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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
JIC
1276
Joel Isaacson & Co
New York
$553K +$327K +1,456 +152%
LFF
1277
Level Four Financial
Texas
$551K -$244K -1,084 -31%
TP
1278
Tranquility Partners
Tennessee
$547K +$144K +639 +37%
CT
1279
Columbia Trust
Oregon
$546K -$337K -1,500 -39%
PWW
1280
Pettyjohn Wood & White
Virginia
$546K -$11K -49 -2%
FAM
1281
Formidable Asset Management
Ohio
$544K
LGA
1282
Lebenthal Global Advisors
New York
$543K +$5.4K +24 +1%
JIP
1283
Jaffetilchin Investment Partners
Florida
$543K +$165K +732 +42%
TF
1284
TimeScale Financial
Massachusetts
$542K +$1.8K +8 +0.3%
IA
1285
IndexIQ Advisors
New York
$542K +$531K +2,361 New
STC
1286
Sarah T. Connolly
$537K -$3.37K -15 -0.6%
RW
1287
REDW Wealth
New Mexico
$535K -$11.2K -50 -2%
OFG
1288
Oxford Financial Group
Indiana
$535K -$9.89K -44 -2%
LAM
1289
LifePro Asset Management
California
$532K +$27K +120 +5%
BCM
1290
Bienville Capital Management
New York
$530K
BA
1291
Birinyi Associates
Connecticut
$529K -$461K -2,050 -47%
RIS
1292
Retirement Income Solutions
Michigan
$527K +$89.9K +400 +21%
MM
1293
Meridian Management
Arkansas
$525K
PIM
1294
Penobscot Investment Management
Massachusetts
$525K
FI
1295
Financial Insights
Washington
$525K +$51.5K +229 New
SWA
1296
SOA Wealth Advisors
New York
$524K -$24.1K -107 -4%
SWP
1297
Strategic Wealth Partners
Ohio
$523K +$239K +1,061 +87%
HA
1298
Harborview Advisors
Maine
$522K -$69.2K -308 -12%
RWP
1299
RWA Wealth Partners
Massachusetts
$522K +$203K +905 +66%
ZCA
1300
Zeke Capital Advisors
Pennsylvania
$521K +$1.57K +7 +0.3%

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.