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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
OIA
901
Optimum Investment Advisors
Illinois
$1.45M -$50.3K -227 -3%
CA
902
Cambridge Advisors
Nebraska
$1.44M
HR
903
Howe & Rusling
New York
$1.44M +$171K +770 +13%
DJSG
904
D.J. St. Germain
Massachusetts
$1.44M +$32.6K +147 +2%
MPM
905
Meritage Portfolio Management
Kansas
$1.43M -$77.6K -350 -5%
AC
906
Addison Capital
Pennsylvania
$1.43M -$1.77K -8 -0.1%
CTC
907
Central Trust Company
Missouri
$1.42M +$8.65K +39 +0.6%
DY
908
Dowling & Yahnke
California
$1.42M +$40.8K +184 +3%
PA
909
Pinnacle Associates
New York
$1.42M +$295K +1,329 +26%
1IA
910
1834 Investment Advisors
Wisconsin
$1.42M -$4.66K -21 -0.3%
MWM
911
Mission Wealth Management
California
$1.42M -$43.9K -198 -3%
CFIA
912
Cantor Fitzgerald Investment Advisors
New York
$1.41M +$9.53K +43 +0.7%
AAM
913
Autus Asset Management
Arizona
$1.41M -$26.6K -120 -2%
SCA
914
Stonebridge Capital Advisors
Minnesota
$1.41M -$806K -3,634 -36%
EGA
915
E&G Advisors
Texas
$1.4M +$1.42M +6,397 New
RZH
916
Relyea Zuckerberg Hanson
Connecticut
$1.38M +$222 +1 +0%
KHLMVGHM
917
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.38M
FNB
918
Farmers National Bank
Kentucky
$1.37M +$1.55M +6,983 New
PCM
919
Pointe Capital Management
Michigan
$1.37M +$46.3K +209 +3%
LWA
920
Lenox Wealth Advisors
New York
$1.36M -$25.7K -116 -2%
CCM
921
Colorado Capital Management
Colorado
$1.36M -$104K -469 -7%
TFF
922
The Family Firm
Maryland
$1.36M -$66.3K -299 -5%
OGF
923
Orin Green Financial
California
$1.36M +$52.1K +235 +4%
EFS
924
Essex Financial Services
Connecticut
$1.35M +$309K +1,395 +29%
PO
925
Private Ocean
California
$1.34M +$15.5K +70 +1%

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.