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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
GIA
926
Guyasuta Investment Advisors
Pennsylvania
$1.32M -$37K -167 -3%
WHG
927
Westwood Holdings Group
Texas
$1.32M
ONST
928
Old North State Trust
North Carolina
$1.32M +$42.3K +191 +3%
BONH
929
Bank of New Hampshire
New Hampshire
$1.31M
MA
930
MYDA Advisors
New York
$1.31M +$1.33M +6,000 New
SVWAG
931
Sound View Wealth Advisors Group
Georgia
$1.31M +$265K +1,194 +25%
ACS
932
Archford Capital Strategies
Illinois
$1.3M
TK
933
TIAA Kaspick
Massachusetts
$1.29M
RP
934
Riverbridge Partners
Minnesota
$1.29M +$652K +2,942 +100%
Verition Fund Management
935
Verition Fund Management
Connecticut
$1.29M +$1.05M +4,752 +422%
RWMH
936
Riverpoint Wealth Management Holdings
Illinois
$1.28M +$665 +3 +0.1%
CWM
937
Chicago Wealth Management
Illinois
$1.28M -$136K -614 -10%
DE
938
Day & Ennis
Georgia
$1.27M
SRC
939
Shufro Rose & Co
New York
$1.26M +$43.5K +196 +4%
EIG
940
Ellenbecker Investment Group
Wisconsin
$1.25M -$16K -72 -1%
HA
941
HYA Advisors
Missouri
$1.25M -$45K -203 -3%
TAM
942
Townsend Asset Management
North Carolina
$1.24M +$19.7K +89 +2%
DBT
943
Dubuque Bank & Trust
Iowa
$1.23M -$75.2K -339 -6%
TIM
944
Tortoise Investment Management
New York
$1.23M -$1.55K -7 -0.1%
AF
945
Aldebaran Financial
$1.22M +$44.3K +200 +4%
IA
946
IFG Advisors
Missouri
$1.22M
RIL
947
Rothschild Investment LLC
Illinois
$1.22M -$31K -140 -2%
MW
948
Marcum Wealth
Ohio
$1.22M +$388K +1,751 +46%
SAM
949
Secure Asset Management
Michigan
$1.22M +$639K +2,882 +108%
MFGP
950
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.21M

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.