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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
COCM
1026
Charter Oak Capital Management
New Hampshire
$991K -$72.9K -329 -7%
AIM
1027
AMI Investment Management
Indiana
$991K
GL
1028
Graypoint LLC
New York
$989K +$273K +1,230 +37%
FBFS
1029
First Business Financial Services
Wisconsin
$975K +$446K +2,013 +82%
AIC
1030
Ayalon Insurance Company
Israel
$969K -$3.65M -16,477 -79%
AWM
1031
AAF Wealth Management
Massachusetts
$969K -$2K -9 -0.2%
LOPW
1032
Live Oak Private Wealth
North Carolina
$967K +$563K +2,541 +135%
GP
1033
Geneva Partners
Wisconsin
$963K +$89.3K +403 +10%
TLFA
1034
True Link Financial Advisors
California
$961K +$760K +3,430 +355%
SWM
1035
Sugarloaf Wealth Management
Georgia
$959K +$21.1K +95 +2%
IAIM
1036
International Assets Investment Management
Florida
$959K +$129K +583 +15%
DLCIG
1037
D.L. Carlson Investment Group
New Hampshire
$959K +$491K +2,217 +102%
SCA
1038
Snowden Capital Advisors
New York
$957K -$5.32K -24 -0.5%
CPA
1039
Clear Perspective Advisors
Illinois
$954K +$91.8K +414 +10%
CT
1040
Caldwell Trust
Florida
$953K +$76.5K +345 +9%
PWLP
1041
Prio Wealth Limited Partnership
Massachusetts
$941K
ECM
1042
Elgethun Capital Management
South Dakota
$940K
AWM
1043
Apollon Wealth Management
South Carolina
$938K +$125K +563 +15%
VWM
1044
Venturi Wealth Management
Texas
$936K -$1.33K -6 -0.1%
WCG
1045
Weaver Consulting Group
California
$935K +$137K +616 +17%
GFS
1046
GYL Financial Synergies
Connecticut
$933K -$37K -167 -4%
RPGK
1047
Retirement Planning Group (Kansas)
Kansas
$928K +$9.09K +41 +1%
PMG
1048
ProVise Management Group
Florida
$926K -$174K -784 -16%
DWP
1049
Destiny Wealth Partners
Florida
$920K -$180K -813 -16%
LC
1050
LCNB Corp
Ohio
$918K +$200K +900 +27%

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.