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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
WWM
526
Western Wealth Management
Colorado
$5.13M +$1.56M +6,941 +45%
FBA
527
Front Barnett Associates
Illinois
$5.12M +$2.8M +12,438 +126%
Lido Advisors
528
Lido Advisors
California
$5.11M +$493K +2,193 +11%
SSWM
529
Sheets Smith Wealth Management
North Carolina
$5.11M +$1.1M +4,890 +28%
SPP
530
Single Point Partners
Massachusetts
$5.1M -$93.1K -414 -2%
CCC
531
Crescent Capital Consulting
Louisiana
$5.09M -$258K -1,149 -5%
RIA
532
Realta Investment Advisors
Delaware
$5.09M +$91.7K +408 +2%
CAG
533
Csenge Advisory Group
Florida
$5.08M +$2.96M +13,186 +150%
SWM
534
Spire Wealth Management
Virginia
$5.04M +$261K +1,162 +6%
SC
535
Steph & Co
Wisconsin
$4.99M +$5.62K +25 +0.1%
NFC
536
Northeast Financial Consultants
Connecticut
$4.94M +$4.72K +21 +0.1%
RCAG
537
Rehmann Capital Advisory Group
Michigan
$4.93M +$196K +871 +4%
SC
538
Schoolcraft Capital
Colorado
$4.92M -$65.4K -291 -1%
TCM
539
Twele Capital Management
Minnesota
$4.92M -$237K -1,054 -5%
BRM
540
Boston Research & Management
Massachusetts
$4.9M
LCOV
541
London Company of Virginia
Virginia
$4.87M +$2.62M +11,669 +122%
MFW
542
Meristem Family Wealth
Minnesota
$4.87M -$100K -445 -2%
AIFAIM
543
American Institute for Advanced Investment Management
Arizona
$4.86M +$62.1K +276 +1%
SJIM
544
St. Johns Investment Management
Florida
$4.84M +$13.9K +62 +0.3%
CWC
545
Carolinas Wealth Consulting
North Carolina
$4.84M -$604K -2,688 -11%
SWA
546
Stratos Wealth Advisors
Ohio
$4.83M +$1.41M +6,283 +43%
AIC
547
Ayalon Insurance Company
Israel
$4.82M -$791K -3,516 -14%
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$4.82M +$243K +1,080 +5%
HFP
549
Holistic Financial Partners
Indiana
$4.77M -$62.5K -278 -1%
PMA
550
Prudent Man Advisors
Illinois
$4.76M +$527K +2,345 +13%

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.