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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
HA
926
HYA Advisors
Missouri
$1.35M +$5.85K +26 +0.4%
RRA
927
Round Rock Advisors
Connecticut
$1.35M +$158K +701 +14%
RWMH
928
Riverpoint Wealth Management Holdings
Illinois
$1.34M +$450 +2 +0%
VFG
929
V2 Financial group
Illinois
$1.34M -$22.5K -100 -2%
ONST
930
Old North State Trust
North Carolina
$1.34M
EIG
931
Ellenbecker Investment Group
Wisconsin
$1.33M -$137K -608 -9%
AWM
932
Activest Wealth Management
Florida
$1.33M +$723K +3,216 +125%
AIP
933
Almanack Investment Partners
Pennsylvania
$1.33M -$249K -1,109 -16%
DE
934
Day & Ennis
Georgia
$1.33M -$70.1K -312 -5%
HR
935
Howe & Rusling
New York
$1.33M +$178K +790 +16%
CB
936
Community Bank
New York
$1.32M -$17.8K -79 -1%
BONH
937
Bank of New Hampshire
New Hampshire
$1.31M +$1.29M +5,734 New
PBO
938
Peoples Bank (Ohio)
Ohio
$1.31M -$183K -813 -12%
RIL
939
Rothschild Investment LLC
Illinois
$1.31M -$2.91M -12,953 -69%
TIM
940
Tortoise Investment Management
New York
$1.29M -$24.7K -110 -2%
APP
941
Avantax Planning Partners
Iowa
$1.28M -$15.5K -69 -1%
IA
942
IFG Advisors
Missouri
$1.28M +$4.27K +19 +0.3%
SRC
943
Shufro Rose & Co
New York
$1.28M -$143K -638 -10%
TAM
944
Townsend Asset Management
North Carolina
$1.27M +$50.6K +225 +4%
MFGP
945
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.27M +$675 +3 +0.1%
CWAF
946
Core Wealth Advisors (Florida)
Florida
$1.27M -$179K -794 -13%
IF
947
Ironwood Financial
Arizona
$1.27M -$71.7K -319 -5%
HFA
948
Hoover Financial Advisors
Pennsylvania
$1.26M +$18.2K +81 +1%
IFWM
949
Institute for Wealth Management
Colorado
$1.26M +$197K +875 +19%
WPW
950
Waldron Private Wealth
Pennsylvania
$1.26M +$328K +1,458 +36%

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.