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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
Creative Planning
101
Creative Planning
Kansas
$59.2M -$12.2M -54,851 -17%
AF
102
Advisornet Financial
Minnesota
$59.1M +$3.52M +15,863 +6%
MMEA
103
Main Management ETF Advisors
California
$58.6M +$2.7M +12,180 +5%
AI
104
Accredited Investors
Minnesota
$58.3M -$1.33M -5,994 -2%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$57.6M +$1.03M +4,630 +2%
FFBTD
106
First Financial Bank - Trust Division
Ohio
$56M +$818K +3,692 +1%
MA
107
MUFG Americas
New York
$55.9M +$41.9K +189 +0.1%
1SB
108
1ST Source Bank
Indiana
$55.4M +$319K +1,441 +0.6%
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$54.9M +$10.6M +47,600 +23%
OC
110
Oakworth Capital
Alabama
$52.3M +$6.64M +29,931 +14%
PAG
111
Private Advisor Group
New Jersey
$50.7M +$782K +3,528 +2%
MLIC
112
Mandatum Life Insurance Company
Finland
$50.6M
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$50.1M -$1.99M -8,994 -4%
William Blair & Company
114
William Blair & Company
Illinois
$48.8M +$284K +1,281 +0.6%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$48.8M +$48.3M +218,021 +4,287%
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$47.8M +$981K +4,423 +2%
WA
117
WestEnd Advisors
North Carolina
$47.5M
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$47.1M +$7.68M +34,641 +19%
PI
119
Parkside Investments
Illinois
$47M +$508K +2,293 +1%
Comerica Bank
120
Comerica Bank
Texas
$46.9M +$393K +1,771 +0.9%
RTS
121
Round Table Services
New Jersey
$45.8M +$2.21M +9,954 +5%
SGI
122
Swan Global Investments
Colorado
$45.5M +$1.68M +7,600 +4%
CA
123
Cetera Advisors
Colorado
$45M +$6.89M +31,086 +18%
MM
124
Main Management
California
$44.7M +$105K +475 +0.2%
AF
125
Alerus Financial
North Dakota
$44.7M +$1.91M +8,633 +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.