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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
DI
476
DAGCO Inc
Ohio
$6.31M +$364K +1,619 +6%
VI
477
Vestcor Inc
New Brunswick, Canada
$6.3M
CCM
478
Channing Capital Management
Illinois
$6.29M +$3.13M +13,900 +103%
CBB
479
Citizens Business Bank
California
$6.28M +$790K +3,514 +15%
NA
480
NewEdge Advisors
Louisiana
$6.27M -$77.3K -344 -1%
Cohen & Steers
481
Cohen & Steers
New York
$6.2M -$950K -4,225 -14%
ACA
482
Anchor Capital Advisors
Massachusetts
$6.17M -$34.9K -155 -0.6%
PCA
483
Peddock Capital Advisors
Massachusetts
$6.17M +$147K +653 +2%
Arrowstreet Capital
484
Arrowstreet Capital
Massachusetts
$6.16M -$36.5M -162,529 -86%
HIP
485
HUB Investment Partners
Texas
$6.16M +$255K +1,136 +4%
CFGS
486
Concourse Financial Group Securities
Alabama
$6.16M +$2.18M +9,689 +56%
HCM
487
Howard Capital Management
Georgia
$6.15M +$76.4K +340 +1%
CPIG
488
Chicago Partners Investment Group
Illinois
$6.14M +$372K +1,656 +6%
EC
489
Estate Counselors
Wisconsin
$6.13M +$264K +1,175 +5%
SB
490
Sunflower Bank
Texas
$6.08M -$214K -952 -3%
AC
491
Alexandria Capital
Virginia
$6.07M -$142K -630 -2%
TTWM
492
TCV Trust & Wealth Management
Virginia
$6.06M -$206K -914 -3%
MWA
493
MFA Wealth Advisors
Pennsylvania
$5.95M +$389K +1,731 +7%
CHC
494
City Holding Co
West Virginia
$5.93M -$220K -980 -4%
DAS
495
Dynamic Advisor Solutions
Arizona
$5.92M +$170K +754 +3%
KHLMTHM
496
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.88M
MPPLM
497
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.87M +$2.37M +10,553 +70%
NCG
498
Newport Capital Group
New Jersey
$5.86M +$98K +436 +2%
TSS
499
Two Sigma Securities
New York
$5.83M +$3.98M +17,700 +230%
PF
500
Phoenix Financial
Israel
$5.8M -$9M -40,046 -61%

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.