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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
AMCA
826
Arthur M. Cohen & Associates
Illinois
$1.78M +$4.21K +19 +0.2%
FHC
827
First Heartland Consultants
Missouri
$1.78M -$2.22M -10,009 -55%
DIA
828
Dana Investment Advisors
Wisconsin
$1.77M +$43.5K +196 +2%
BBNA
829
Bremer Bank National Association
Minnesota
$1.76M -$89.8K -405 -5%
KFS
830
Kaizen Financial Strategies
California
$1.75M +$1.78M +8,008 New
IWA
831
Intercontinental Wealth Advisors
Texas
$1.74M +$121K +547 +7%
AWM
832
Avior Wealth Management
Nebraska
$1.74M -$194K -874 -10%
CFO
833
Collective Family Office
Pennsylvania
$1.74M
VA
834
Valmark Advisers
Ohio
$1.72M -$83.8K -378 -5%
CWM
835
Centric Wealth Management
Illinois
$1.72M +$10.2K +46 +0.6%
WDL
836
Well Done LLC
Michigan
$1.71M +$179K +809 +12%
MWA
837
Meridian Wealth Advisors
Texas
$1.7M +$5.54K +25 +0.3%
TI
838
Trexquant Investment
Connecticut
$1.7M +$724K +3,266 +73%
MAA
839
Matrix Asset Advisors
New York
$1.7M +$68.5K +309 +4%
SF
840
Summit Financial
New Jersey
$1.69M +$67.6K +305 +4%
TWM
841
Tradition Wealth Management
Minnesota
$1.69M -$19.1K -86 -1%
EPM
842
Equitec Proprietary Markets
Illinois
$1.68M +$1.7M +7,688 New
MOS
843
MGO One Seven
Ohio
$1.67M +$1.34M +6,022 +461%
IFG
844
Independent Financial Group
California
$1.67M -$49.7K -224 -3%
LB
845
Legacy Bridge
Iowa
$1.67M +$18.4K +83 +1%
AIM
846
Alhambra Investment Management
Florida
$1.67M +$275K +1,240 +19%
MG
847
Mather Group
Illinois
$1.66M -$49.7K -224 -3%
PPP
848
Private Portfolio Partners
New Jersey
$1.66M +$197K +890 +13%
CCG
849
Chatham Capital Group
Georgia
$1.66M
FA
850
Fagan Associates
New York
$1.65M -$14.4K -65 -0.9%

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.