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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
AWA
626
Aaron Wealth Advisors
Illinois
$3.83M
FSWA
627
Financial Synergies Wealth Advisors
Texas
$3.82M -$36.9K -164 -1%
BCL
628
Bracebridge Capital LLC
Massachusetts
$3.81M +$3.74M +16,625 New
FWM
629
Frontier Wealth Management
Missouri
$3.8M +$89.7K +399 +2%
LIA
630
LS Investment Advisors
Michigan
$3.79M -$495K -2,200 -12%
SIC
631
Salem Investment Counselors
North Carolina
$3.71M -$132K -587 -3%
PFA
632
Plotkin Financial Advisors
Maryland
$3.71M +$3.29M +14,633 +945%
BIAS
633
Beacon Investment Advisory Services
New Jersey
$3.7M -$132K -586 -4%
EWM
634
Evermay Wealth Management
Virginia
$3.67M -$18.7K -83 -0.5%
RA
635
RiverTree Advisors
Florida
$3.66M +$3.59M +15,976 New
CA
636
Claro Advisors
Massachusetts
$3.62M +$124K +553 +4%
NL
637
NWAM LLC
Washington
$3.62M +$2.24M +9,950 +171%
FMWA
638
Forvis Mazars Wealth Advisors
Missouri
$3.57M -$226K -1,006 -6%
WB
639
Webster Bank
Connecticut
$3.57M +$375K +1,667 +12%
FFG
640
Ford Financial Group
California
$3.57M +$52.6K +234 +2%
CCT
641
Chemung Canal Trust
New York
$3.56M +$434K +1,929 +14%
VCM
642
Vision Capital Management
Oregon
$3.53M +$225 +1 +0%
GKIM
643
GW&K Investment Management
Massachusetts
$3.53M +$2.29M +10,175 +195%
FIM
644
Fernwood Investment Management
Massachusetts
$3.48M +$2.92K +13 +0.1%
MCM
645
Maryland Capital Management
Maryland
$3.48M -$47.2K -210 -1%
NHC
646
Nicholas Hoffman & Company
Georgia
$3.48M +$13.7K +61 +0.4%
LA
647
Latitude Advisors
Florida
$3.47M -$3.95M -17,559 -54%
CIC
648
Carnegie Investment Counsel
Ohio
$3.44M +$31.9K +142 +1%
CA
649
Capital Advantage
California
$3.43M +$4.95K +22 +0.1%
TAM
650
Tocqueville Asset Management
New York
$3.42M +$934K +4,156 +39%

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.