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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
AAM
976
Aureus Asset Management
Massachusetts
$1.16M +$8.09K +36 +0.7%
DWP
977
Destiny Wealth Partners
Florida
$1.15M +$137K +609 +14%
PMG
978
ProVise Management Group
Florida
$1.15M +$176K +784 +19%
SCA
979
Sage Capital Advisors
South Dakota
$1.15M -$1.66M -7,366 -59%
BDFN
980
Bond & Devick Financial Network
Minnesota
$1.15M +$8.99K +40 +0.8%
SS
981
Sunbelt Securities
Texas
$1.14M -$988K -4,395 -45%
RG
982
Retirement Group
California
$1.13M -$66.6K -296 -6%
BFA
983
Brown Financial Advisory
Alabama
$1.13M -$10.8K -48 -1%
MAS
984
Managed Account Services
Florida
$1.12M +$225 +1 +0%
HWM
985
Howard Wealth Management
Connecticut
$1.12M -$2.47K -11 -0.2%
MCM
986
MV Capital Management
Maryland
$1.12M +$161K +716 +17%
COCM
987
Charter Oak Capital Management
New Hampshire
$1.11M -$53.1K -236 -5%
Financial Engines Advisors
988
Financial Engines Advisors
California
$1.11M +$48.1K +214 +5%
FFA
989
Fragasso Financial Advisors
Pennsylvania
$1.11M -$7.42K -33 -0.7%
SSA
990
Schonfeld Strategic Advisors
New York
$1.1M +$1.08M +4,814 New
SVWAG
991
Sound View Wealth Advisors Group
Georgia
$1.1M +$102K +455 +10%
CAG
992
Crestwood Advisors Group
Massachusetts
$1.1M -$39.3K -175 -4%
IB
993
Intrust Bank
Kansas
$1.1M
PMFA
994
Plante Moran Financial Advisors
Michigan
$1.09M +$36.2K +161 +4%
WCM
995
Windsor Capital Management
Arizona
$1.09M -$2.25K -10 -0.2%
CRWM
996
Castle Rock Wealth Management
California
$1.08M -$348K -1,549 -24%
CMA
997
Cedar Mountain Advisors
Oregon
$1.08M +$16.6K +74 +2%
MFG
998
Magnus Financial Group
New York
$1.08M +$159K +706 +18%
AF
999
AtlasMark Financial
Texas
$1.08M
PB
1000
Pinnacle Bancorp
Nebraska
$1.07M -$71.3K -317 -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.