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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
CAAS
1076
Capital Asset Advisory Services
Michigan
$864K +$22.2K +100 +3%
ACM
1077
Advisors Capital Management
New Jersey
$864K +$195K +879 +29%
AWM
1078
Avitas Wealth Management
California
$862K -$5.76K -26 -0.7%
JWS
1079
Juncture Wealth Strategies
Arizona
$860K -$34.1K -154 -4%
9WM
1080
9258 Wealth Management
Ohio
$860K +$124K +558 +17%
SWM
1081
Segment Wealth Management
Texas
$858K
ZCA
1082
Zeke Capital Advisors
Pennsylvania
$857K +$365K +1,645 +72%
IP
1083
Investment Partners
Ohio
$855K -$258K -1,164 -23%
BAS
1084
Brown Advisory Securities
Maryland
$849K -$77.1K -348 -8%
PMG
1085
Private Management Group
California
$849K -$20.4K -92 -2%
MWM
1086
Minot Wealth Management
Massachusetts
$842K +$222 +1 +0%
PCG
1087
Private Capital Group
Connecticut
$841K +$6.21K +28 +0.7%
BTW
1088
Boston Trust Walden
Massachusetts
$834K +$4.66K +21 +0.6%
SWM
1089
SigFig Wealth Management
California
$832K -$43.9K -198 -5%
QCM
1090
Quest Capital Management
Texas
$831K -$186K -840 -18%
IIC
1091
Integrated Investment Consultants
Michigan
$829K
WFA
1092
Wade Financial Advisory
California
$829K
KAH
1093
Kathryn A. Hall
$828K
AAM
1094
Ameraudi Asset Management
New York
$826K -$3.99K -18 -0.5%
CHA
1095
Cooper/Haims Advisors
New York
$825K
NB
1096
Northwest Bancshares
Pennsylvania
$825K +$37.2K +168 +5%
CST
1097
Charles Schwab Trust
Nevada
$824K +$835K +3,767 New
SDWMA
1098
Schneider Downs Wealth Management Advisors
Pennsylvania
$823K +$57.2K +258 +7%
AWP
1099
Abacus Wealth Partners
California
$821K +$292K +1,318 +54%
GWS
1100
Glassman Wealth Services
Virginia
$821K -$175K -790 -17%

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.