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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
ACM
1326
Atlanta Capital Management
Georgia
$502K +$67K +298 +16%
DLCIG
1327
D.L. Carlson Investment Group
New Hampshire
$498K -$3.82K -17 -0.8%
VIM
1328
Vista Investment Management
Pennsylvania
$494K
WCM
1329
Wunderlich Capital Managemnt
Tennessee
$494K +$23.6K +105 +5%
PWMAG
1330
Pinnacle Wealth Management Advisory Group
New Jersey
$492K
CWS
1331
Cypress Wealth Services
California
$490K -$1.36M -6,040 -74%
BFO
1332
Biltmore Family Office
North Carolina
$490K
JHCP
1333
Jackson Hole Capital Partners
Oklahoma
$488K
RB
1334
Renasant Bank
Mississippi
$485K +$4.95K +22 +1%
BCM
1335
Birmingham Capital Management
Alabama
$484K
SCA
1336
Stillwater Capital Advisors
Pennsylvania
$484K +$6.07K +27 +1%
TAM
1337
Trillium Asset Management
Massachusetts
$483K -$986K -4,385 -68%
SSG
1338
Summit Securities Group
New York
$482K -$1.71M -7,600 -78%
ISB
1339
Iowa State Bank
Iowa
$482K +$36.6K +163 +8%
CAI
1340
Capital Advisors Inc
Oklahoma
$478K +$469K +2,084 New
FLA
1341
Financial Life Advisors
Texas
$474K
WA
1342
Winfield Associates
Ohio
$473K
FPGK
1343
Financial Partners Group (Kansas)
Kansas
$472K +$13K +58 +3%
FHA
1344
Flagship Harbor Advisors
Massachusetts
$471K -$27K -120 -6%
JAG
1345
Journey Advisory Group
Kentucky
$471K
TWM
1346
Triton Wealth Management
Arizona
$470K -$39.3K -175 -8%
PWP
1347
Principle Wealth Partners
Connecticut
$470K +$19.1K +85 +4%
GPA
1348
Guidance Point Advisors
Massachusetts
$470K +$29.2K +130 +7%
IC
1349
Inscription Capital
Texas
$470K +$460K +2,048 New
SIM
1350
Sonora Investment Management
Arizona
$469K +$460K +2,045 New

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.