iShares Russell 2000 ETF
1,820 hedge funds and large institutions have $72.9B invested in iShares Russell 2000 ETF in 2021 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 692 increasing their positions, 668 reducing their positions, and 114 closing their positions.
77% more first-time investments, than exits
New positions opened: 202 | Existing positions closed: 114
25% more capital invested
Capital invested by funds: $58.4B → $72.9B (+$14.5B)
14% more funds holding in top 10
Funds holding in top 10: 214 → 245 (+31)
5.45% more ownership
Funds ownership: 100.55% → 106% (+5.5%)
4% more funds holding
Funds holding: 1,750 → 1,820 (+70)
4% more repeat investments, than reductions
Existing positions increased: 692 | Existing positions reduced: 668
57% less call options, than puts
Call options by funds: $25B | Put options by funds: $58.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$1.73B |
| 2 |
Morgan Stanley
New York
|
+$1.61B |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.57B |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.24B |
| 5 |
Goldman Sachs
New York
|
+$710M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$713M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$659M |
| 3 |
Millennium Management
New York
|
-$573M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$553M |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
-$406M |
IWM Hedge Fund Activity: Q1 2021 in Review
1,820 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2021, worth a combined $72.9B — up 25% from $58.4B a quarter earlier.
Buyers outnumbered sellers: 202 funds opened new IWM positions and 114 closed out — a net gain of 88 holders — while 692 added to existing stakes and 668 trimmed.
The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.73B. The largest seller was Citigroup, cutting an estimated $713M.
- 1,820 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2021, up from 1,750 in Q4 2020.
- Funds reported $72.9B of iShares Russell 2000 ETF stock for Q1 2021, up 25% quarter-over-quarter.
- 202 funds opened new iShares Russell 2000 ETF positions in Q1 2021 and 114 closed out, a net change of +88 holders.
- The largest iShares Russell 2000 ETF buyer in Q1 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.73B added.
- The largest iShares Russell 2000 ETF seller in Q1 2021 was Citigroup, an estimated $713M sold.
Based on aggregated 13F filings for Q1 2021.