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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
AFM
651
Abbot Financial Management
Massachusetts
$3.31M +$52.1K +235 +2%
BA
652
Bristlecone Advisors
Washington
$3.3M +$1.62M +7,327 +95%
HCA
653
Harbour Capital Advisors
Virginia
$3.29M +$35.5K +160 +1%
LIA
654
LS Investment Advisors
Michigan
$3.28M -$333K -1,500 -9%
GCM
655
Granby Capital Management
Florida
$3.28M -$2.22M -10,000 -40%
CA
656
Capital Advantage
California
$3.27M -$3.99K -18 -0.1%
GLA
657
Good Life Advisors
Pennsylvania
$3.26M +$180K +814 +6%
PCIA
658
Prime Capital Investment Advisors
Kansas
$3.25M -$485K -2,190 -13%
EVM
659
Evelyn V. Moreno
$3.24M
CF
660
Copperwynd Financial
Arizona
$3.24M +$1.71M +7,736 +109%
OPS
661
Orion Portfolio Solutions
Nebraska
$3.23M +$333K +1,501 +11%
CA
662
Continuum Advisory
Idaho
$3.23M +$266K +1,201 +9%
BWA
663
Beam Wealth Advisors
Louisiana
$3.21M +$5.54K +25 +0.2%
BAM
664
Bruderman Asset Management
New York
$3.21M +$3.25M +14,670 New
RIA
665
Regal Investment Advisors
Michigan
$3.18M +$116K +523 +4%
5L
666
55I LLC
Massachusetts
$3.17M +$1.47M +6,641 +85%
MCM
667
Maryland Capital Management
Maryland
$3.15M -$172K -776 -5%
MPPLM
668
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.15M -$2.48M -11,178 -44%
IMOV
669
Investment Management of Virginia
Virginia
$3.15M -$720K -3,247 -18%
FCM
670
Firestone Capital Management
Florida
$3.15M
FEM
671
Fulcrum Equity Management
Texas
$3.14M +$2.58M +11,620 +426%
LNWWM
672
Laird Norton Wetherby Wealth Management
California
$3.14M +$432K +1,950 +16%
Fiera Capital (Canada)
673
Fiera Capital (Canada)
Quebec, Canada
$3.13M -$9.09K -41 -0.3%
GA
674
Geller Advisors
New York
$3.13M
OBGC
675
O'Brien Greene & Co
Pennsylvania
$3.13M

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.