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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
SFG
726
Summit Financial Group
West Virginia
$2.6M +$914K +4,122 +53%
FCH
727
Freestone Capital Holdings
Washington
$2.58M +$14.4K +65 +0.6%
LIM
728
Leavell Investment Management
Alabama
$2.58M +$8.87K +40 +0.3%
HTC
729
Haverford Trust Company
Pennsylvania
$2.57M +$27K +122 +1%
RM
730
Resource Management
Louisiana
$2.55M +$31.9K +144 +1%
HCMT
731
Highland Capital Management (Tennessee)
Tennessee
$2.55M -$81.4K -367 -3%
UWM
732
USAdvisors Wealth Management
Minnesota
$2.54M +$34.6K +156 +1%
CCP
733
Corient Capital Partners
California
$2.53M
IG
734
ING Group
Netherlands
$2.52M -$90K -406 -3%
VCM
735
Vivaldi Capital Management
Illinois
$2.5M
Russell Investments Group
736
Russell Investments Group
United Kingdom
$2.49M -$2.05M -9,263 -45%
SFA
737
Seneca Financial Advisors
New York
$2.48M -$9.31K -42 -0.4%
CA
738
Calton & Associates
Florida
$2.47M -$4.71M -21,237 -65%
CF
739
Centaurus Financial
California
$2.47M +$1.04M +4,681 +71%
ABC
740
Associated Banc-Corp
Wisconsin
$2.46M -$86K -388 -3%
BHB
741
Bank Hapoalim BM
Israel
$2.45M -$181K -817 -7%
PWG
742
Private Wealth Group
Florida
$2.44M +$45.9K +207 +2%
CG
743
Caprock Group
Idaho
$2.44M +$70.5K +318 +3%
Wealth Enhancement Advisory Services
744
Wealth Enhancement Advisory Services
Minnesota
$2.44M -$1.59M -7,169 -40%
T. Rowe Price Associates
745
T. Rowe Price Associates
Maryland
$2.43M -$12.2K -55 -0.5%
OPWM
746
Oakwell Private Wealth Management
Texas
$2.42M -$487K -2,195 -17%
MA
747
MONECO Advisors
Connecticut
$2.42M +$624K +2,817 +34%
TSS
748
Two Sigma Securities
New York
$2.38M -$3.21M -14,497 -57%
HCC
749
Hirtle Callaghan & Co
Pennsylvania
$2.38M +$264K +1,192 +12%
HCIA
750
Hochman Cole Investment Advisors
Illinois
$2.38M -$265K -1,196 -10%

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.