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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
KPW
1426
Kore Private Wealth
New York
$375K -$4.21M -18,992 -92%
TA
1427
Trellis Advisors
Washington
$373K
CA
1428
Cullinan Associates
Kentucky
$372K +$377K +1,700 New
MAS
1429
Madden Advisory Services
Florida
$371K -$4.66K -21 -1%
JC
1430
JB Capital
Connecticut
$370K +$374K +1,689 New
SAM
1431
S.A. Mason
Michigan
$369K
AAS
1432
Annex Advisory Services
Wisconsin
$369K +$2.44K +11 +0.7%
Vontobel Holding
1433
Vontobel Holding
Switzerland
$366K -$572K -2,578 -61%
NCM
1434
Noesis Capital Mangement
Florida
$365K
KBFS
1435
Kohmann Bosshard Financial Services
Ohio
$365K +$31.7K +143 +9%
GWMIA
1436
Global Wealth Management Investment Advisory
Florida
$365K +$115K +517 +45%
PK
1437
Pflug Koory
Nebraska
$364K
SAG
1438
Spotlight Asset Group
Illinois
$362K -$124K -560 -25%
MG
1439
McCutchen Group
Washington
$362K
TC
1440
Trilogy Capital
California
$361K -$31K -140 -8%
SFG
1441
SevenBridge Financial Group
Pennsylvania
$360K
Betterment LLC
1442
Betterment LLC
New York
$357K -$33.7K -152 -9%
BC
1443
Burleson & Co
California
$357K
CSPIA
1444
Cary Street Partners Investment Advisory
Virginia
$357K +$20.6K +93 +6%
JFGLC
1445
Johnson Financial Group LLC (Colorado)
Colorado
$355K
FIB
1446
First Interstate Bank
Montana
$354K +$4.43K +20 +1%
DWM
1447
Darwin Wealth Management
Florida
$351K -$4.43K -20 -1%
MSAGDF
1448
Moneda SA Administradora General de Fondos
Chile
$350K
P
1449
&Partners
Tennessee
$350K
TWA
1450
TCI Wealth Advisors
Arizona
$348K -$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.