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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
HCM
1051
HM Capital Management
Missouri
$916K -$887 -4 -0.1%
SWA
1052
Stratos Wealth Advisors
Ohio
$913K -$3.74M -16,889 -80%
CPO
1053
Cerity Partners OCIO
New York
$913K -$891K -4,019 -49%
OWA
1054
Outlook Wealth Advisors
Texas
$913K -$66.1K -298 -7%
LFG
1055
Larson Financial Group
Missouri
$912K +$35.7K +161 +4%
TC
1056
TownSquare Capital
Utah
$907K +$4.66K +21 +0.5%
BFA
1057
Bragg Financial Advisors
North Carolina
$905K -$3.33K -15 -0.4%
BFC
1058
Bedel Financial Consulting
Indiana
$903K
SWA
1059
Sutton Wealth Advisors
Florida
$902K
CIM
1060
CIM Investment Management
Pennsylvania
$902K
RTL
1061
Red Tortoise LLC
Georgia
$902K +$1.21M +5,472 New
SFG
1062
StrategIQ Financial Group
Indiana
$901K +$68.7K +310 +8%
CCM
1063
Compton Capital Management
Rhode Island
$897K
BIA
1064
Bigelow Investment Advisors
Maine
$895K +$35.5K +160 +4%
BMCM
1065
Bryn Mawr Capital Management
Pennsylvania
$893K -$4.43K -20 -0.5%
WPC
1066
White Pine Capital
Minnesota
$891K -$1.11K -5 -0.1%
MSFS
1067
Main Street Financial Solutions
Pennsylvania
$883K +$30.8K +139 +4%
ARC
1068
Advisor Resource Council
Texas
$880K -$99.8K -450 -10%
SGCA
1069
Steel Grove Capital Advisors
Tennessee
$877K +$889K +4,008 New
MIM
1070
Montgomery Investment Management
Maryland
$875K
GH
1071
GAM Holding
Switzerland
$873K
NWM
1072
Northwest Wealth Management
Iowa
$871K +$222 +1 +0%
MCM
1073
Mainstay Capital Management
Michigan
$870K -$81.8K -369 -8%
CFFP
1074
Center for Financial Planning
Michigan
$870K -$24.2K -109 -3%
VCP
1075
Vista Capital Partners
Oregon
$866K +$587K +2,646 +202%

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.