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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
TWM
826
Tradition Wealth Management
Minnesota
$1.79M +$15.1K +67 +0.9%
SFG
827
Summit Financial Group
West Virginia
$1.79M +$118K +523 +7%
BA
828
Bristlecone Advisors
Washington
$1.78M +$373K +1,658 +27%
MWA
829
Meridian Wealth Advisors
Texas
$1.78M +$245K +1,091 +16%
AFA
830
American Financial Advisors
Georgia
$1.77M -$107K -475 -6%
AFAS
831
Acorn Financial Advisory Services
Virginia
$1.75M +$1.72M +7,648 New
BFM
832
Boothbay Fund Management
New York
$1.75M +$1.45M +6,451 +543%
FA
833
Fagan Associates
New York
$1.75M -$35.5K -158 -2%
CCG
834
Chatham Capital Group
Georgia
$1.74M -$38.9K -173 -2%
LB
835
Legacy Bridge
Iowa
$1.73M -$5.62K -25 -0.3%
VLC
836
Van Leeuwen & Company
New Jersey
$1.73M +$54.2K +241 +3%
NPA
837
Nichols & Pratt Advisers
Massachusetts
$1.72M -$166K -740 -9%
NFG
838
Next Financial Group
Texas
$1.72M -$277K -1,232 -14%
JGIA
839
Jackson Grant Investment Advisers
Connecticut
$1.71M +$34K +151 +2%
CMO
840
Covenant Multifamily Offices
Texas
$1.71M +$266K +1,182 +19%
MAA
841
Matrix Asset Advisors
New York
$1.71M +$10.8K +48 +0.6%
SF
842
Summit Financial
New Jersey
$1.71M +$485K +2,158 +41%
CASB
843
Cape Ann Savings Bank
Massachusetts
$1.71M +$5.4K +24 +0.3%
OAM
844
Occidental Asset Management
California
$1.71M +$28.3K +126 +2%
IWA
845
Intercontinental Wealth Advisors
Texas
$1.7M +$7.87K +35 +0.5%
MAM
846
Meeder Asset Management
Ohio
$1.7M +$52.8K +235 +3%
RWA
847
Ropes Wealth Advisors
Massachusetts
$1.7M +$24.5K +109 +1%
CPSAC
848
Chas P. Smith & Associates (CPS)
Florida
$1.68M +$109K +484 +7%
BWCS
849
Beirne Wealth Consulting Services
Connecticut
$1.67M -$602K -2,676 -27%
AHC
850
Adell Harriman & Carpenter
Texas
$1.66M +$88.8K +395 +6%

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.