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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
KBFS
1451
Kohmann Bosshard Financial Services
Ohio
$350K
SAM
1452
Seelaus Asset Management
New Jersey
$349K -$34.9K -155 -9%
PCTC
1453
Perkins Coie Trust Company
Washington
$349K
GAM
1454
Gemmer Asset Management
California
$348K +$21.1K +94 +7%
TNBTD
1455
Trustmark National Bank Trust Department
Mississippi
$348K +$341K +1,516 New
LNB
1456
Ledyard National Bank
$346K
AC
1457
Apella Capital
Connecticut
$346K +$78.2K +348 +30%
DL
1458
DOHJ LLC
Washington
$345K
AWA
1459
Acorn Wealth Advisors
Michigan
$345K +$899 +4 +0.3%
D
1460
Diversified
Delaware
$345K +$338K +1,504 New
SNT
1461
Security National Trust
West Virginia
$344K
SFG
1462
Sovereign Financial Group
Connecticut
$344K
CIG
1463
Cairn Investment Group
Washington
$343K +$337K +1,499 New
BSSFA
1464
Baron Silver Stevens Financial Advisors
Florida
$340K +$334K +1,485 New
GIP
1465
Granite Investment Partners
California
$337K
GCM
1466
Gables Capital Management
Florida
$336K
X
1467
Xponance
Pennsylvania
$333K +$326K +1,450 New
CWM
1468
Calamos Wealth Management
Illinois
$331K -$354K -1,575 -52%
HCM
1469
Hilton Capital Management
New York
$331K
CA
1470
Cornerstone Advisory
Maryland
$330K -$36.2K -161 -10%
RA
1471
RFG Advisory
Alabama
$330K +$113K +504 +54%
BAAM
1472
Baker Avenue Asset Management
California
$329K +$15.1K +67 +5%
CNB
1473
Camden National Bank
Maine
$329K +$114K +509 +55%
CRI
1474
Colonial River Investments
Virginia
$328K -$23.2K -103 -7%
FA
1475
FC Advisory
Pennsylvania
$327K -$8.54K -38 -3%

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.