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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
CAM
1326
Crestone Asset Management
Colorado
$493K
DDPIC
1327
Deroy & Devereaux Private Investment Counsel
Michigan
$493K
WA
1328
Wealth Alliance
New York
$491K +$256K +1,155 +106%
BAM
1329
Baldrige Asset Management
Pennsylvania
$490K
LFA
1330
Landmark Financial Advisors
Kentucky
$488K
WWM
1331
Windsor Wealth Management
Indiana
$487K +$443 +2 +0.1%
HI
1332
Harrington Investments
California
$486K
TA
1333
TFG Advisers
Michigan
$486K +$1.33K +6 +0.3%
WG
1334
Watchman Group
Texas
$484K
DSN
1335
D. Scott Neal
Kentucky
$483K
HFS
1336
Howard Financial Services
Texas
$483K
AW
1337
ACG Wealth
Georgia
$483K +$222 +1 +0%
SCA
1338
Stillwater Capital Advisors
Pennsylvania
$483K +$21.3K +96 +5%
SFA
1339
Source Financial Advisors
New York
$482K -$64.7K -292 -12%
ETS
1340
ESL Trust Services
New York
$478K -$55.4K -250 -10%
DA
1341
Doliver Advisors
Texas
$477K +$483K +2,179 New
SP
1342
Successful Portfolios
Florida
$474K -$5.54K -25 -1%
CWS
1343
Cypress Wealth Services
California
$473K +$5.54K +25 +1%
FHA
1344
Flagship Harbor Advisors
Massachusetts
$471K
VIM
1345
Vista Investment Management
Pennsylvania
$471K
BMM
1346
Buffington Mohr McNeal
Idaho
$469K -$16.4K -74 -3%
BFO
1347
Biltmore Family Office
North Carolina
$467K
JHCP
1348
Jackson Hole Capital Partners
Oklahoma
$466K
BMC
1349
Beaton Management Company
Massachusetts
$465K -$22.2K -100 -4%
SAM
1350
Silphium Asset Management
United Kingdom
$465K +$471K +2,125 New

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.