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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
Blackstone Inc
801
Blackstone Inc
New York
$1.95M +$222M +1,000,000 New
GIA
802
Granite Investment Advisors
New Hampshire
$1.95M -$795K -3,584 -29%
IFG
803
Investors Financial Group
Minnesota
$1.94M +$136K +615 +7%
RWM
804
RKL Wealth Management
Pennsylvania
$1.93M +$1.33K +6 +0.1%
JPG
805
Jordan Park Group
California
$1.93M -$67K -302 -3%
SHJ
806
Sharkey, Howes & Javer
Colorado
$1.92M
WCF
807
West Coast Financial
California
$1.92M -$16.6K -75 -0.8%
ACI
808
Alpha Cubed Investments
California
$1.91M +$110K +494 +6%
AWA
809
Arete Wealth Advisors
Illinois
$1.91M +$1.31M +5,905 +213%
DZ Bank
810
DZ Bank
Germany
$1.9M
PA
811
Parallel Advisors
California
$1.9M -$48.1K -217 -2%
CS
812
Cannell & Spears
New York
$1.89M +$1.01M +4,552 +111%
JF
813
JSF Financial
California
$1.89M +$43.7K +197 +2%
RWA
814
Redhawk Wealth Advisors
Minnesota
$1.87M -$729K -3,288 -28%
VWM
815
Vigilare Wealth Management
Arizona
$1.87M +$106K +480 +6%
CPSAC
816
Chas P. Smith & Associates (CPS)
Florida
$1.86M +$264K +1,190 +16%
MLL
817
Moody Lynn & Lieberson
Massachusetts
$1.85M +$742K +3,347 +66%
BFO
818
Boston Family Office
Massachusetts
$1.82M +$665 +3 +0%
AO
819
Advisor OS
Illinois
$1.82M +$3.77K +17 +0.2%
ZB
820
Zions Bancorporation
Utah
$1.82M +$1.34M +6,050 +269%
CMO
821
Covenant Multifamily Offices
Texas
$1.81M +$163K +735 +10%
LC
822
Lindbrook Capital
California
$1.81M -$12.4K -56 -0.7%
OIM
823
Orca Investment Management
Oregon
$1.79M -$164K -738 -8%
GBT
824
Grove Bank & Trust
Florida
$1.79M +$37.7K +170 +2%
VPIM
825
Vanguard Personalized Indexing Management
California
$1.78M

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.