We are live on ! Find out more
IWM icon

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
TC
126
Telemus Capital
Michigan
$43.8M +$1.5M +6,777 +4%
PPFA
127
Provida Pension Fund Administrator
Chile
$43.7M -$1.76M -7,935 -4%
MSR
128
Main Street Research
Connecticut
$43.6M +$3.43M +15,487 +8%
AI
129
Atria Investments
North Carolina
$43.5M +$36.7M +165,561 +499%
FNBT
130
FineMark National Bank & Trust
Florida
$43M -$535K -2,415 -1%
FTUS
131
Flow Traders U.S.
New York
$40.7M +$41.2M +185,880 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$40.6M -$9.63M -43,459 -19%
TRCT
133
Tower Research Capital (TRC)
New York
$39.7M +$40.2M +181,169 +117,642%
GAB
134
German American Bancorp
Indiana
$39.6M +$1.28M +5,779 +3%
State Street
135
State Street
Massachusetts
$39.5M +$1.14M +5,148 +3%
JIC
136
Johnson Investment Counsel
Ohio
$38.6M +$1.62M +7,325 +4%
BFG
137
Barber Financial Group
Kansas
$38.6M -$12.1M -54,388 -24%
SP
138
Stairway Partners
Illinois
$37.8M +$751K +3,388 +2%
CWM
139
CIBC World Markets
New York
$37.1M +$37.6M +169,600 New
WI
140
Wintrust Investments
Illinois
$37M +$3.6M +16,257 +11%
PAM
141
Premier Asset Management
Illinois
$36.9M +$36.8M +166,134 +6,533%
Neuberger Berman Group
142
Neuberger Berman Group
New York
$36.4M -$4.55M -20,537 -11%
KAS
143
Kestra Advisory Services
Texas
$35.8M +$887K +3,999 +3%
FG
144
Foster Group
Iowa
$35.5M -$69.8K -315 -0.2%
FMI
145
Factory Mutual Insurance
Massachusetts
$35.4M
RCIM
146
Red Cedar Investment Management
Michigan
$35M -$3.27M -14,740 -8%
OCM
147
Oribel Capital Management
New York
$34.8M +$35.3M +159,200 New
PAI
148
Pittenger & Anderson Inc
Nebraska
$34.6M +$858K +3,869 +3%
N
149
Nuveen
North Carolina
$32.9M -$22.1M -99,798 -40%
JF
150
Jump Financial
Illinois
$32.8M -$10.2M -45,970 -23%

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.