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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
MSCM
1126
McElhenny Sheffield Capital Management
Texas
$777K +$788K +3,554 New
MFG
1127
Magnus Financial Group
New York
$774K -$258K -1,166 -25%
MKC
1128
M. Kraus & Co
Vermont
$773K
FNT
1129
First Nebraska Trust
Nebraska
$772K
IP
1130
Intellectus Partners
California
$772K -$21.9K -99 -3%
SIS
1131
Sound Income Strategies
Florida
$772K +$14.2K +64 +2%
LJAC
1132
L.J. Altfest & Co
New York
$770K
PHAM
1133
Palisades Hudson Asset Management
Florida
$770K
WAAG
1134
Wealth Alliance Advisory Group
Kansas
$770K
1CP
1135
17 Capital Partners
Arizona
$770K +$11.1K +50 +1%
CI
1136
Clal Insurance
Israel
$766K -$554K -2,500 -42%
VLC
1137
Van Leeuwen & Company
New Jersey
$766K +$6.11M +27,557 +368%
KPCM
1138
Kings Point Capital Management
New York
$765K
PTC
1139
Philadelphia Trust Company
Pennsylvania
$763K +$20.2K +91 +3%
PFC
1140
Poplar Forest Capital
California
$760K
FFG
1141
Fullen Financial Group
Ohio
$759K -$17.7K -80 -2%
MMHP
1142
Murphy Middleton Hinkle & Parker
Georgia
$756K -$11.7K -53 -2%
PFGIA
1143
Patriot Financial Group Insurance Agency
Massachusetts
$755K +$15.5K +70 +2%
PL
1144
Plancorp LLC
Missouri
$753K -$34.8K -157 -4%
CSA
1145
Cottage Street Advisors
Massachusetts
$748K -$77.6K -350 -9%
VCAM
1146
Van Cleef Asset Management
Ohio
$746K
NSIM
1147
North Star Investment Management
Illinois
$746K +$12.2K +55 +2%
PG
1148
Patten Group
Tennessee
$745K -$57K -257 -7%
CWM
1149
Concentric Wealth Management
California
$744K -$11.7K -53 -2%
FPCM
1150
Financial Partners Capital Management
New York
$743K

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.