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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
CCA
601
Column Capital Advisors
Indiana
$4.2M -$171K -762 -4%
FHC
602
First Heartland Consultants
Missouri
$4.16M -$331K -1,471 -8%
MUAMU
603
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.13M +$4.05M +18,000 New
TWM
604
Titus Wealth Management
California
$4.08M +$105K +469 +3%
EWA
605
EP Wealth Advisors
California
$4.07M +$85K +378 +2%
ACM
606
AUA Capital Management
Pennsylvania
$4.06M -$4.27K -19 -0.1%
IMOV
607
Investment Management of Virginia
Virginia
$4.04M -$601K -2,675 -13%
MAM
608
Madison Asset Management
Wisconsin
$4.02M +$257K +1,142 +7%
FPTW
609
Franklin, Parlapiano, Turner & Welch
Texas
$4M
MFA
610
Mayflower Financial Advisors
Massachusetts
$3.99M -$32.2K -143 -0.8%
SWRP
611
Summit Wealth & Retirement Planning
California
$3.98M -$131K -581 -3%
RC
612
RegentAtlantic Capital
New Jersey
$3.98M -$11.5K -51 -0.3%
LSAG
613
Lake Street Advisors Group
New Hampshire
$3.97M -$395K -1,756 -9%
CAM
614
Cozad Asset Management
Illinois
$3.94M +$219K +976 +6%
PCIA
615
Prime Capital Investment Advisors
Kansas
$3.91M +$293K +1,301 +8%
HCM
616
Hollencrest Capital Management
California
$3.9M -$78.2K -348 -2%
CGIM
617
Cannon Global Investment Management
Florida
$3.9M +$3.82M +17,000 New
Wealth Enhancement Advisory Services
618
Wealth Enhancement Advisory Services
Minnesota
$3.89M +$1.12M +4,992 +39%
AA
619
AlphaMark Advisors
Kentucky
$3.89M +$1.89M +8,420 +99%
TWP
620
TFO Wealth Partners
Ohio
$3.88M
EVM
621
Eaton Vance Management
Massachusetts
$3.87M +$125K +558 +3%
BWM
622
BigSur Wealth Management
Florida
$3.86M +$495K +2,200 +15%
IA
623
IFG Advisory
Georgia
$3.86M -$74K -329 -2%
BHIA
624
Birch Hill Investment Advisors
Massachusetts
$3.83M -$14.8K -66 -0.4%
APG
625
Abacus Planning Group
South Carolina
$3.83M -$289K -1,287 -7%

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.