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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
AO
801
Advisor OS
Illinois
$1.91M +$1.8K +8 +0.1%
E
802
Ergoteles
New York
$1.9M +$1.86M +8,287 New
IFG
803
Investors Financial Group
Minnesota
$1.89M +$139K +620 +8%
ACI
804
Alpha Cubed Investments
California
$1.89M +$516K +2,297 +39%
VA
805
Valmark Advisers
Ohio
$1.89M -$89.5K -398 -5%
MA
806
MONECO Advisors
Connecticut
$1.89M +$367K +1,632 +25%
ECM
807
Evergreen Capital Management
Washington
$1.89M -$935K -4,158 -34%
PBF
808
Petix & Botte Financial
California
$1.89M -$283K -1,260 -13%
CPO
809
Cerity Partners OCIO
New York
$1.88M -$454K -2,018 -20%
VPIM
810
Vanguard Personalized Indexing Management
California
$1.87M +$1.83M +8,156 New
AMCA
811
Arthur M. Cohen & Associates
Illinois
$1.86M +$103K +460 +6%
TPA
812
Trivium Point Advisory
Connecticut
$1.85M +$1.82M +8,078 New
VWM
813
Vigilare Wealth Management
Arizona
$1.85M +$1.09M +4,840 +151%
PP
814
Pegasus Partners
Wisconsin
$1.84M +$943K +4,193 +109%
GBT
815
Grove Bank & Trust
Florida
$1.83M
SCA
816
Sassicaia Capital Advisers
New York
$1.83M +$1.8M +7,992 New
NB
817
Nicolet Bankshares
Wisconsin
$1.82M -$71K -316 -4%
EDRH
818
Edmond de Rothschild Holding
Switzerland
$1.82M -$427K -1,900 -19%
CFO
819
Collective Family Office
Pennsylvania
$1.82M +$161K +714 +10%
DIA
820
Dana Investment Advisors
Wisconsin
$1.81M +$90.2K +401 +5%
IFG
821
Independent Financial Group
California
$1.8M +$62.1K +276 +4%
5L
822
55I LLC
Massachusetts
$1.8M +$494K +2,195 +39%
MIA
823
MainStreet Investment Advisors
Illinois
$1.8M -$28.1K -125 -2%
MG
824
Mather Group
Illinois
$1.79M +$18.9K +84 +1%
CWM
825
Centric Wealth Management
Illinois
$1.79M -$30.4K -135 -2%

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.