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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
PG
1101
Patten Group
Tennessee
$840K +$7.87K +35 +1%
WCG
1102
Weaver Consulting Group
California
$839K +$587K +2,613 +250%
NL
1103
Navalign LLC
California
$833K +$38K +169 +5%
IP
1104
Intellectus Partners
California
$832K -$18.9K -84 -2%
CFA
1105
Carroll Financial Associates
North Carolina
$832K +$88.1K +392 +12%
PAM
1106
Private Asset Management
California
$830K +$6.97K +31 +0.9%
NB
1107
Northwest Bancshares
Pennsylvania
$827K
PL
1108
Plancorp LLC
Missouri
$825K
HFA
1109
High Falls Advisors
New York
$821K +$13K +58 +2%
W
1110
Wealthquest
Ohio
$817K
FFG
1111
Fullen Financial Group
Ohio
$816K -$15.1K -67 -2%
AIS
1112
American Investment Services
Massachusetts
$813K -$21.4K -95 -3%
MKC
1113
M. Kraus & Co
Vermont
$811K +$76.9K +342 +11%
ACM
1114
AlphaStar Capital Management
North Carolina
$810K +$820K +3,649 New
FNT
1115
First Nebraska Trust
Nebraska
$810K
APWA
1116
Atlas Private Wealth Advisors
New Jersey
$808K +$33.3K +148 +4%
FRA
1117
Frank Rimerman Advisors
California
$808K
PHAM
1118
Palisades Hudson Asset Management
Florida
$807K -$10.8K -48 -1%
WAAG
1119
Wealth Alliance Advisory Group
Kansas
$807K -$8.09K -36 -1%
LJAC
1120
L.J. Altfest & Co
New York
$807K +$450 +2 +0.1%
MMHP
1121
Murphy Middleton Hinkle & Parker
Georgia
$805K +$450 +2 +0.1%
SDWMA
1122
Schneider Downs Wealth Management Advisors
Pennsylvania
$804K +$69.9K +311 +10%
NFG
1123
Nations Financial Group
Iowa
$803K -$69.2K -308 -8%
KPCM
1124
Kings Point Capital Management
New York
$802K
B
1125
Bridgeworth
Alabama
$799K +$105K +465 +15%

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.