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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
LAM
851
L2 Asset Management
Massachusetts
$1.64M +$1.66M +7,500 New
JGIA
852
Jackson Grant Investment Advisers
Connecticut
$1.64M +$6.43K +29 +0.4%
NPA
853
Nichols & Pratt Advisers
Massachusetts
$1.64M -$33.3K -150 -2%
CASB
854
Cape Ann Savings Bank
Massachusetts
$1.64M +$8.87K +40 +0.5%
CG
855
Corundum Group
Colorado
$1.64M +$106K +478 +7%
LFAS
856
Level Four Advisory Services
Texas
$1.63M -$1.23M -5,527 -43%
MIA
857
MainStreet Investment Advisors
Illinois
$1.63M -$83.4K -376 -5%
NB
858
Nicolet Bankshares
Wisconsin
$1.63M -$114K -516 -6%
Federated Hermes
859
Federated Hermes
Pennsylvania
$1.63M +$1.56M +7,018 +1,687%
DS
860
DRW Securities
Illinois
$1.62M +$1.65M +7,424 New
CWG
861
Cornerstone Wealth Group
North Carolina
$1.62M -$24.4K -110 -1%
PIA
862
Pinion Investment Advisors
Kansas
$1.61M +$66.1K +298 +4%
Axa
863
Axa
France
$1.6M +$207K +934 +15%
EDRH
864
Edmond de Rothschild Holding
Switzerland
$1.59M -$145K -652 -8%
BMWM
865
Brown Miller Wealth Management
Virginia
$1.59M +$247K +1,114 +18%
CC
866
Chicago Capital
Illinois
$1.59M +$442K +1,994 +38%
CCMD
867
Cypress Capital Management (Delaware)
Delaware
$1.58M
LSA
868
L & S Advisors
California
$1.58M +$198K +892 +14%
MMG
869
Monetary Management Group
Missouri
$1.57M +$161K +725 +11%
AFAS
870
Acorn Financial Advisory Services
Virginia
$1.57M -$102K -458 -6%
AWS
871
AJ Wealth Strategies
New York
$1.56M +$395K +1,780 +33%
WIC
872
Whitegate Investment Counselors
New Hampshire
$1.55M -$21.1K -95 -1%
OAM
873
Occidental Asset Management
California
$1.55M -$79.8K -360 -5%
AFA
874
American Financial Advisors
Georgia
$1.54M -$151K -682 -9%
JA
875
JVL Associates
Michigan
$1.54M

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.