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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
CHJWM
976
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.13M +$19.3K +87 +2%
SCA
977
Sage Capital Advisors
South Dakota
$1.13M -$7.54K -34 -0.7%
TFGT
978
TS Financial Group (TSFG)
Illinois
$1.12M -$8.42K -38 -0.7%
MFT
979
Moisand Fitzgerald Tamayo
Florida
$1.12M +$3.1K +14 +0.3%
BRWM
980
B. Riley Wealth Management
Tennessee
$1.12M +$1.13M +5,113 New
AAM
981
Aureus Asset Management
Massachusetts
$1.11M +$7.54K +34 +0.7%
EWM
982
Empirical Wealth Management
Washington
$1.11M -$11.5K -52 -1%
IFWM
983
Institute for Wealth Management
Colorado
$1.11M -$99.3K -448 -8%
Koshinski Asset Management
984
Koshinski Asset Management
Illinois
$1.1M +$380K +1,716 +51%
MBTD
985
Mechanics Bank - Trust Department
California
$1.1M -$65.4K -295 -6%
AWM
986
Activest Wealth Management
Florida
$1.1M -$174K -785 -14%
PMFA
987
Plante Moran Financial Advisors
Michigan
$1.09M +$53.6K +242 +5%
CRWM
988
Castle Rock Wealth Management
California
$1.09M -$80.5K -363 -7%
AA
989
Alesco Advisors
New York
$1.09M -$22.2K -100 -2%
BDFN
990
Bond & Devick Financial Network
Minnesota
$1.09M -$9.75K -44 -0.9%
FANJ
991
Financial Architects (New Jersey)
New Jersey
$1.08M -$88.5K -399 -7%
RG
992
Retirement Group
California
$1.07M
PB
993
Pinnacle Bancorp
Nebraska
$1.07M +$48.8K +220 +5%
H
994
HoyleCohen
California
$1.07M +$77.8K +351 +8%
CMA
995
Cedar Mountain Advisors
Oregon
$1.06M +$30.6K +138 +3%
IB
996
Intrust Bank
Kansas
$1.06M +$12.4K +56 +1%
BBA
997
Braun-Bostich & Associates
Pennsylvania
$1.05M +$62.5K +282 +6%
FFA
998
Fragasso Financial Advisors
Pennsylvania
$1.05M -$7.76K -35 -0.7%
SC
999
SouthState Corp
Florida
$1.05M +$96.4K +435 +10%
BS
1000
Boenning & Scattergood
Pennsylvania
$1.05M -$86.7K -391 -8%

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.