advisors
Massachusetts
$9.59M +$8.29M +36,874 +520%
PFA
365
Pinnacle Family Advisors
Missouri
$9.58M +$1.58M +7,021 +20%
GRP
366
Global Retirement Partners
California
$9.53M +$448K +1,991 +5%
Lazard Asset Management
367
Lazard Asset Management
New York
$9.5M
SWP
368
Stratos Wealth Partners
Ohio
$9.5M +$414K +1,843 +5%
SFG
369
SNS Financial Group
Minnesota
$9.47M -$470K -2,092 -5%
KWM
370
Keebeck Wealth Management
Illinois
$9.46M +$264K +1,176 +3%
CCM
371
Covington Capital Management
California
$9.44M +$126K +559 +1%
PCM
372
Palisade Capital Management
New Jersey
$9.35M -$124K -550 -1%
DCM
373
Dimension Capital Management
Florida
$9.35M -$582K -2,588 -6%
NMIMC
374
Northwestern Mutual Investment Management Company
Wisconsin
$9.34M -$605K -2,690 -6%
PCWA
375
Pacific Capital Wealth Advisors
California
$9.21M -$62.7K -279 -0.7%

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.