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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
UFF
1401
USA Financial Formulas
Michigan
$406K +$98.7K +445 +32%
KCM
1402
Kornitzer Capital Management
Kansas
$405K -$155K -700 -27%
TCWM
1403
Total Clarity Wealth Management
Illinois
$405K +$44.3K +200 +12%
TCOO
1404
Trust Company of Oklahoma
Oklahoma
$405K
Kovitz Investment Group Partners
1405
Kovitz Investment Group Partners
Illinois
$402K -$196K -886 -33%
CCM
1406
Chilton Capital Management
Texas
$402K
EWM
1407
Executive Wealth Management
Michigan
$399K -$27.3K -123 -6%
RMA
1408
Roffman Miller Associates
Pennsylvania
$396K
TWM
1409
Titus Wealth Management
California
$396K +$129K +582 +3%
BA
1410
Birinyi Associates
Connecticut
$395K -$111K -500 -22%
GIM
1411
Goelzer Investment Management
Indiana
$394K -$21.1K -95 -5%
PFA
1412
Professional Financial Advisors
Nebraska
$394K +$47.7K +215 +14%
ISB
1413
Iowa State Bank
Iowa
$393K -$67.8K -306 -15%
PP
1414
Prosperity Planning
Missouri
$393K -$3.55K -16 -0.9%
HCM
1415
Howland Capital Management
Massachusetts
$391K
TVAMP
1416
Tennessee Valley Asset Management Partners
Tennessee
$391K +$396K +1,787 New
WMA
1417
Wealth Management Associates
New Jersey
$386K -$41K -185 -9%
VAS
1418
Vestmark Advisory Solutions
Massachusetts
$385K -$62.3K -281 -14%
CAN
1419
Claraphi Advisory Network
United States
$381K -$23.1K -104 -6%
PAS
1420
Professional Advisory Services
Florida
$380K -$6.65K -30 -2%
IWP
1421
IAG Wealth Partners
Wisconsin
$379K +$75.8K +342 +25%
C
1422
Cliffwater
California
$378K
CB
1423
CNB Bank
Pennsylvania
$378K
LCM
1424
Logan Capital Management
Pennsylvania
$376K
GIA
1425
GHP Investment Advisors
Colorado
$376K +$443 +2 +0.1%

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.