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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
CWAF
951
Core Wealth Advisors (Florida)
Florida
$1.21M +$2.22K +10 +0.2%
NCM
952
Neumann Capital Management
California
$1.21M -$77.6K -350 -6%
APP
953
Avantax Planning Partners
Iowa
$1.21M -$12.4K -56 -1%
CB
954
Community Bank
New York
$1.2M -$58.3K -263 -5%
FFN
955
Focus Financial Network
Minnesota
$1.2M -$91.6K -413 -7%
G
956
Gainplan
Michigan
$1.2M -$226K -1,021 -16%
EA
957
Elm Advisors
California
$1.2M -$2.22K -10 -0.2%
IF
958
Ironwood Financial
Arizona
$1.2M -$12.4K -56 -1%
MFA
959
McClarren Financial Advisors
Pennsylvania
$1.2M +$5.99K +27 +0.5%
BWCS
960
Beirne Wealth Consulting Services
Connecticut
$1.19M -$411K -1,854 -25%
FFS
961
Founders Financial Securities
Maryland
$1.18M -$204K -918 -15%
AIP
962
Almanack Investment Partners
Pennsylvania
$1.17M -$94.9K -428 -7%
APW
963
Aurora Private Wealth
New Jersey
$1.17M -$185K -834 -13%
Fuller & Thaler Asset Management
964
Fuller & Thaler Asset Management
California
$1.17M +$876K +3,952 +284%
ERWM
965
Elk River Wealth Management
Colorado
$1.17M
KA
966
Kovack Advisors
Florida
$1.16M +$53.6K +242 +5%
BCM
967
Bluefin Capital Management
New York
$1.16M +$1.17M +5,300 New
CIAS
968
Capital Investment Advisory Services
North Carolina
$1.16M +$322K +1,454 +38%
PL
969
Parthenon LLC
Kentucky
$1.16M
P
970
Pitcairn
Pennsylvania
$1.15M -$374K -1,685 -24%
PBO
971
Peoples Bank (Ohio)
Ohio
$1.15M -$102K -460 -8%
MCM
972
MV Capital Management
Maryland
$1.14M +$78.9K +356 +7%
SS
973
Sunbelt Securities
Texas
$1.14M
BCA
974
Berman Capital Advisors
Georgia
$1.14M +$222 +1 +0%
CGPCS
975
Capital Group Private Client Services
California
$1.13M +$1.15M +5,170 New

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.