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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
MWP
426
Meridian Wealth Partners
Pennsylvania
$7.51M +$201K +892 +3%
AA
427
Argent Advisors
Louisiana
$7.51M +$161K +716 +2%
MHS
428
M Holdings Securities
Oregon
$7.5M +$675K +3,004 +10%
NB
429
NBT Bank
New York
$7.49M -$76.4K -340 -1%
SF
430
Symphony Financial
Texas
$7.49M -$872K -3,879 -11%
NEGWA
431
New England Guild Wealth Advisors
Connecticut
$7.48M +$590K +2,626 +9%
CA
432
Calton & Associates
Florida
$7.47M -$2.48M -11,022 -25%
CRC
433
Curi RMB Capital
Illinois
$7.43M +$2.36M +10,516 +48%
DBIA
434
Dumont & Blake Investment Advisors
New Jersey
$7.41M +$148K +660 +2%
FPCP
435
Fort Point Capital Partners
California
$7.37M +$1.08M +4,790 +18%
SQA
436
Simon Quick Advisors
New Jersey
$7.36M +$595K +2,646 +9%
BWM
437
BNC Wealth Management
Oregon
$7.33M +$2.81M +12,510 +64%
BP
438
Ballentine Partners
Massachusetts
$7.29M
CAM
439
Carret Asset Management
New York
$7.28M +$108K +480 +2%
WAS
440
Wealth Advisory Solutions
Indiana
$7.26M -$5.19M -23,062 -42%
KA
441
Klingman & Associates
New York
$7.25M -$5.17K -23 -0.1%
PFBT
442
Parkside Financial Bank & Trust
Missouri
$7.25M -$152K -676 -2%
DFA
443
DHJJ Financial Advisors
Illinois
$7.23M -$76K -338 -1%
FHC
444
First Horizon Corporation
Tennessee
$7.22M -$147K -654 -2%
TFCP
445
Twin Focus Capital Partners
Massachusetts
$7.09M -$190K -846 -3%
Mirae Asset Global Investments
446
Mirae Asset Global Investments
South Korea
$7.08M -$6.81M -30,280 -50%
WJWM
447
Williams Jones Wealth Management
New York
$7.07M +$231K +1,028 +3%
AC
448
Aristides Capital
Kentucky
$7.05M +$6.91M +30,750 New
SMG
449
Spectrum Management Group
Indiana
$7.05M +$1.1M +4,895 +19%
YIA
450
YHB Investment Advisors
Connecticut
$7M -$121K -537 -2%

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.