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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
BPWM
476
Badgley Phelps Wealth Managers
Washington
$6.09M +$6.17M +27,823 New
WC
477
Woodstock Corp
Massachusetts
$6.06M -$54.1K -244 -0.9%
AP
478
Appleton Partners
Massachusetts
$6.05M -$63K -284 -1%
MFW
479
Meristem Family Wealth
Minnesota
$6.05M +$1.43M +6,432 +30%
PGWM
480
Parisi Gray Wealth Management
New Jersey
$6M +$762K +3,439 +15%
NL
481
NEPC LLC
Massachusetts
$5.98M -$19M -85,500 -76%
HIP
482
HUB Investment Partners
Texas
$5.97M +$98.9K +446 +2%
SMG
483
Spectrum Management Group
Indiana
$5.96M -$769K -3,470 -11%
DAS
484
Dynamic Advisor Solutions
Arizona
$5.95M +$305K +1,376 +5%
C
485
Certuity
Florida
$5.89M +$450K +2,028 +8%
ACA
486
Anchor Capital Advisors
Massachusetts
$5.88M
MBT
487
Montecito Bank & Trust
California
$5.87M -$517K -2,332 -8%
MWA
488
MFA Wealth Advisors
Pennsylvania
$5.84M +$173K +780 +3%
EFSCE
489
Enterprise Financial Services Corp (EFSC)
Missouri
$5.76M +$359K +1,619 +7%
DRS
490
Deane Retirement Strategies
Louisiana
$5.75M +$5.83M +26,281 New
OC
491
Oppenheimer & Co
New York
$5.75M +$225K +1,014 +4%
Cohen & Steers
492
Cohen & Steers
New York
$5.72M -$195K -881 -3%
SC
493
Scotia Capital
Ontario, Canada
$5.72M -$2.64M -11,893 -31%
TTWM
494
TCV Trust & Wealth Management
Virginia
$5.72M -$61K -275 -1%
MWM
495
Merriman Wealth Management
Washington
$5.69M -$9.62M -43,416 -63%
SS
496
Simplicity Solutions
Minnesota
$5.68M +$5.37M +24,218 +1,374%
NCG
497
Newport Capital Group
New Jersey
$5.68M +$86.7K +391 +2%
AC
498
Alexandria Capital
Virginia
$5.64M -$145K -652 -2%
AWM
499
Atticus Wealth Management
Florida
$5.64M -$798K -3,598 -12%
ASFA
500
All Season Financial Advisors
Colorado
$5.63M +$5.71M +25,753 New

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.