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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
SBIA
1301
Sheaff Brock Investment Advisors
Indiana
$521K +$21.4K +95 +4%
MCA
1302
Mercer Capital Advisers
New Jersey
$520K
CIA
1303
Capital Investment Advisors
Georgia
$520K +$16K +71 +3%
CG
1304
Cynosure Group
Utah
$518K +$74.9K +333 +17%
DDPIC
1305
Deroy & Devereaux Private Investment Counsel
Michigan
$517K -$87.7K -390 -15%
CAM
1306
Crestone Asset Management
Colorado
$517K
ZB
1307
Zions Bancorporation
Utah
$517K
BAM
1308
Baldrige Asset Management
Pennsylvania
$514K
CCM
1309
Crossvault Capital Management
Texas
$513K -$56.4K -251 -10%
BMC
1310
Beaton Management Company
Massachusetts
$510K
BMM
1311
Buffington Mohr McNeal
Idaho
$509K -$5.62K -25 -1%
HI
1312
Harrington Investments
California
$509K
SAG
1313
Spotlight Asset Group
Illinois
$508K -$2.13M -9,472 -81%
WG
1314
Watchman Group
Texas
$508K -$8.99K -40 -2%
TA
1315
TFG Advisers
Michigan
$508K +$675 +3 +0.1%
HFS
1316
Howard Financial Services
Texas
$507K +$21.1K +94 +4%
AW
1317
ACG Wealth
Georgia
$507K +$23.4K +104 +5%
AA
1318
Apriem Advisors
California
$507K +$73.7K +328 +17%
LFA
1319
Landmark Financial Advisors
Kentucky
$506K
DSN
1320
D. Scott Neal
Kentucky
$506K +$8.32K +37 +2%
FCCM
1321
First City Capital Management
Georgia
$505K +$280K +1,244 +122%
WBC
1322
West Branch Capital
Massachusetts
$503K -$7.87K -35 -2%
SP
1323
Successful Portfolios
Florida
$503K
KTC
1324
Kistler-Tiffany Companies
Pennsylvania
$503K +$31.3K +139 +7%
WWM
1325
Windsor Wealth Management
Indiana
$502K -$108K -480 -18%

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.