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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
Jane Street
51
Jane Street
New York
$170M +$129M +580,243 +295%
HF
52
HRT Financial
New York
$169M +$66.5M +299,922 +64%
Franklin Resources
53
Franklin Resources
California
$163M +$15.6M +70,163 +10%
V
54
Veritable
Delaware
$160M -$1.7M -7,676 -1%
BC
55
Broadwood Capital
New York
$151M
Mariner
56
Mariner
Kansas
$150M +$11.9M +53,604 +8%
TAF
57
Tredje AP-fonden
Sweden
$148M +$83.1M +375,000 +125%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143M -$36.4M -164,322 -20%
AllianceBernstein
59
AllianceBernstein
Tennessee
$141M +$2.18M +9,853 +2%
IRF
60
IBM Retirement Fund
New York
$140M
VOYA Investment Management
61
VOYA Investment Management
Georgia
$140M +$5.37M +24,245 +4%
Toronto Dominion Bank
62
Toronto Dominion Bank
Ontario, Canada
$134M -$46.9M -211,692 -26%
Millennium Management
63
Millennium Management
New York
$134M +$82.9M +373,983 +158%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$133M -$8.36M -37,724 -6%
CB
65
Commerce Bank
Missouri
$125M -$3.64M -16,415 -3%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$122M -$21.9M -98,641 -15%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$121M +$1.39M +6,275 +1%
HP
68
Hound Partners
New York
$121M +$59.9M +270,291 +95%
MSU
69
Mizuho Securities USA
New York
$110M +$112M +504,221 New
SHGA
70
Sand Hill Global Advisors
California
$108M +$4.32M +19,488 +4%
Citadel Advisors
71
Citadel Advisors
Florida
$106M +$84M +378,686 +352%
Bank Julius Baer & Co
72
Bank Julius Baer & Co
Switzerland
$103M +$16M +72,159 +18%
HWA
73
Heritage Wealth Advisors
Virginia
$103M +$113K +509 +0.1%
GT
74
Glenmede Trust
Pennsylvania
$101M -$55.6K -251 -0.1%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$101M -$18.5M -83,579 -15%

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.