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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
AFM
651
Abbot Financial Management
Massachusetts
$3.41M +$162K +720 +5%
HCA
652
Harbour Capital Advisors
Virginia
$3.41M
EVM
653
Evelyn V. Moreno
$3.4M -$16.9K -75 -0.5%
MWP
654
MYCIO Wealth Partners
Pennsylvania
$3.4M +$355K +1,577 +12%
FC
655
FCA Corp
Texas
$3.39M +$106K +471 +3%
CW
656
CreativeOne Wealth
Kansas
$3.39M +$307K +1,366 +10%
LWM
657
Lyell Wealth Management
California
$3.36M +$546K +2,429 +20%
BWA
658
Beam Wealth Advisors
Louisiana
$3.36M -$684K -3,044 -17%
WCM
659
WealthBridge Capital Management
Ohio
$3.35M -$14.6K -65 -0.4%
Fiera Capital (Canada)
660
Fiera Capital (Canada)
Quebec, Canada
$3.29M -$914K -4,067 -22%
GA
661
Geller Advisors
New York
$3.28M +$3.6K +16 +0.1%
OBGC
662
O'Brien Greene & Co
Pennsylvania
$3.28M -$82.5K -367 -3%
BCV
663
Banque Cantonale Vaudoise
Switzerland
$3.27M +$495K +2,201 +18%
DIP
664
DT Investment Partners
Pennsylvania
$3.27M
BFG
665
Bouchey Financial Group
New York
$3.25M +$31.5K +140 +1%
GLA
666
Good Life Advisors
Pennsylvania
$3.23M -$306K -1,363 -9%
FB
667
Fulton Bank
Pennsylvania
$3.23M +$26.5K +118 +0.8%
OCG
668
Opus Capital Group
Ohio
$3.22M +$35.7K +159 +1%
RIA
669
Regal Investment Advisors
Michigan
$3.21M +$3.15M +14,013 New
LWANC
670
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.2M -$70.4K -313 -2%
VCM
671
Verger Capital Management
North Carolina
$3.18M +$4.72K +21 +0.2%
GW
672
GW & Wade
Massachusetts
$3.17M -$145K -647 -4%
FCM
673
Firestone Capital Management
Florida
$3.15M -$165K -736 -5%
SIM
674
SSI Investment Management
California
$3.13M -$642K -2,857 -17%
AIM
675
Acropolis Investment Management
Missouri
$3.12M -$56.2K -250 -2%

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.