We are live on ! Find out more
IWM icon

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
BC
601
Bartlett & Co
Ohio
$4.04M -$407K -1,835 -9%
BCWM
602
Bartlett & Co Wealth Management
Ohio
$4.04M -$407K -1,835 -9%
VI
603
Vestcor Inc
New Brunswick, Canada
$4.04M -$1.99M -8,988 -33%
MAM
604
Madison Asset Management
Wisconsin
$4.03M +$204K +920 +5%
CWM
605
Chesapeake Wealth Management
Virginia
$3.97M -$194K -874 -5%
BFPW
606
BOK Financial Private Wealth
Colorado
$3.96M -$333K -1,500 -8%
MUAMU
607
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.94M
EP
608
Edgestream Partners
New Jersey
$3.92M -$2.33M -10,489 -37%
MFA
609
Mayflower Financial Advisors
Massachusetts
$3.88M -$48.3K -218 -1%
HI
610
Harbour Investments
Wisconsin
$3.88M -$243K -1,096 -6%
ACM
611
AUA Capital Management
Pennsylvania
$3.87M -$3.1K -14 -0.1%
CA
612
Claro Advisors
Massachusetts
$3.83M +$381K +1,719 +11%
FPTW
613
Franklin, Parlapiano, Turner & Welch
Texas
$3.82M
EWA
614
EP Wealth Advisors
California
$3.81M -$62.7K -283 -2%
IA
615
IFG Advisory
Georgia
$3.81M +$131K +591 +4%
HCM
616
Hollencrest Capital Management
California
$3.75M +$32.8K +148 +0.9%
RC
617
RegentAtlantic Capital
New Jersey
$3.73M -$65.2K -294 -2%
FWM
618
Frontier Wealth Management
Missouri
$3.72M +$101K +455 +3%
TWP
619
TFO Wealth Partners
Ohio
$3.7M
MC
620
Mathes Company
New York
$3.7M -$809K -3,650 -18%
CCA
621
Column Capital Advisors
Indiana
$3.66M -$350K -1,579 -9%
AWA
622
Aaron Wealth Advisors
Illinois
$3.65M
Kayne Anderson Rudnick Investment Management
623
Kayne Anderson Rudnick Investment Management
California
$3.64M +$1.56M +7,053 +73%
BHIA
624
Birch Hill Investment Advisors
Massachusetts
$3.62M -$34.1K -154 -0.9%
APG
625
Abacus Planning Group
South Carolina
$3.61M -$37.2K -168 -1%

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.