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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
DTC
701
Davidson Trust Company
Washington
$2.87M
AWM
702
Aprio Wealth Management
Georgia
$2.83M -$108K -489 -4%
EIA
703
Eldridge Investment Advisors
New Hampshire
$2.82M -$12.4K -56 -0.4%
ATWA
704
Arbor Trust Wealth Advisors
Michigan
$2.82M -$64.3K -290 -2%
BOTW
705
Bank of the West
California
$2.8M +$256K +1,156 +10%
BFEC
706
Benjamin F. Edwards & Company
Missouri
$2.8M -$48.5K -219 -2%
SG
707
StoneX Group
New York
$2.78M -$77.8K -351 -3%
NEAM
708
New England Asset Management
Connecticut
$2.77M -$1.68M -7,600 -38%
OR
709
Olympiad Research
Connecticut
$2.77M +$1.22M +5,498 +77%
SSG
710
Summit Securities Group
New York
$2.76M +$2.33M +10,500 +500%
SB
711
Strategic Blueprint
Georgia
$2.75M +$1.19M +5,388 +75%
LWAC
712
Laurel Wealth Advisors (California)
California
$2.74M +$210K +947 +8%
AWE
713
Avidian Wealth Enterprises
Texas
$2.73M -$87.8K -396 -3%
VWM
714
Valley Wealth Managers
New Jersey
$2.72M -$25.5K -115 -0.9%
PWPS
715
Pinnacle Wealth Planning Services
Ohio
$2.69M +$2.73M +12,300 New
PFWA
716
Paces Ferry Wealth Advisors
Georgia
$2.68M -$26.6K -120 -1%
BO
717
BRR OpCo
Ohio
$2.68M -$56.1K -253 -2%
AIM
718
Acropolis Investment Management
Missouri
$2.68M +$5.1K +23 +0.2%
CI
719
CX Institutional
Indiana
$2.66M +$388K +1,750 +17%
XS
720
XR Securities
Illinois
$2.65M +$2.69M +12,120 New
SSB
721
Sandy Spring Bank
Maryland
$2.64M +$271K +1,224 +11%
BGC
722
Birch Grove Capital
New York
$2.63M +$2.66M +12,000 New
MCM
723
Manchester Capital Management
Vermont
$2.62M -$65.4K -295 -2%
HB
724
Homrich & Berg
Georgia
$2.61M +$176K +795 +7%
OMC
725
Old Mission Capital
Illinois
$2.61M -$12.5M -56,581 -83%

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.