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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
HWM
1001
Howard Wealth Management
Connecticut
$1.05M -$14.6K -66 -1%
CAG
1002
Crestwood Advisors Group
Massachusetts
$1.05M
G
1003
GenTrust
Florida
$1.05M +$140K +630 +15%
NFSG
1004
Newbridge Financial Services Group
Florida
$1.04M -$102K -458 -9%
AF
1005
AtlasMark Financial
Texas
$1.03M
CFG
1006
Cooper Financial Group
California
$1.03M +$50.8K +229 +5%
NPT
1007
Nixon Peabody Trust
Massachusetts
$1.03M +$499K +2,252 +92%
Financial Engines Advisors
1008
Financial Engines Advisors
California
$1.02M -$37.5K -169 -3%
WTB
1009
Washington Trust Bank
Washington
$1.02M
MPCG
1010
Matrix Private Capital Group
New York
$1.02M +$9.09K +41 +0.9%
BA
1011
Bluesphere Advisors
Pennsylvania
$1.02M +$482K +2,176 +87%
BOS
1012
Bingham Osborn & Scarborough
California
$1.02M +$45.2K +204 +5%
BFM
1013
Broadview Financial Management
Wisconsin
$1.02M +$665 +3 +0.1%
BA
1014
Bridgewater Advisors
New York
$1.02M +$130K +588 +14%
LA
1015
Latitude Advisors
Florida
$1.02M -$2.32M -10,482 -69%
GJIC
1016
Gamble Jones Investment Counsel
California
$1.01M
PFA
1017
Pettinga Financial Advisors
Indiana
$1.01M +$371K +1,675 +57%
MC
1018
Moors & Cabot
Massachusetts
$1.01M +$109K +491 +12%
BFA
1019
Brown Financial Advisory
Alabama
$1.01M -$65.8K -297 -6%
IIM
1020
InTrack Investment Management
Vermont
$1.01M +$301K +1,357 +46%
WCM
1021
Windsor Capital Management
Arizona
$1.01M -$30.8K -139 -3%
WPP
1022
Whalerock Point Partners
Rhode Island
$995K
FF
1023
Friedenthal Financial
New Jersey
$995K +$46.8K +211 +5%
GVAG
1024
Great Valley Advisor Group
Delaware
$995K +$68.3K +308 +7%
FG
1025
Fiduciary Group
Georgia
$994K -$6.65K -30 -0.7%

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.