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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
CC
1426
Claybrook Capital
Massachusetts
$378K +$370K +1,646 New
BC
1427
Burleson & Co
California
$375K -$2.47K -11 -0.7%
DWM
1428
Darwin Wealth Management
Florida
$373K -$19.1K -85 -5%
APSP
1429
Asset Planning Services (Pennsylvania)
Pennsylvania
$373K -$18.9K -84 -5%
JFGLC
1430
Johnson Financial Group LLC (Colorado)
Colorado
$373K +$365K +1,625 New
AWMT
1431
AAFMAA Wealth Management & Trust
North Carolina
$372K
CT
1432
Cambridge Trust
Massachusetts
$371K -$81.6K -363 -18%
BWP
1433
Baldwin Wealth Partners
Massachusetts
$369K +$51.3K +228 +17%
BWM
1434
Baystate Wealth Management
Massachusetts
$369K +$255K +1,136 +241%
MSAGDF
1435
Moneda SA Administradora General de Fondos
Chile
$367K -$333K -1,480 -48%
SCP
1436
Syntal Capital Partners
Texas
$367K
P
1437
&Partners
Tennessee
$367K +$11.2K +50 +3%
HCM
1438
Horrell Capital Management
Arkansas
$367K +$283K +1,260 +373%
FIB
1439
First Interstate Bank
Montana
$366K +$359K +1,597 New
TWA
1440
TCI Wealth Advisors
Arizona
$365K -$58.7K -261 -14%
PFA
1441
Professional Financial Advisors
Nebraska
$364K -$35.5K -158 -9%
BWM
1442
BerganKDV Wealth Management
Minnesota
$364K
EWG
1443
Executive Wealth Group
Washington
$363K +$450 +2 +0.1%
BA
1444
Baugh & Associates
Georgia
$362K
NCM
1445
Noesis Capital Mangement
Florida
$359K +$60.7K +270 +19%
IFA
1446
Interactive Financial Advisors
Illinois
$357K -$62.1K -276 -15%
NIM
1447
Northeast Investment Management
Massachusetts
$356K
UWPG
1448
Ullmann Wealth Partners Group
Florida
$355K -$31.7K -141 -8%
CSPIA
1449
Cary Street Partners Investment Advisory
Virginia
$353K +$11.2K +50 +3%
LSPW
1450
Lake Street Private Wealth
Illinois
$351K

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.