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iShares Russell 2000 ETF

1,822 hedge funds and large institutions have $75.2B invested in iShares Russell 2000 ETF in 2021 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 774 increasing their positions, 632 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 110

22% more repeat investments, than reductions

Existing positions increased: 774 | Existing positions reduced: 632

1.52% more ownership

Funds ownership: 106%107.51% (+1.5%)

3% more capital invested

Capital invested by funds: $72.9B → $75.2B (+$2.23B)

0% more funds holding

Funds holding: 1,8201,822 (+2)

13% less funds holding in top 10

Funds holding in top 10: 245214 (-31)

62% less call options, than puts

Call options by funds: $20.7B | Put options by funds: $54.1B

Holders
1,822
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
31.71%
Holding in Top 10
214
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-12.65%
% of All Funds
3.72%
New
138
Increased
774
Reduced
632
Closed
110
Calls
$20.7B
Puts
$54.1B
Net Calls
-$33.4B
Net Calls Change
+$96.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
776
Osborne Partners Capital Management
California
$2.12M +$565K +2,514 +37%
VBFP
777
Valtinson Bruner Financial Planning
Minnesota
$2.1M -$2.26M -10,035 -51%
JPG
778
Jordan Park Group
California
$2.09M +$1.69M +7,525 +477%
Chevy Chase Trust
779
Chevy Chase Trust
Maryland
$2.05M +$1.5M +6,666 +293%
RMDI
780
R.M. Davis Inc
Maine
$2.05M +$65.4K +291 +3%
KCM
781
Karp Capital Management
California
$2.04M +$593K +2,639 +42%
OIM
782
Orca Investment Management
Oregon
$2.04M +$31K +138 +2%
PA
783
Parallel Advisors
California
$2.04M +$88.1K +392 +5%
WCF
784
West Coast Financial
California
$2.03M -$219K -976 -10%
VAM
785
Verity Asset Management
North Carolina
$2.03M +$199K +885 +11%
AWM
786
Avior Wealth Management
Nebraska
$2.03M -$89.7K -399 -4%
RWM
787
RKL Wealth Management
Pennsylvania
$2.02M -$899 -4 -0%
EAM
788
Evanson Asset Management
California
$2.02M -$32.6K -145 -2%
SHJ
789
Sharkey, Howes & Javer
Colorado
$2.02M +$805K +3,581 +69%
IF
790
Intrua Financial
Texas
$2.01M +$402K +1,789 +25%
HTC
791
Hershey Trust Company
Pennsylvania
$2M -$2.7M -12,000 -58%
DZ Bank
792
DZ Bank
Germany
$1.99M -$52.6M -233,938 -96%
HWMA
793
Heritage Wealth Management (Arizona)
Arizona
$1.98M +$1.4M +6,237 +262%
ESB
794
Essex Savings Bank
Connecticut
$1.95M -$42K -187 -2%
BBNA
795
Bremer Bank National Association
Minnesota
$1.94M +$115K +512 +6%
JF
796
JSF Financial
California
$1.93M -$36K -160 -2%
SC
797
Savant Capital
Illinois
$1.93M +$82.5K +367 +5%
BFO
798
Boston Family Office
Massachusetts
$1.91M
LC
799
Lindbrook Capital
California
$1.91M +$57.6K +256 +3%
FPS
800
Fieldpoint Private Securities
Connecticut
$1.91M +$738K +3,283 +62%

IWM Hedge Fund Activity: Q2 2021 in Review

1,822 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2021, worth a combined $75.2B — up 3.1% from $72.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new IWM positions and 110 closed out — a net gain of 28 holders — while 774 added to existing stakes and 632 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $593M. The largest seller was JP Morgan Chase, cutting an estimated $543M.

  • 1,822 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2021, up from 1,820 in Q1 2021.
  • Funds reported $75.2B of iShares Russell 2000 ETF stock for Q2 2021, up 3.1% quarter-over-quarter.
  • 138 funds opened new iShares Russell 2000 ETF positions in Q2 2021 and 110 closed out, a net change of +28 holders.
  • The largest iShares Russell 2000 ETF buyer in Q2 2021 was Royal Bank of Canada, an estimated $593M added.
  • The largest iShares Russell 2000 ETF seller in Q2 2021 was JP Morgan Chase, an estimated $543M sold.

Based on aggregated 13F filings for Q2 2021.