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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
NG
1176
NWK Group
California
$708K -$50.8K -229 -7%
EGA
1177
Eagle Global Advisors
Texas
$708K +$222 +1 +0%
MP
1178
McDonald Partners
Ohio
$706K +$88K +397 +14%
RIM
1179
Rockbridge Investment Management
New York
$700K -$665 -3 -0.1%
WIC
1180
Woodmont Investment Counsel
Tennessee
$700K +$13.3K +60 +2%
TNB
1181
Thomasville National Bank
Georgia
$698K +$7.76K +35 +1%
MIG
1182
McGuire Investment Group
Rhode Island
$697K
FFA
1183
First Foundation Advisors
California
$697K +$87.6K +395 +14%
SLWS
1184
Swaine & Leidel Wealth Services
Florida
$689K +$699K +3,154 New
KTA
1185
Keeley-Teton Advisors
Illinois
$687K +$696K +3,139 New
CTA
1186
Colonial Trust Advisors
South Carolina
$685K +$134K +605 +24%
CBN
1187
Cadence Bank NA
Texas
$684K
KJHP
1188
K.J. Harrison & Partners
Ontario, Canada
$682K -$10.3M -46,300 -94%
NP
1189
NorthRock Partners
Minnesota
$681K -$1.55K -7 -0.2%
LW
1190
Linscomb Wealth
Texas
$679K -$25.3K -114 -4%
ACM
1191
Ategra Capital Management
Virginia
$678K
OSNBOA
1192
Old Second National Bank of Aurora
Illinois
$676K
BC
1193
Burney Company
Virginia
$675K -$38.4K -173 -5%
VIA
1194
Vickerman Investment Advisors
Washington
$674K +$683K +3,082 New
D
1195
Diversified
Delaware
$672K +$348K +1,571 +104%
GAG
1196
GM Advisory Group
New York
$671K -$1.11K -5 -0.2%
KC
1197
Kingfisher Capital
North Carolina
$671K +$1.55K +7 +0.2%
WCM
1198
Wealthcare Capital Management
Virginia
$669K -$45.7K -206 -6%
SMA
1199
Sage Mountain Advisors
Georgia
$669K +$399K +1,798 +143%
SFS
1200
Strategic Financial Services
New York
$668K -$28.2K -127 -4%

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.