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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
EWG
1451
Executive Wealth Group
Washington
$347K +$1.11K +5 +0.3%
BWM
1452
BerganKDV Wealth Management
Minnesota
$347K
GAM
1453
Gemmer Asset Management
California
$347K +$15.1K +68 +4%
BA
1454
Baugh & Associates
Georgia
$345K
GCM
1455
Gables Capital Management
Florida
$345K +$24.6K +111 +8%
SNT
1456
Security National Trust
West Virginia
$344K
NIM
1457
Nicollet Investment Management
Minnesota
$343K -$651K -2,935 -65%
SXL
1458
Summit X LLC
Missouri
$343K +$58.1K +262 +26%
RIS
1459
Retirement Income Solutions
Michigan
$342K -$162K -731 -32%
APSP
1460
Asset Planning Services (Pennsylvania)
Pennsylvania
$342K -$14K -63 -4%
MAWCM
1461
Mine & Arao Wealth Creation & Management
California
$341K -$44.3K -200 -11%
KTC
1462
Kistler-Tiffany Companies
Pennsylvania
$339K -$142K -642 -29%
BB
1463
Berkshire Bank
Massachusetts
$339K -$54.3K -245 -14%
AWMT
1464
AAFMAA Wealth Management & Trust
North Carolina
$339K -$16.2K -73 -5%
NIM
1465
Northeast Investment Management
Massachusetts
$339K
UWPG
1466
Ullmann Wealth Partners Group
Florida
$339K
CC
1467
Cypress Capital
Tennessee
$339K +$343K +1,548 New
RC
1468
Roundview Capital
New Jersey
$336K +$341K +1,538 New
PCTC
1469
Perkins Coie Trust Company
Washington
$333K
AWA
1470
Acorn Wealth Advisors
Michigan
$331K +$2.44K +11 +0.7%
LNB
1471
Ledyard National Bank
$330K
EW
1472
Element Wealth
Mississippi
$327K -$5.83M -26,314 -95%
TNBTD
1473
Trustmark National Bank Trust Department
Mississippi
$327K -$4.21K -19 -1%
T
1474
TNF
Montana
$326K +$330K +1,489 New
BSSFA
1475
Baron Silver Stevens Financial Advisors
Florida
$324K

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.