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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
New York State Common Retirement Fund
526
New York State Common Retirement Fund
New York
$5.04M +$5.11M +23,049 New
OCM
527
One Capital Management
California
$5.02M +$2.42M +10,934 +91%
PF
528
Phoenix Financial
Israel
$4.98M -$564K -2,543 -10%
RhumbLine Advisers
529
RhumbLine Advisers
Massachusetts
$4.98M +$2.44M +11,029 +94%
SIM
530
Stratos Investment Management
Ohio
$4.96M +$4.77M +21,512 +1,863%
AC
531
Allstate Corporation
Illinois
$4.94M -$3.41M -15,373 -41%
SSWM
532
Sheets Smith Wealth Management
North Carolina
$4.93M +$61.4K +277 +1%
AC
533
Addenda Capital
Quebec, Canada
$4.9M +$524K +2,365 +12%
RAM
534
Riggs Asset Management
Pennsylvania
$4.88M -$3.48M -15,685 -41%
CAC
535
Certified Advisory Corp
Florida
$4.88M +$406K +1,832 +9%
ATC
536
Argent Trust Co
Tennessee
$4.82M -$126K -569 -3%
CRC
537
Curi RMB Capital
Illinois
$4.81M -$2.31M -10,418 -32%
BAM
538
Belpointe Asset Management
Nevada
$4.79M -$10.3M -46,531 -68%
AIFAIM
539
American Institute for Advanced Investment Management
Arizona
$4.78M +$148K +666 +3%
JWA
540
JFS Wealth Advisors
Pennsylvania
$4.78M +$3.27M +14,730 +206%
Lido Advisors
541
Lido Advisors
California
$4.76M -$111K -500 -2%
FBA
542
Front Barnett Associates
Illinois
$4.75M -$127K -575 -3%
NFC
543
Northeast Financial Consultants
Connecticut
$4.72M +$8.42K +38 +0.2%
CWM
544
Cranbrook Wealth Management
Michigan
$4.72M +$285K +1,284 +6%
SC
545
Steph & Co
Wisconsin
$4.7M -$58.3K -263 -1%
RCAG
546
Rehmann Capital Advisory Group
Michigan
$4.69M +$9.98K +45 +0.2%
SIA
547
Stegner Investment Associates
Kentucky
$4.69M -$466K -2,100 -9%
SC
548
Schoolcraft Capital
Colorado
$4.68M -$15.1K -68 -0.3%
IWM
549
IHT Wealth Management
Illinois
$4.67M -$3.51M -15,813 -43%
BRM
550
Boston Research & Management
Massachusetts
$4.67M

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.