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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
JIC
1301
Joel Isaacson & Co
New York
$513K -$14.2K -64 -3%
STC
1302
Sarah T. Connolly
$513K
FPGK
1303
Financial Partners Group (Kansas)
Kansas
$512K +$62.7K +283 +14%
TF
1304
TimeScale Financial
Massachusetts
$511K -$6.65K -30 -1%
RW
1305
REDW Wealth
New Mexico
$510K
PFG
1306
Pacific Financial Group
Washington
$509K -$37.2K -168 -7%
PCM
1307
Penn Capital Management
Pennsylvania
$508K +$300K +1,354 +140%
HI
1308
Horizon Investments
North Carolina
$506K -$521K -2,351 -50%
LAM
1309
LifePro Asset Management
California
$506K -$1.55K -7 -0.3%
BCM
1310
Bienville Capital Management
New York
$505K
Loomis, Sayles & Company
1311
Loomis, Sayles & Company
Massachusetts
$504K +$460K +2,076 +903%
CL
1312
CIM LLC
New York
$503K
SFM
1313
Signet Financial Management
New Jersey
$501K +$508K +2,292 New
MM
1314
Meridian Management
Arkansas
$500K -$665 -3 -0.1%
PIM
1315
Penobscot Investment Management
Massachusetts
$500K
PWW
1316
Pettyjohn Wood & White
Virginia
$499K -$22.2K -100 -4%
HA
1317
Harborview Advisors
Maine
$498K
CIA
1318
Capital Investment Advisors
Georgia
$498K +$1.77K +8 +0.4%
SBIA
1319
Sheaff Brock Investment Advisors
Indiana
$497K +$443 +2 +0.1%
MCA
1320
Mercer Capital Advisers
New Jersey
$496K
CG
1321
Cynosure Group
Utah
$495K +$1.11K +5 +0.2%
FDCC
1322
Foster Dykema Cabot & Co
Massachusetts
$494K -$191K -861 -28%
CCM
1323
Crossvault Capital Management
Texas
$494K -$14.2K -64 -3%
RWP
1324
RWA Wealth Partners
Massachusetts
$494K -$4.21K -19 -0.8%
RPWA
1325
Regent Peak Wealth Advisors
Georgia
$494K +$72.3K +326 +17%

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.