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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
Stifel Financial
76
Stifel Financial
Missouri
$94.1M +$941K +4,245 +1%
GAMA
77
Graticule Asia Macro Advisors
New York
$93.4M +$94.7M +427,000 New
HighTower Advisors
78
HighTower Advisors
Illinois
$91.5M -$1.73M -7,786 -2%
CAC
79
Cowen and Company
New York
$90.8M
AWM
80
AE Wealth Management
Kansas
$88M +$8.62M +38,888 +11%
Deutsche Bank
81
Deutsche Bank
Germany
$82.6M -$1.74M -7,863 -2%
PCM
82
Prelude Capital Management
New York
$80.5M +$81.5M +367,796 New
LCM
83
Laurion Capital Management
New York
$79.8M +$80.8M +364,621 New
PCP
84
P2 Capital Partners
New York
$79.7M +$80.8M +364,374 New
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$79.4M -$27.2M -122,495 -25%
WT
86
Whittier Trust
California
$77.8M +$805K +3,632 +1%
HHGA
87
Halbert Hargrove Global Advisors
California
$77.6M -$2.11M -9,502 -3%
WT
88
Washington Trust
Rhode Island
$77M -$625K -2,819 -0.8%
CFG
89
Citizens Financial Group
Rhode Island
$76.9M +$41M +184,789 +111%
Charles Schwab
90
Charles Schwab
California
$76.2M -$540K -2,437 -0.7%
RFC
91
Regions Financial Corp
Alabama
$71M +$1.18M +5,338 +2%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$70.9M +$2.92M +13,152 +4%
ABTD
93
Arvest Bank Trust Division
Oklahoma
$69.7M -$492K -2,220 -0.7%
GC
94
Guggenheim Capital
Illinois
$67.7M +$5.5M +24,797 +9%
MCM
95
MAI Capital Management
Ohio
$66M +$2.21M +9,970 +3%
JG
96
Jefferies Group
New York
$63.7M -$59.5M -268,425 -48%
MGIA
97
Moneta Group Investment Advisors
Missouri
$63.3M +$225K +1,016 +0.4%
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$62.5M +$17.1M +77,113 +37%
PSUF
99
People's United Financial
Connecticut
$62.2M +$595K +2,684 +1%
AC
100
Athanor Capital
New York
$60.6M +$61.4M +277,134 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.