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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
HPWM
1101
Highland Private Wealth Management
Washington
$821K -$31.9K -144 -4%
WP
1102
WealthSource Partners
California
$818K +$108K +486 +15%
WA
1103
Wealth Architects
California
$817K +$165K +746 +25%
TCM
1104
Triumph Capital Management
Colorado
$816K -$74.7K -337 -8%
UBV
1105
United Bank (Virginia)
Virginia
$815K
WCM
1106
Washburn Capital Management
Florida
$813K -$665 -3 -0.1%
EK
1107
Evensky & Katz
Florida
$812K -$21.3K -96 -3%
BWM
1108
Baystate Wealth Management
Massachusetts
$811K +$466K +2,101 +131%
SWA
1109
Sightline Wealth Advisors
Connecticut
$805K -$66.7K -301 -8%
APWA
1110
Atlas Private Wealth Advisors
New Jersey
$800K +$29.5K +133 +4%
DCM
1111
Donaldson Capital Management
Indiana
$796K -$22.2K -100 -3%
BWA
1112
Bordeaux Wealth Advisors
California
$795K -$61K -275 -7%
NFG
1113
Nations Financial Group
Iowa
$795K +$30.1K +136 +4%
APW
1114
Acima Private Wealth
Virginia
$793K -$80K -361 -9%
CFA
1115
Carroll Financial Associates
North Carolina
$793K
NL
1116
Navalign LLC
California
$789K -$5.1K -23 -0.6%
GT
1117
Greenleaf Trust
Michigan
$788K -$25.5K -115 -3%
PAM
1118
Private Asset Management
California
$787K -$4.21K -19 -0.5%
GSWM
1119
Golden State Wealth Management
California
$787K +$81.6K +368 +11%
NGA
1120
Naples Global Advisors
Florida
$786K +$122K +550 +18%
BCM
1121
BTR Capital Management
California
$783K -$22.2K -100 -3%
AIS
1122
American Investment Services
Massachusetts
$782K +$7.54K +34 +1%
VAM
1123
Verity Asset Management
North Carolina
$780K -$1.17M -5,274 -60%
W
1124
Wealthquest
Ohio
$779K
FRA
1125
Frank Rimerman Advisors
California
$777K +$6.65K +30 +0.9%

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.