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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
CAC
76
Cowen and Company
New York
$95.2M -$328K -1,460 -0.4%
NWM
77
Navigation Wealth Management
Colorado
$92.2M +$89.7M +398,811 +13,556%
Bank Julius Baer & Co
78
Bank Julius Baer & Co
Switzerland
$91.4M +$16.6M +73,731 +23%
Victory Capital Management
79
Victory Capital Management
Texas
$89.5M -$13.9M -61,611 -14%
Deutsche Bank
80
Deutsche Bank
Germany
$88.5M +$670K +2,980 +0.8%
HHGA
81
Halbert Hargrove Global Advisors
California
$83.6M +$217K +963 +0.3%
AWM
82
AE Wealth Management
Kansas
$83.4M +$9.07M +40,345 +12%
WT
83
Washington Trust
Rhode Island
$81.3M -$296K -1,318 -0.4%
WT
84
Whittier Trust
California
$80.7M +$2.04M +9,074 +3%
Charles Schwab
85
Charles Schwab
California
$80.5M -$566K -2,519 -0.7%
Creative Planning
86
Creative Planning
Kansas
$74.7M +$32.1M +142,704 +78%
ABTD
87
Arvest Bank Trust Division
Oklahoma
$73.6M -$21M -93,525 -23%
RFC
88
Regions Financial Corp
Alabama
$73.2M +$3.15M +14,025 +5%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$71.4M -$114M -508,025 -62%
TAF
90
Tredje AP-fonden
Sweden
$68.8M +$22.5M +100,000 +50%
MCM
91
MAI Capital Management
Ohio
$66.9M +$3.74M +16,620 +6%
MGIA
92
Moneta Group Investment Advisors
Missouri
$66.2M +$17.2M +76,507 +36%
GC
93
Guggenheim Capital
Illinois
$65.3M +$3.3M +14,687 +5%
HP
94
Hound Partners
New York
$65.1M +$18.2M +80,988 +40%
PSUF
95
People's United Financial
Connecticut
$64.6M +$2.55M +11,338 +4%
AI
96
Accredited Investors
Minnesota
$62.5M -$820K -3,646 -1%
WA
97
WestEnd Advisors
North Carolina
$62.4M -$65M -289,104 Closed
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$59.4M +$3.56M +15,851 +7%
Squarepoint
99
Squarepoint
New York
$58.7M +$57.5M +255,851 New
MMEA
100
Main Management ETF Advisors
California
$58.7M +$3M +13,340 +6%

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.