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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
BA
1051
Bridgewater Advisors
New York
$931K +$913K +4,059 New
CT
1052
Caldwell Trust
Florida
$920K -$675 -3 -0.1%
SWM
1053
SeaCrest Wealth Management
New York
$920K +$294K +1,307 +48%
LFG
1054
Larson Financial Group
Missouri
$919K +$51.9K +231 +6%
MIM
1055
Montgomery Investment Management
Maryland
$917K
SWM
1056
SigFig Wealth Management
California
$917K +$49.2K +219 +6%
GP
1057
Geneva Partners
Wisconsin
$917K +$68.1K +303 +8%
GH
1058
GAM Holding
Switzerland
$915K +$76.9K +342 +9%
APW
1059
Acima Private Wealth
Virginia
$914K
NWM
1060
Northwest Wealth Management
Iowa
$913K -$6.75K -30 -0.7%
SWA
1061
Sightline Wealth Advisors
Connecticut
$913K +$24.3K +108 +3%
PMG
1062
Private Management Group
California
$911K -$7.2K -32 -0.8%
JWS
1063
Juncture Wealth Strategies
Arizona
$909K -$7.45M -33,139 -89%
AWM
1064
Avitas Wealth Management
California
$909K +$12.1K +54 +1%
CPA
1065
Clear Perspective Advisors
Illinois
$906K +$888K +3,948 New
WPC
1066
White Pine Capital
Minnesota
$902K +$65.7K +292 +8%
BIA
1067
Bigelow Investment Advisors
Maine
$901K
SWM
1068
Segment Wealth Management
Texas
$899K
BWA
1069
Bordeaux Wealth Advisors
California
$897K
HPWM
1070
Highland Private Wealth Management
Washington
$894K -$11.9K -53 -1%
MSFS
1071
Main Street Financial Solutions
Pennsylvania
$894K +$225 +1 +0%
Fisher Asset Management
1072
Fisher Asset Management
Washington
$893K +$357K +1,589 +69%
TCM
1073
Triumph Capital Management
Colorado
$891K +$915K +4,069 New
22CM
1074
20/20 Capital Management
California
$886K +$2.47K +11 +0.3%
CAAS
1075
Capital Asset Advisory Services
Michigan
$883K -$2.47K -11 -0.3%

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.