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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
BHTS
1201
Bar Harbor Trust Services
Maine
$664K +$20K +90 +3%
NCM
1202
Narwhal Capital Management
Georgia
$663K
CI
1203
Cavalier Investments
Georgia
$662K -$169K -762 -20%
PA
1204
Procyon Advisors
Connecticut
$660K -$9.09K -41 -1%
PAM
1205
Panagora Asset Management
Massachusetts
$659K -$29.6M -133,629 -98%
BDF
1206
Balasa Dinverno & Foltz
$659K
HIIFS
1207
Harel Insurance Investments & Financial Services
Israel
$659K +$222K +1,000 +49%
GCM
1208
Graham Capital Management
Connecticut
$656K +$665K +3,000 New
CFA
1209
Capstone Financial Advisors
Illinois
$655K
GPC
1210
Garrison Point Capital
California
$653K
SAS
1211
Stelac Advisory Services
New York
$647K -$69.8K -315 -10%
PWM
1212
Peterson Wealth Management
Nevada
$644K +$53K +239 +9%
FNBOO
1213
First National Bank of Omaha
Nebraska
$641K -$51.9K -234 -7%
CPM
1214
Corre Partners Management
New York
$641K +$333K +1,500 New
WWA
1215
WC Walker & Associates
California
$634K -$3.55K -16 -0.5%
FSA
1216
Fort Sheridan Advisors
Illinois
$634K +$14.2K +64 +2%
SSW
1217
Smith Shellnut Wilson
Mississippi
$633K -$102K -460 -14%
WSCM
1218
Wellington Shields Capital Management
New York
$633K +$11.5K +52 +2%
SAF
1219
Smith Anglin Financial
Texas
$630K -$18.4K -83 -3%
BCA
1220
Bay Colony Advisors
Massachusetts
$627K -$23.9K -108 -4%
HPA
1221
High Probability Advisors
New York
$625K
NCM
1222
Next Capital Management
New York
$625K
PWMAG
1223
Pinnacle Wealth Management Advisory Group
New Jersey
$625K +$159K +715 +33%
VFG
1224
V2 Financial group
Illinois
$623K -$666K -3,004 -51%
LS
1225
Leelyn Smith
Illinois
$623K

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.