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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
451
Montag & Associates
Georgia
$6.99M
AIM
452
Aspen Investment Management
Michigan
$6.99M -$30.6K -136 -0.4%
AIA
453
Alera Investment Advisors
Illinois
$6.88M +$2.6M +11,557 +64%
CFB
454
Cullen/Frost Bankers
Texas
$6.85M -$43.4K -193 -0.6%
TSW
455
Thompson Siegel & Walmsley
Virginia
$6.85M -$176K -781 -3%
FNFDCM
456
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.8M -$44.5K -198 -0.7%
KHCM
457
Kettle Hill Capital Management
New York
$6.76M +$6.63M +29,466 New
AWM
458
Atticus Wealth Management
Florida
$6.74M +$597K +2,657 +10%
RG
459
Rathbones Group
United Kingdom
$6.74M +$1.22M +5,409 +23%
MBT
460
Montecito Bank & Trust
California
$6.69M -$146K -650 -2%
KWM
461
Kingsview Wealth Management
Oregon
$6.67M -$235K -1,044 -3%
FF
462
Fluent Financial
Texas
$6.58M +$1.82M +8,116 +39%
CAM
463
Cresset Asset Management
Illinois
$6.57M -$178K -791 -3%
BFWA
464
Benchmark Financial Wealth Advisors
Florida
$6.55M +$12.6K +56 +0.2%
EP
465
Edgestream Partners
New Jersey
$6.51M +$3.01M +13,372 +89%
SCM
466
Stordahl Capital Management
Colorado
$6.5M -$35.1K -156 -0.5%
DWT
467
Dorsey & Whitney Trust
South Dakota
$6.43M -$162K -722 -3%
WC
468
Woodstock Corp
Massachusetts
$6.41M -$83K -369 -1%
PFM
469
Parsec Financial Management
North Carolina
$6.41M -$56.2K -250 -0.9%
AP
470
Appleton Partners
Massachusetts
$6.41M -$203K -902 -3%
BPB
471
Badgley, Phelps & Bell
Washington
$6.4M +$23.8K +106 +0.4%
EW
472
Element Wealth
Mississippi
$6.38M -$96.5K -429 -2%
NEPWA
473
New England Private Wealth Advisors
Massachusetts
$6.36M +$7.42K +33 +0.1%
EE
474
EWG Elevate
California
$6.35M -$684K -3,043 -10%
WA
475
Waverly Advisors
Alabama
$6.34M -$1.01M -4,498 -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.