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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
CBT
1176
Capital Bank & Trust
California
$709K -$345K -1,535 -33%
OSNBOA
1177
Old Second National Bank of Aurora
Illinois
$709K
PTB
1178
Pioneer Trust Bank
Oregon
$708K
WQ
1179
Wealth Quarterback
New Jersey
$707K +$693K +3,081 New
KF
1180
Krilogy Financial
Missouri
$706K -$25.4K -113 -4%
ACM
1181
Advisors Capital Management
New Jersey
$705K +$1.35K +6 +0.2%
GAG
1182
GM Advisory Group
New York
$705K +$143K +635 +26%
KC
1183
Kingfisher Capital
North Carolina
$702K -$1.57K -7 -0.2%
PA
1184
Procyon Advisors
Connecticut
$702K +$450 +2 +0.1%
FNBOO
1185
First National Bank of Omaha
Nebraska
$699K
NGA
1186
Naples Global Advisors
Florida
$698K
NCM
1187
Narwhal Capital Management
Georgia
$695K +$246K +1,095 +57%
WAS
1188
WESPAC Advisors SoCal
California
$694K +$680K +3,025 New
BDF
1189
Balasa Dinverno & Foltz
$691K +$26.5K +118 +4%
CFA
1190
Capstone Financial Advisors
Illinois
$686K -$23.8K -106 -3%
WA
1191
Wealth Architects
California
$685K -$2.92K -13 -0.4%
GPC
1192
Garrison Point Capital
California
$685K
BCA
1193
Bay Colony Advisors
Massachusetts
$682K +$8.99K +40 +1%
Temasek Holdings
1194
Temasek Holdings
Singapore
$679K -$119M -528,939 -99%
SAF
1195
Smith Anglin Financial
Texas
$679K +$126K +562 +23%
MCG
1196
McCollum Christoferson Group
New York
$678K -$44.5K -198 -6%
RP
1197
Riverbridge Partners
Minnesota
$678K -$6.29K -28 -0.9%
PFA
1198
Pettinga Financial Advisors
Indiana
$675K -$101K -450 -13%
BHTS
1199
Bar Harbor Trust Services
Maine
$675K -$13.3K -59 -2%
CAM
1200
Concorde Asset Management
Michigan
$667K -$61.8K -275 -9%

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.