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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
WDG
1226
Wealth Dimensions Group
Ohio
$629K +$4.95K +22 +0.8%
CCA
1227
Conservest Capital Advisors
Pennsylvania
$628K +$1.57K +7 +0.3%
SIA
1228
Strategic Investment Advisors
Michigan
$627K -$458K -2,037 -43%
JSC
1229
Jackson Square Capital
California
$627K +$5.4K +24 +0.9%
FEM
1230
Fulcrum Equity Management
Texas
$625K +$77.8K +346 +15%
Kovitz Investment Group Partners
1231
Kovitz Investment Group Partners
Illinois
$625K +$165K +735 +37%
AC
1232
Abbrea Capital
California
$623K -$75.8K -337 -11%
FC
1233
Forte Capital
New York
$622K +$225 +1 +0%
PWM
1234
Peterson Wealth Management
Nevada
$620K +$608K +2,704 New
SC
1235
Solstein Capital
California
$618K +$73.7K +328 +14%
RDWM
1236
Red Door Wealth Management
Tennessee
$617K +$605K +2,691 New
SAM
1237
Secure Asset Management
Michigan
$613K -$288K -1,280 -32%
KCM
1238
Kennicott Capital Management
California
$613K -$14.6K -65 -2%
HPM
1239
Hudson Portfolio Management
New York
$611K +$189K +840 +46%
PAMP
1240
Polar Asset Management Partners
Ontario, Canada
$610K -$9.22K -41 -2%
FAM
1241
Flaharty Asset Management
Florida
$608K +$225 +1 +0%
CCM
1242
Carlson Capital Management
Minnesota
$608K +$18.7K +83 +3%
GKWIM
1243
Gerber Kawasaki Wealth & Investment Management
California
$608K +$258K +1,147 +76%
EIP
1244
Ellis Investment Partners
Pennsylvania
$606K +$675 +3 +0.1%
WI
1245
Wedgewood Investors
Pennsylvania
$604K -$27K -120 -4%
BFA
1246
Beacon Financial Advisory
Ohio
$604K +$6.75K +30 +1%
PCS
1247
Personal CFO Solutions
New Jersey
$602K -$44.3K -197 -7%
CSM
1248
CAMG Solamere Management
North Carolina
$594K
BIM
1249
Bridges Investment Management
Nebraska
$593K
QAM
1250
QCI Asset Management
New York
$590K

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.