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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
MA
101
MUFG Americas
New York
$58.5M -$1.44M -6,388 -2%
AF
102
Advisornet Financial
Minnesota
$58.3M -$920K -4,094 -2%
FFBTD
103
First Financial Bank - Trust Division
Ohio
$57.8M -$1.05M -4,689 -2%
1SB
104
1ST Source Bank
Indiana
$57.8M +$1.18M +5,258 +2%
N
105
Nuveen
North Carolina
$57.4M +$21.9M +97,414 +64%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$54.6M -$110M -491,156 -67%
Millennium Management
107
Millennium Management
New York
$54.2M +$53.2M +236,429 New
MLIC
108
Mandatum Life Insurance Company
Finland
$53M +$1.57K +7 +0%
BFG
109
Barber Financial Group
Kansas
$52.9M +$2.71M +12,062 +6%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$52.5M +$10.5M +46,770 +26%
PAG
111
Private Advisor Group
New Jersey
$52.3M +$3.47M +15,452 +7%
William Blair & Company
112
William Blair & Company
Illinois
$50.9M +$1.72M +7,649 +4%
JCM
113
Janney Capital Management
Pennsylvania
$50.3M -$230K -1,022 -0.5%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$49.1M +$28.8K +128 +0.1%
PI
115
Parkside Investments
Illinois
$48.8M +$718K +3,193 +2%
OC
116
Oakworth Capital
Alabama
$48M +$8.66M +38,528 +23%
Parallax Volatility Advisers
117
Parallax Volatility Advisers
California
$47.8M +$46.9M +208,427 New
GCM
118
Gladius Capital Management
Illinois
$47.4M -$12.7M -56,307 -21%
PPFA
119
Provida Pension Fund Administrator
Chile
$47.2M -$26.1M -116,056 -36%
SFA
120
Sequoia Financial Advisors
Ohio
$46.8M +$3.9M +17,344 +9%
MM
121
Main Management
California
$46.8M -$198K -879 -0.4%
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$46.7M -$15.3M -67,981 -25%
SGI
123
Swan Global Investments
Colorado
$46.1M +$8.54M +38,000 +23%
VC
124
Veracity Capital
Georgia
$46.1M -$235M -1,043,048 -84%
RTS
125
Round Table Services
New Jersey
$45.7M -$9.99M -44,435 -18%

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.