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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
EA
951
Elm Advisors
California
$1.26M
MFA
952
McClarren Financial Advisors
Pennsylvania
$1.25M -$37.3K -166 -3%
AF
953
Aldebaran Financial
$1.25M -$96.7K -430 -7%
AWS
954
AJ Wealth Strategies
New York
$1.23M +$450 +2 +0%
FANJ
955
Financial Architects (New Jersey)
New Jersey
$1.23M +$140K +621 +13%
QT
956
Quantbot Technologies
New York
$1.22M +$1.2M +5,340 New
ERWM
957
Elk River Wealth Management
Colorado
$1.22M -$27K -120 -2%
MBTD
958
Mechanics Bank - Trust Department
California
$1.22M -$23.6K -105 -2%
VWA
959
V Wealth Advisors
Kansas
$1.22M +$525K +2,337 +79%
PL
960
Parthenon LLC
Kentucky
$1.21M
CC
961
Chicago Capital
Illinois
$1.21M +$8.77K +39 +0.7%
NFSG
962
Newbridge Financial Services Group
Florida
$1.2M +$63.9K +284 +6%
BS
963
Boenning & Scattergood
Pennsylvania
$1.19M +$27.9K +124 +2%
NNP
964
Nachman Norwood & Parrott
South Carolina
$1.19M -$20.7K -92 -2%
BCA
965
Berman Capital Advisors
Georgia
$1.19M +$225 +1 +0%
TFGT
966
TS Financial Group (TSFG)
Illinois
$1.19M +$10.3K +46 +0.9%
PA
967
Pinnacle Associates
New York
$1.18M +$48.8K +217 +4%
EWM
968
Empirical Wealth Management
Washington
$1.18M +$125K +557 +12%
ST
969
Spinnaker Trust
Maine
$1.18M -$27K -120 -2%
MFT
970
Moisand Fitzgerald Tamayo
Florida
$1.17M -$2.7K -12 -0.2%
MLL
971
Moody Lynn & Lieberson
Massachusetts
$1.17M -$32.2K -143 -3%
Schroder Investment Management Group
972
Schroder Investment Management Group
United Kingdom
$1.17M
AA
973
Alesco Advisors
New York
$1.16M -$28.1K -125 -2%
IP
974
Investment Partners
Ohio
$1.16M +$675 +3 +0.1%
KA
975
Kovack Advisors
Florida
$1.16M +$179K +797 +19%

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.