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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
WDG
1226
Wealth Dimensions Group
Ohio
$623K +$23.5K +106 +4%
LWA
1227
Lineweaver Wealth Advisors
Ohio
$620K -$1.11K -5 -0.2%
KP
1228
Keel Point
Alabama
$616K -$867K -3,910 -58%
FPW
1229
Flagship Private Wealth
Massachusetts
$614K -$3.33K -15 -0.5%
RWA
1230
RGT Wealth Advisors
Texas
$613K
HPM
1231
Hudson Portfolio Management
New York
$613K +$30.6K +138 +5%
TAM
1232
Trillium Asset Management
Massachusetts
$612K +$153K +692 +33%
WPA
1233
West Paces Advisors
Georgia
$611K
CAM
1234
Concorde Asset Management
Michigan
$610K -$26.6K -120 -4%
VWA
1235
V Wealth Advisors
Kansas
$609K -$556K -2,507 -47%
AWA
1236
Arkadios Wealth Advisors
Georgia
$608K -$3.33K -15 -0.5%
CCM
1237
Canal Capital Management
Virginia
$607K +$887 +4 +0.1%
WAG
1238
Winthrop Advisory Group
Massachusetts
$604K -$9.98K -45 -2%
TCA
1239
Transcend Capital Advisors
New Jersey
$604K +$31K +140 +6%
DHFB
1240
Dixon Hubard Feinour & Brown
Virginia
$603K -$887K -4,000 -59%
AWM
1241
Altium Wealth Management
New York
$603K
MA
1242
MBA Advisors
Pennsylvania
$602K -$72.7K -328 -11%
MSWMA
1243
Market Street Wealth Management Advisors
Indiana
$602K
EB
1244
Eastern Bank
Massachusetts
$599K -$152K -685 -20%
CCA
1245
Conservest Capital Advisors
Pennsylvania
$599K
RDWM
1246
Red Door Wealth Management
Tennessee
$597K +$8.65K +39 +1%
RT
1247
Rockland Trust
Massachusetts
$596K -$245K -1,104 -29%
PHS
1248
Pekin Hardy Strauss
Illinois
$596K -$21.7K -98 -3%
JSC
1249
Jackson Square Capital
California
$595K -$2.66K -12 -0.4%
FC
1250
Forte Capital
New York
$593K

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.