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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
WWA
1201
WC Walker & Associates
California
$667K +$212K +944 +48%
IIM
1202
InTrack Investment Management
Vermont
$667K +$664K +2,953 New
IA
1203
Insight Advisors
Pennsylvania
$663K -$15.7K -70 -2%
HPA
1204
High Probability Advisors
New York
$656K +$2.02K +9 +0.3%
LS
1205
Leelyn Smith
Illinois
$653K -$3.37K -15 -0.5%
WSCM
1206
Wellington Shields Capital Management
New York
$651K -$191K -849 -23%
LWA
1207
Lineweaver Wealth Advisors
Ohio
$651K +$17.8K +79 +3%
MP
1208
McDonald Partners
Ohio
$650K -$21.6K -96 -3%
SCM
1209
Shelton Capital Management
Colorado
$650K -$11.2K -50 -2%
FSA
1210
Fort Sheridan Advisors
Illinois
$650K +$42K +187 +7%
PHS
1211
Pekin Hardy Strauss
Illinois
$647K -$73.1K -325 -10%
WAG
1212
Winthrop Advisory Group
Massachusetts
$643K -$22.5K -100 -3%
RWA
1213
RGT Wealth Advisors
Texas
$643K -$17.3K -77 -3%
LA
1214
Lynch & Associates
Indiana
$642K
AWA
1215
Arkadios Wealth Advisors
Georgia
$641K +$3.37K +15 +0.5%
WPA
1216
West Paces Advisors
Georgia
$641K
NCM
1217
Next Capital Management
New York
$640K +$86.3K +384 +16%
FFA
1218
First Foundation Advisors
California
$640K +$362K +1,608 +136%
AFG
1219
Allegheny Financial Group
Pennsylvania
$637K -$11K -49 -2%
CCM
1220
Canal Capital Management
Virginia
$636K -$4.72K -21 -0.8%
FPW
1221
Flagship Private Wealth
Massachusetts
$632K +$22.7K +101 +4%
MSWMA
1222
Market Street Wealth Management Advisors
Indiana
$632K -$4.95K -22 -0.8%
AWM
1223
Altium Wealth Management
New York
$632K
ECAM
1224
East Coast Asset Management
Massachusetts
$629K
LP
1225
LGL Partners
Pennsylvania
$629K +$899 +4 +0.1%

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.