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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
PWM
1351
PRW Wealth Management
Massachusetts
$463K -$343K -1,545 -42%
RB
1352
Renasant Bank
Mississippi
$463K
BCM
1353
Birmingham Capital Management
Alabama
$462K
LSPW
1354
Lake Street Private Wealth
Illinois
$461K +$131K +590 +39%
OSAM
1355
O'Shaughnessy Asset Management
Connecticut
$460K +$20.8K +94 +5%
PCM
1356
Parsons Capital Management
Rhode Island
$460K +$264K +1,190 +130%
STB
1357
S&T Bank
Pennsylvania
$458K +$230K +1,038 +98%
RHBC
1358
R.H. Bluestein & Co
Michigan
$457K +$463K +2,089 New
KL
1359
KWMG LLC
Kansas
$456K -$665 -3 -0.1%
WCM
1360
Wunderlich Capital Managemnt
Tennessee
$455K -$29.5K -133 -6%
YWP
1361
YorkBridge Wealth Partners
New York
$454K +$17.5K +79 +4%
DWM
1362
Doyle Wealth Management
Florida
$453K +$7.09K +32 +2%
FLA
1363
Financial Life Advisors
Texas
$452K
WA
1364
Winfield Associates
Ohio
$451K
CWM
1365
Cahaba Wealth Management
Georgia
$450K +$6.21K +28 +1%
WBC
1366
West Branch Capital
Massachusetts
$449K -$31.5K -142 -6%
PWP
1367
Principle Wealth Partners
Connecticut
$448K
SIM
1368
Sonora Investment Management
Arizona
$447K
GPA
1369
Guidance Point Advisors
Massachusetts
$446K -$2.22K -10 -0.5%
JAG
1370
Journey Advisory Group
Kentucky
$444K -$5.54K -25 -1%
Fisher Asset Management
1371
Fisher Asset Management
Washington
$443K -$415K -1,871 -48%
Luther King Capital Management (LKCM)
1372
Luther King Capital Management (LKCM)
Texas
$439K
CSIC
1373
Clifford Swan Investment Counsel
California
$438K -$2.22K -10 -0.5%
SCM
1374
SCS Capital Management
Massachusetts
$438K
RVPG
1375
Relative Value Partners Group
$436K

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.