We are live on ! Find out more
IWM icon

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
M&T Bank
26
M&T Bank
New York
$542M -$62.3M -277,126 -11%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$501M -$62.5M -277,826 -11%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$336M +$30.7M +136,384 +10%
Ameriprise
29
Ameriprise
Minnesota
$301M -$39.1M -173,830 -12%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$292M +$106M +470,329 +59%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$287M -$45M -200,000 -14%
SF
32
Synovus Financial
Georgia
$258M +$6.14M +27,323 +2%
CI Investments Inc
33
CI Investments Inc
Ontario, Canada
$256M +$12.2M +54,177 +5%
AAS
34
Avantax Advisory Services
Texas
$231M +$31.2M +138,654 +16%
TF
35
TIAA FSB
Florida
$227M -$4.06M -18,056 -2%
Truist Financial
36
Truist Financial
North Carolina
$226M -$55.5M -246,875 -20%
RJA
37
Raymond James & Associates
Florida
$216M -$50.8M -226,157 -19%
KeyBank National Association
38
KeyBank National Association
Ohio
$213M -$2.91M -12,954 -1%
Osaic Holdings
39
Osaic Holdings
Arizona
$206M +$15.7M +69,859 +8%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$206M +$2.22M +9,879 +1%
ANTB
41
AMG National Trust Bank
Colorado
$205M +$9.09M +40,439 +5%
N
42
Natixis
France
$202M -$26.6M -118,500 -12%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$202M
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$201M +$4.84M +21,535 +3%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$194M +$20.5M +91,378 +12%
Toronto Dominion Bank
46
Toronto Dominion Bank
Ontario, Canada
$189M +$57.2M +254,569 +45%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$188M +$32.7M +145,358 +22%
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
$187M +$135M +599,930 +277%
Brown Advisory
49
Brown Advisory
Maryland
$184M -$762K -3,391 -0.4%
CCA
50
Catalyst Capital Advisors
New York
$181M +$13M +57,705 +8%

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.