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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
MWP
351
Moller Wealth Partners
$9.95M
SBH
352
Segall Bryant & Hamill
Illinois
$9.92M +$751K +3,387 +8%
First Trust Advisors
353
First Trust Advisors
Illinois
$9.85M +$1.83M +8,250 +22%
AF
354
Ally Financial
Michigan
$9.84M +$9.98M +45,000 New
CCA
355
Cobblestone Capital Advisors
New York
$9.84M -$301K -1,359 -3%
CCC
356
Crescent Capital Consulting
Louisiana
$9.82M +$5.03M +22,703 +102%
XF
357
XML Financial
Maryland
$9.73M +$309K +1,396 +3%
FNT
358
First National Trust
Pennsylvania
$9.7M -$53.6K -242 -0.5%
DCM
359
Dupont Capital Management
Delaware
$9.68M -$29.9M -134,776 -75%
IFO
360
Independent Family Office
New York
$9.67M +$17.3K +78 +0.2%
SBLIC
361
Security Benefit Life Insurance Company
Kansas
$9.65M
RSWM
362
Robertson Stephens Wealth Management
California
$9.63M +$1.43M +6,466 +17%
RIG
363
Ramiah Investment Group
Wisconsin
$9.59M -$3.43M -15,492 -26%
RSVP
364
Ramsay Stattman Vela & Price
Colorado
$9.53M -$63.2K -285 -0.7%
STA
365
Summit Trail Advisors
New York
$9.48M +$183K +825 +2%
GWM
366
Geneos Wealth Management
Colorado
$9.46M -$762K -3,439 -7%
CBT
367
Central Bank & Trust
Kentucky
$9.39M -$191K -860 -2%
HW
368
Hancock Whitney
Mississippi
$9.34M -$2.24M -10,105 -19%
BFM
369
Boothbay Fund Management
New York
$9.32M +$7.75M +34,960 +458%
FAIM
370
Financial Advocates Investment Management
Washington
$9.27M +$1.48M +6,671 +19%
FWM
371
FFT Wealth Management
Pennsylvania
$9.24M +$16.2K +73 +0.2%
GRP
372
Global Retirement Partners
California
$9.22M +$132K +594 +1%
CCM
373
Covington Capital Management
California
$9.13M +$137K +616 +1%
APA
374
American Portfolios Advisors
New York
$9.11M -$4M -18,026 -30%
SW
375
SteelPeak Wealth
California
$9.05M +$1.14M +5,148 +14%

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.