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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
NL
626
NWAM LLC
Washington
$3.6M +$147K +665 +4%
CAM
627
Cozad Asset Management
Illinois
$3.59M -$167K -755 -4%
FA
628
Fermata Advisors
California
$3.58M -$515K -2,321 -12%
SIC
629
Salem Investment Counselors
North Carolina
$3.57M +$32.1K +145 +0.9%
BWM
630
BT Wealth Management
Georgia
$3.56M -$530K -2,391 -13%
FSWA
631
Financial Synergies Wealth Advisors
Texas
$3.54M -$97.5K -440 -3%
FFG
632
Ford Financial Group
California
$3.51M +$108K +489 +3%
LWM
633
Lyell Wealth Management
California
$3.5M +$295K +1,332 +9%
FC
634
FCA Corp
Texas
$3.48M +$245K +1,104 +7%
EVM
635
Eaton Vance Management
Massachusetts
$3.47M -$67.6K -305 -2%
IMC Chicago
636
IMC Chicago
Illinois
$3.47M +$3.51M +15,846 New
FMWA
637
Forvis Mazars Wealth Advisors
Missouri
$3.46M +$53.6K +242 +2%
NHC
638
Nicholas Hoffman & Company
Georgia
$3.44M +$129K +584 +4%
BRWA
639
B. Riley Wealth Advisors
Florida
$3.42M +$512K +2,308 +17%
WB
640
Webster Bank
Connecticut
$3.41M +$5.32K +24 +0.2%
CIC
641
Carnegie Investment Counsel
Ohio
$3.41M +$130K +586 +4%
LIA
642
LSP Investment Advisors
New York
$3.39M +$3.44M +15,500 New
IBOK
643
Independence Bank of Kentucky
Kentucky
$3.38M +$554K +2,501 +19%
FIM
644
Fernwood Investment Management
Massachusetts
$3.37M +$50.3K +227 +1%
EWM
645
Evermay Wealth Management
Virginia
$3.37M -$128K -577 -4%
VCM
646
Vision Capital Management
Oregon
$3.37M
WPW
647
Waldron Private Wealth
Pennsylvania
$3.36M +$2.19M +9,864 +179%
OPWM
648
Oxinas Partners Wealth Management
Indiana
$3.35M -$1.18M -5,311 -26%
BIAS
649
Beacon Investment Advisory Services
New Jersey
$3.35M -$184K -828 -5%
TAM
650
Tocqueville Asset Management
New York
$3.33M +$73.6K +332 +2%

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.