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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
YIA
451
YHB Investment Advisors
Connecticut
$6.72M +$47.9K +216 +0.7%
KWM
452
Kingsview Wealth Management
Oregon
$6.69M +$389K +1,753 +6%
TFCP
453
Twin Focus Capital Partners
Massachusetts
$6.66M -$107K -483 -2%
SC
454
Sepio Capital
Utah
$6.55M +$4.43M +20,000 +201%
MA
455
Montag & Associates
Georgia
$6.47M -$202K -910 -3%
BPC
456
Banque Pictet & Cie
Switzerland
$6.46M -$771K -3,478 -11%
WW
457
Westshore Wealth
California
$6.44M -$799K -3,604 -11%
TSW
458
Thompson Siegel & Walmsley
Virginia
$6.44M -$88.7K -400 -1%
CPIG
459
Chicago Partners Investment Group
Illinois
$6.43M -$224K -1,012 -4%
FNFDCM
460
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.42M -$63.6K -287 -1%
MAM
461
Marquette Asset Management
Minnesota
$6.42M -$1.84M -8,278 -22%
PWM
462
Perigon Wealth Management
California
$6.33M -$1.47M -6,628 -19%
SB
463
Simmons Bank
Arkansas
$6.26M +$787K +3,548 +14%
SPC
464
Sigma Planning Corp
Michigan
$6.26M -$10.3M -46,546 -62%
AIA
465
Alera Investment Advisors
Illinois
$6.24M -$213K -961 -3%
RG
466
Rathbones Group
United Kingdom
$6.23M -$207K -932 -3%
DI
467
DAGCO Inc
Ohio
$6.22M +$203K +916 +3%
CFB
468
Cullen/Frost Bankers
Texas
$6.21M -$330K -1,490 -5%
SCM
469
Stordahl Capital Management
Colorado
$6.18M -$17.7K -80 -0.3%
BFWA
470
Benchmark Financial Wealth Advisors
Florida
$6.14M -$110K -494 -2%
PCA
471
Peddock Capital Advisors
Massachusetts
$6.14M +$32.1K +145 +0.5%
CBB
472
Citizens Business Bank
California
$6.13M +$145K +654 +2%
GKIM
473
GW&K Investment Management
Massachusetts
$6.13M +$2.79M +12,599 +82%
Arrowstreet Capital
474
Arrowstreet Capital
Massachusetts
$6.1M +$222K +1,000 +4%
NEPWA
475
New England Private Wealth Advisors
Massachusetts
$6.09M +$23.1K +104 +0.4%

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.