We are live on ! Find out more
IWM icon

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
LA
1251
Lynch & Associates
Indiana
$591K -$22.2K -100 -4%
AFG
1252
Allegheny Financial Group
Pennsylvania
$590K -$18.6K -84 -3%
LP
1253
LGL Partners
Pennsylvania
$590K -$9.98K -45 -2%
PVH
1254
Psagot Value Holdings
Israel
$585K -$10.3M -46,245 -95%
KCM
1255
Kennicott Capital Management
California
$584K
BFA
1256
Beacon Financial Advisory
Ohio
$582K +$5.32K +24 +0.9%
AC
1257
Abbrea Capital
California
$579K -$15.1K -68 -3%
ECAM
1258
East Coast Asset Management
Massachusetts
$575K -$25.5K -115 -4%
QAM
1259
QCI Asset Management
New York
$571K +$7.98K +36 +1%
AA
1260
Apriem Advisors
California
$571K +$88.7K +400 +18%
NL
1261
NKCFO LLC
Illinois
$569K +$161K +725 +39%
SCA
1262
St. Clair Advisors
Ohio
$568K +$576K +2,597 New
AB
1263
Atlas Brown
Kentucky
$568K +$40.3K +182 +8%
CSM
1264
CAMG Solamere Management
North Carolina
$567K
TP
1265
Tranquility Partners
Tennessee
$565K +$43.2K +195 +8%
CCG
1266
Cypress Capital Group
Florida
$565K +$179K +806 +45%
SGI
1267
Summit Global Investments
Utah
$564K +$572K +2,578 New
MMA
1268
Miracle Mile Advisors
California
$563K -$191K -863 -25%
VFIC
1269
Valley Forge Investment Consultants
Pennsylvania
$563K +$260K +1,175 +84%
WQ
1270
Wealth Quarterback
New Jersey
$563K +$24.3M +109,519 +3,555%
TFS
1271
TrustCore Financial Services
Tennessee
$562K
RFN
1272
RDA Financial Network
Iowa
$561K +$18.6K +84 +3%
WI
1273
Wedgewood Investors
Pennsylvania
$560K -$15.5K -70 -3%
OWA
1274
Octavia Wealth Advisors
Ohio
$559K -$3.55K -16 -0.6%
CCM
1275
Carlson Capital Management
Minnesota
$558K -$22.2K -100 -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.