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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
KPW
551
Kore Private Wealth
New York
$4.75M -$13.3K -59 -0.3%
Russell Investments Group
552
Russell Investments Group
United Kingdom
$4.73M +$1.34M +5,963 +41%
OPWM
553
Oxinas Partners Wealth Management
Indiana
$4.73M +$284K +1,262 +7%
MC
554
Mathes Company
New York
$4.71M +$5.62K +25 +0.1%
FDCDDQ
555
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.71M -$150K -668 -3%
CAC
556
Certified Advisory Corp
Florida
$4.69M +$513K +2,282 +13%
FA
557
Financial Advisors
Massachusetts
$4.67M +$92K +409 +2%
BC
558
Bartlett & Co
Ohio
$4.66M -$471K -2,097 -9%
BCWM
559
Bartlett & Co Wealth Management
Ohio
$4.66M -$471K -2,097 -9%
PWP
560
Personal Wealth Partners
Minnesota
$4.66M -$11.9K -53 -0.3%
ECG
561
Edge Capital Group
Georgia
$4.65M -$2.8M -12,434 -38%
CGA
562
Crescent Grove Advisors
Illinois
$4.65M +$1.29M +5,751 +40%
CWM
563
Cranbrook Wealth Management
Michigan
$4.65M -$72.8K -324 -2%
NEAM
564
New England Asset Management
Connecticut
$4.65M
SCM
565
SOL Capital Management
Maryland
$4.63M +$8.77K +39 +0.2%
AC
566
Addenda Capital
Quebec, Canada
$4.6M +$876K +3,895 +24%
CH
567
Canton Hathaway
Rhode Island
$4.6M +$4.5M +20,023 +111,239%
HPC
568
HM Payson & Co
Maine
$4.59M -$917K -4,077 -17%
MAFM
569
Mid Atlantic Financial Management
Pennsylvania
$4.58M +$994K +4,421 +28%
SCM
570
Shapiro Capital Management
Georgia
$4.58M -$50.8M -225,975 -92%
Optiver Holding
571
Optiver Holding
Netherlands
$4.58M
HIMC
572
Heritage Investors Management Corp
Maryland
$4.58M -$75.5K -336 -2%
FMTC
573
Farmers & Merchants Trust Company
California
$4.55M +$161K +716 +4%
AIM
574
Arcadia Investment Management
Michigan
$4.54M +$368K +1,635 +9%
BFS
575
Bradley Foster & Sargent
Connecticut
$4.53M +$162K +720 +4%

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.