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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
WTB
1001
Washington Trust Bank
Washington
$1.07M -$11.2K -50 -1%
HI
1002
Horizon Investments
North Carolina
$1.07M -$32.7M -145,268 -97%
BFM
1003
Broadview Financial Management
Wisconsin
$1.07M +$3.15K +14 +0.3%
QCM
1004
Quest Capital Management
Texas
$1.06M +$11.2K +50 +1%
GJIC
1005
Gamble Jones Investment Counsel
California
$1.06M -$11.2K -50 -1%
MPCG
1006
Matrix Private Capital Group
New York
$1.06M +$30.6K +136 +3%
KM
1007
Kalos Management
Georgia
$1.06M +$445K +1,977 +71%
EFS
1008
Essex Financial Services
Connecticut
$1.05M
WPP
1009
Whalerock Point Partners
Rhode Island
$1.04M -$29.2K -130 -3%
GWS
1010
Glassman Wealth Services
Virginia
$1.04M +$41.1K +183 +4%
BBA
1011
Braun-Bostich & Associates
Pennsylvania
$1.04M +$1.02M +4,541 New
AIM
1012
AMI Investment Management
Indiana
$1.04M
NIM
1013
Nicollet Investment Management
Minnesota
$1.03M
TI
1014
Trexquant Investment
Connecticut
$1.03M +$1.01M +4,491 New
OWA
1015
Outlook Wealth Advisors
Texas
$1.03M -$47.4K -211 -5%
CFG
1016
Cooper Financial Group
California
$1.02M -$37.1K -165 -4%
ARC
1017
Advisor Resource Council
Texas
$1.02M +$1M +4,465 New
BOS
1018
Bingham Osborn & Scarborough
California
$1.02M -$35.7K -159 -3%
AWM
1019
AAF Wealth Management
Massachusetts
$1.02M -$288K -1,279 -22%
GFS
1020
GYL Financial Synergies
Connecticut
$1.02M +$8.99K +40 +0.9%
SCA
1021
Snowden Capital Advisors
New York
$1.01M +$351K +1,563 +55%
SC
1022
SouthState Corp
Florida
$1M +$255K +1,135 +35%
MCM
1023
Mainstay Capital Management
Michigan
$997K -$1.12K -5 -0.1%
FF
1024
Friedenthal Financial
New Jersey
$995K +$523K +2,328 +116%
VR
1025
Viridian RIA
Washington
$993K

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.