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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
NMIMC
376
Northwestern Mutual Investment Management Company
Wisconsin
$9.04M +$143K +645 +2%
DCM
377
Dimension Capital Management
Florida
$9.03M +$105K +475 +1%
NA
378
NewEdge Advisors
Louisiana
$9.02M +$3.08M +13,876 +51%
FA
379
FDx Advisors
Illinois
$9.01M -$410K -1,848 -4%
FCI
380
Financial Counselors Inc
Kansas
$9.01M -$263K -1,185 -3%
CC
381
Centiva Capital
New York
$9M +$9.12M +41,146 New
CCFM
382
Clear Creek Financial Management
Washington
$8.96M +$236K +1,064 +3%
DWM
383
Dakota Wealth Management
Florida
$8.91M -$597K -2,695 -6%
SWP
384
Stratos Wealth Partners
Ohio
$8.86M -$201K -906 -2%
NPI
385
New Perspectives Inc
Mississippi
$8.86M +$1.41M +6,363 +19%
SCP
386
Silverleafe Capital Partners
Tennessee
$8.84M +$547K +2,468 +7%
JFG
387
JMG Financial Group
Illinois
$8.76M +$51.9K +234 +0.6%
AIC
388
Archer Investment Corporation
Indiana
$8.62M -$1.23M -5,565 -12%
CT
389
Coastline Trust
Rhode Island
$8.58M +$3.77K +17 +0%
CANY
390
Caxton Associates (New York)
New York
$8.55M -$3.41M -15,400 -28%
PAM
391
Palisade Asset Management
Minnesota
$8.55M -$78.5K -354 -0.9%
RC
392
Rinet Company
Massachusetts
$8.54M -$110K -497 -1%
FSC
393
Full Sail Capital
Oklahoma
$8.53M +$93.3K +421 +1%
CANC
394
Culbertson A N & Co
Virginia
$8.44M -$2.22K -10 -0%
ACP
395
Arcus Capital Partners
Georgia
$8.31M +$759K +3,423 +10%
AI
396
AXS Investments
New York
$8.31M +$8.42M +37,993 New
BBPWM
397
Blue Bell Private Wealth Management
Pennsylvania
$8.3M -$230K -1,038 -3%
OAM
398
Oppenheimer Asset Management
New York
$8.28M +$435K +1,960 +5%
AIA
399
Avalon Investment & Advisory
Texas
$8.26M +$967K +4,364 +13%
MA
400
Mutual Advisors
Nebraska
$8.24M -$1.33M -6,012 -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.