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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
CGA
551
Crescent Grove Advisors
Illinois
$4.63M +$199K +897 +4%
CCT
552
Chemung Canal Trust
New York
$4.62M +$1.24M +5,597 +36%
NAM
553
NTV Asset Management
West Virginia
$4.62M +$505K +2,279 +12%
ST
554
Sageworth Trust
Pennsylvania
$4.62M +$2.2M +9,921 +89%
CWC
555
Carolinas Wealth Consulting
North Carolina
$4.57M -$48.5K -219 -1%
BWM
556
BigSur Wealth Management
Florida
$4.56M +$887K +4,000 +24%
AIC
557
Ameritas Investment Company
Nebraska
$4.55M +$1.39M +6,282 +43%
CAM
558
Campion Asset Management
Virginia
$4.55M -$508K -2,293 -10%
HFP
559
Holistic Financial Partners
Indiana
$4.53M -$19.1K -86 -0.4%
CGH
560
CMG Global Holdings
Texas
$4.51M +$257K +1,158 +6%
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$4.51M -$78.9K -356 -2%
PMA
562
Prudent Man Advisors
Illinois
$4.49M -$46.8K -211 -1%
GF
563
Gries Financial
Ohio
$4.49M +$4.32M +19,494 +1,936%
FDCDDQ
564
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.48M -$7.98K -36 -0.2%
GIA
565
Gladstone Institutional Advisory
Florida
$4.46M +$317K +1,430 +8%
FA
566
Financial Advisors
Massachusetts
$4.45M -$7.54K -34 -0.2%
American Century Companies
567
American Century Companies
Missouri
$4.44M +$200K +900 +5%
AIM
568
Arcadia Investment Management
Michigan
$4.43M +$109K +490 +2%
SCM
569
SOL Capital Management
Maryland
$4.43M +$16K +72 +0.4%
SJIM
570
St. Johns Investment Management
Florida
$4.43M -$188K -849 -4%
SPFA
571
Summit Place Financial Advisors
New Jersey
$4.41M +$146K +660 +3%
MSAM
572
Moloney Securities Asset Management
Missouri
$4.4M -$917K -4,135 -17%
WS
573
Wedbush Securities
California
$4.4M +$118K +532 +3%
CH
574
Canton Hathaway
Rhode Island
$4.38M -$3.1K -14 -0.1%
RBC
575
Rye Brook Capital
Connecticut
$4.38M +$4.43M +20,000 New

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.