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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
EL
876
EQ LLC
Washington
$1.53M -$13.7K -62 -0.9%
WAM
877
Wakefield Asset Management
Colorado
$1.53M +$9.75K +44 +0.6%
CWA
878
Centennial Wealth Advisory
Michigan
$1.53M +$129K +583 +9%
TI
879
Telemetry Investments
New York
$1.53M +$1.55M +7,000 New
BAMG
880
Brand Asset Management Group
Missouri
$1.53M -$19.7K -89 -1%
TH
881
TCTC Holdings
Texas
$1.53M +$211K +950 +16%
AIM
882
Allen Investment Management
New York
$1.53M
MWM
883
Mattern Wealth Management
Kansas
$1.53M -$8.36M -37,701 -84%
NFG
884
Next Financial Group
Texas
$1.52M -$118K -532 -7%
RWA
885
Ropes Wealth Advisors
Massachusetts
$1.51M -$110K -497 -7%
PIMG
886
Patriot Investment Management Group
Tennessee
$1.5M
DC
887
Davenport & Co
Virginia
$1.5M +$158K +712 +12%
CCA
888
Childress Capital Advisors
Texas
$1.5M
BAM
889
Barrett Asset Management
New York
$1.49M
MAM
890
Meeder Asset Management
Ohio
$1.49M -$136K -614 -8%
GC
891
Garde Capital
Washington
$1.48M -$4.88K -22 -0.3%
AHC
892
Adell Harriman & Carpenter
Texas
$1.47M -$113K -509 -7%
HSA
893
HBK Sorce Advisory
Pennsylvania
$1.47M -$85.6K -386 -5%
CIA
894
Choate Investment Advisors
Massachusetts
$1.47M -$644K -2,905 -30%
LK
895
Lumbard & Kellner
New Hampshire
$1.47M +$1.49M +6,710 New
RRA
896
Round Rock Advisors
Connecticut
$1.47M +$183K +826 +14%
AC
897
Alley Company
Illinois
$1.46M -$18.4K -83 -1%
SRC
898
Sage Rhino Capital
California
$1.46M
LWCFA
899
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.46M -$28.8K -130 -2%
Credit Agricole
900
Credit Agricole
France
$1.45M -$8.21M -37,022 -85%

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.