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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
AC
876
Alley Company
Illinois
$1.55M -$43.8K -195 -3%
DHFB
877
Dixon Hubard Feinour & Brown
Virginia
$1.55M -$2.16M -9,605 -59%
KP
878
Keel Point
Alabama
$1.54M -$2.34M -10,388 -61%
PS
879
Planned Solutions
California
$1.54M +$105K +465 +7%
PAM
880
PVG Asset Management
Colorado
$1.54M -$280K -1,247 -16%
PPP
881
Private Portfolio Partners
New Jersey
$1.53M +$1.35K +6 +0.1%
SRC
882
Sage Rhino Capital
California
$1.53M +$18.2K +81 +1%
CCM
883
Colorado Capital Management
Colorado
$1.53M -$45K -200 -3%
MWM
884
Mission Wealth Management
California
$1.53M +$83.6K +372 +6%
CF
885
Centaurus Financial
California
$1.52M +$159K +707 +12%
CA
886
Cambridge Advisors
Nebraska
$1.51M -$899 -4 -0.1%
AAM
887
Autus Asset Management
Arizona
$1.5M +$33.7K +150 +2%
AC
888
Addison Capital
Pennsylvania
$1.5M +$1.57K +7 +0.1%
G
889
Gainplan
Michigan
$1.49M +$530K +2,356 +56%
1IA
890
1834 Investment Advisors
Wisconsin
$1.49M
WP
891
WealthPLAN Partners
Nebraska
$1.49M +$759K +3,374 +102%
MMG
892
Monetary Management Group
Missouri
$1.49M
CTC
893
Central Trust Company
Missouri
$1.48M
CWM
894
Chicago Wealth Management
Illinois
$1.48M -$7.55M -33,561 -84%
CWA
895
Centennial Wealth Advisory
Michigan
$1.47M -$399K -1,773 -22%
DJSG
896
D.J. St. Germain
Massachusetts
$1.47M -$4.5K -20 -0.3%
EGA
897
E&G Advisors
Texas
$1.47M -$661K -2,942 Closed
CFIA
898
Cantor Fitzgerald Investment Advisors
New York
$1.47M -$594K -2,640 -29%
AIM
899
Alhambra Investment Management
Florida
$1.47M -$1.12M -4,979 -44%
Axa
900
Axa
France
$1.46M +$55.8K +248 +4%

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.