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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
OC
501
Oppenheimer & Co
New York
$5.79M +$185K +823 +3%
SB
502
Simmons Bank
Arkansas
$5.75M -$241K -1,070 -4%
RPC
503
Rossmore Private Capital
Connecticut
$5.75M -$16.6K -74 -0.3%
MYIA
504
Mount Yale Investment Advisors
Colorado
$5.75M +$222K +986 +4%
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$5.74M +$1.36M +6,041 +32%
AWM
506
Accurate Wealth Management
Florida
$5.74M +$5.62M +25,006 New
GCM
507
Granby Capital Management
Florida
$5.73M
C
508
Certuity
Florida
$5.71M +$715K +3,178 +15%
WC
509
Wealth CMT
New Jersey
$5.7M -$78.9K -351 -1%
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$5.67M -$331K -1,473 -6%
CA
511
Clearstead Advisors
Ohio
$5.64M +$99.6K +443 +2%
KPWG
512
KFA Private Wealth Group
Virginia
$5.61M +$167K +743 +3%
MSAM
513
Moloney Securities Asset Management
Missouri
$5.56M +$140K +623 +3%
HH
514
Hilltop Holdings
Texas
$5.54M -$11.9M -52,916 -69%
WPA
515
Winning Points Advisors
Florida
$5.54M
SWM
516
Southern Wealth Management
Texas
$5.53M +$34.6K +154 +0.6%
NAM
517
NorthCoast Asset Management
Connecticut
$5.44M +$1.56M +6,941 +41%
PGWM
518
Parisi Gray Wealth Management
New Jersey
$5.41M -$17.3K -77 -0.3%
SIA
519
Stegner Investment Associates
Kentucky
$5.4M -$507K -2,253 -9%
CAM
520
Campion Asset Management
Virginia
$5.29M -$1.55M -6,905 -23%
CWM
521
Circle Wealth Management
New Jersey
$5.29M -$10.8K -48 -0.2%
GC
522
Grimes & Company
Massachusetts
$5.28M -$28.3K -126 -0.5%
EW
523
Evoke Wealth
California
$5.21M +$1.02M +4,518 +25%
ATC
524
Argent Trust Co
Tennessee
$5.18M +$380K +1,688 +8%
TEE
525
Tibra Equities Europe
United Kingdom
$5.16M +$5.05M +22,476 New

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.