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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
Canada Pension Plan Investment Board
26
Canada Pension Plan Investment Board
Ontario, Canada
$443M +$172M +775,000 +62%
CS
27
Credit Suisse
Switzerland
$355M -$183M -823,531 -34%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$341M +$20.9M +94,114 +6%
SV
29
Starboard Value
New York
$328M +$204M +920,000 +159%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$288M +$9.53M +42,996 +3%
Ameriprise
31
Ameriprise
Minnesota
$273M -$13.9M -62,677 -5%
CI Investments Inc
32
CI Investments Inc
Ontario, Canada
$244M -$59.2K -267 -0%
AAS
33
Avantax Advisory Services
Texas
$236M +$14.9M +67,114 +7%
Bank of Nova Scotia
34
Bank of Nova Scotia
Ontario, Canada
$233M +$55.4M +250,089 +31%
Osaic Holdings
35
Osaic Holdings
Arizona
$225M +$29.1M +131,177 +15%
SF
36
Synovus Financial
Georgia
$223M -$22.6M -101,812 -9%
Truist Financial
37
Truist Financial
North Carolina
$217M +$1.73M +7,823 +0.8%
TF
38
TIAA FSB
Florida
$210M -$6.91M -31,182 -3%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$206M +$21.7M +97,939 +12%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$203M +$11.6M +52,355 +6%
KeyBank National Association
41
KeyBank National Association
Ohio
$202M -$1.24M -5,575 -0.6%
ANTB
42
AMG National Trust Bank
Colorado
$198M +$2.46M +11,113 +1%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$197M +$474K +2,139 +0.2%
Ensign Peak Advisors
44
Ensign Peak Advisors
Utah
$193M
N
45
Natixis
France
$186M -$6.75M -30,429 -3%
SG Americas Securities
46
SG Americas Securities
New York
$178M +$141M +634,752 +355%
RJA
47
Raymond James & Associates
Florida
$176M -$29.8M -134,310 -14%
CCA
48
Catalyst Capital Advisors
New York
$174M +$930K +4,194 +0.5%
MRC
49
Millburn Ridgefield Corp
New York
$174M +$930K +4,194 +0.5%
Brown Advisory
50
Brown Advisory
Maryland
$173M -$2.43M -10,950 -1%

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.