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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
PAMP
501
Polar Asset Management Partners
Ontario, Canada
$5.61M +$5.1M +23,003 +865%
KHLMTHM
502
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.61M
CA
503
Clearstead Advisors
Ohio
$5.61M +$230K +1,036 +4%
CHC
504
City Holding Co
West Virginia
$5.58M -$68.7K -310 -1%
LSAG
505
Lake Street Advisors Group
New Hampshire
$5.57M +$1.7M +7,685 +43%
CCM
506
Coldstream Capital Management
Washington
$5.55M -$11.8M -53,431 -64%
MYIA
507
Mount Yale Investment Advisors
Colorado
$5.5M +$23.3K +105 +0.4%
RPC
508
Rossmore Private Capital
Connecticut
$5.49M +$9.31K +42 +0.2%
SB
509
Sunflower Bank
Texas
$5.48M -$322K -1,452 -5%
RIA
510
Realta Investment Advisors
Delaware
$5.4M +$553K +2,496 +11%
NAM
511
NorthCoast Asset Management
Connecticut
$5.38M +$185K +834 +4%
SWM
512
Southern Wealth Management
Texas
$5.37M -$49.9K -225 -0.9%
HH
513
Hilltop Holdings
Texas
$5.37M +$83.8K +378 +2%
KPWG
514
KFA Private Wealth Group
Virginia
$5.37M +$12.9K +58 +0.2%
EE
515
EWG Elevate
California
$5.3M -$718K -3,237 -12%
WPA
516
Winning Points Advisors
Florida
$5.28M +$11.3K +51 +0.2%
RCMC
517
RK Capital Management (Colorado)
Colorado
$5.25M -$2.26M -10,200 -30%
ICM
518
Infini Capital Management
Hong Kong
$5.24M +$5.31M +23,950 New
IMF
519
Infini Master Fund
Hong Kong
$5.24M +$5.31M +23,950 New
SWM
520
Spire Wealth Management
Virginia
$5.23M +$336K +1,517 +7%
IAN
521
Integrated Advisors Network
Texas
$5.19M +$1M +4,511 +23%
ECG
522
Edge Capital Group
Georgia
$5.16M +$731K +3,298 +16%
CAG
523
Csenge Advisory Group
Florida
$5.13M +$255K +1,150 +5%
GC
524
Grimes & Company
Massachusetts
$5.07M +$35.9K +162 +0.7%
CWM
525
Circle Wealth Management
New Jersey
$5.05M

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.