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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
SIM
676
SSI Investment Management
California
$3.12M +$140K +630 +5%
OCG
677
Opus Capital Group
Ohio
$3.12M +$46.1K +208 +1%
LWANC
678
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.12M +$72.7K +328 +2%
DIP
679
DT Investment Partners
Pennsylvania
$3.12M
OIA
680
OneDigital Investment Advisors
Kansas
$3.12M +$710K +3,204 +29%
Two Sigma Investments
681
Two Sigma Investments
New York
$3.1M -$21.2M -95,788 -87%
BFG
682
Bouchey Financial Group
New York
$3.1M +$5.54K +25 +0.2%
DKCM
683
Davidson Kempner Capital Management
New York
$3.08M +$3.12M +14,081 New
CWA
684
Capital Wealth Alliance
Arizona
$3.07M +$93.6K +422 +3%
KPWS
685
Kestra Private Wealth Services
Texas
$3.06M +$829K +3,738 +36%
VCM
686
Verger Capital Management
North Carolina
$3.04M +$9.31K +42 +0.3%
PBF
687
Petix & Botte Financial
California
$3M +$1.22M +5,498 +67%
GWCM
688
Godshalk Welsh Capital Management
Pennsylvania
$3M +$41K +185 +1%
SHWM
689
Smith & Howard Wealth Management
Georgia
$2.99M +$37.7K +170 +1%
LBD
690
Landsberg Bennett & Dubbaneh
Florida
$2.96M +$2.57M +11,605 +679%
DI
691
Disciplined Investments
Oklahoma
$2.95M -$27.5K -124 -0.9%
GW
692
GW & Wade
Massachusetts
$2.94M -$86.9K -392 -3%
EC
693
Engaged Capital
California
$2.93M -$4.63M -20,900 -61%
ACM
694
Atlanta Capital Management
Georgia
$2.93M +$2.48M +11,199 +512%
HWMA
695
Heritage Wealth Management (Arizona)
Arizona
$2.93M +$1.06M +4,767 +55%
CC
696
Cedar Capital
Illinois
$2.91M +$106K +480 +4%
BAM
697
Berkshire Asset Management
Pennsylvania
$2.91M -$37K -167 -1%
PWM
698
Provident Wealth Management
Tennessee
$2.91M +$266K +1,200 +10%
B
699
Bailard
California
$2.88M -$32.1K -145 -1%
CW
700
CreativeOne Wealth
Kansas
$2.87M -$363K -1,637 -11%

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.