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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
RMAM
1151
Raab & Moskowitz Asset Management
New Jersey
$743K
GC
1152
Grace Capital
Massachusetts
$742K
RFA
1153
Reilly Financial Advisors
California
$740K +$29.3K +132 +4%
TIA
1154
Tiemann Investment Advisors
California
$739K
AFP
1155
Ausdal Financial Partners
Iowa
$735K -$3.32M -14,995 -82%
DP
1156
Denver PWM
Colorado
$733K
AssetMark Inc
1157
AssetMark Inc
California
$731K +$190K +856 +34%
RDFA
1158
Ritter Daniher Financial Advisory
Ohio
$730K -$27K -122 -4%
KF
1159
Krilogy Financial
Missouri
$728K +$55.4K +250 +8%
FAM
1160
Flaharty Asset Management
Florida
$728K +$150K +676 +25%
V
1161
VeraBank
Texas
$726K +$736K +3,318 New
PTB
1162
Pioneer Trust Bank
Oregon
$725K +$50.3K +227 +7%
IRC
1163
Investors Research Corp
Georgia
$724K
KIA
1164
KCM Investment Advisors
California
$724K
BA
1165
Ballew Advisors
Mississippi
$723K
CA
1166
Cornerstone Advisory
Maryland
$723K +$413K +1,865 +130%
MTIM
1167
Marathon Trading Investment Management
Pennsylvania
$722K -$576K -2,600 -44%
FMN
1168
Financial Management Network
California
$721K +$222 +1 +0%
IA
1169
Insight Advisors
Pennsylvania
$719K
MAS
1170
Managed Account Services
Florida
$718K -$352K -1,590 -33%
OWP
1171
Obermeyer Wealth Partners
Colorado
$718K
B
1172
Bridgeworth
Alabama
$715K -$47.7K -215 -6%
MCM
1173
Mengis Capital Management
Oregon
$715K -$35.7K -161 -5%
HT
1174
Heritage Trust
Oklahoma
$709K -$14.6K -66 -2%
KFI
1175
Key Financial Inc
Pennsylvania
$709K

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.