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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
PWM
1476
PBMares Wealth Management
Virginia
$325K -$22.3K -99 -7%
UFF
1477
USA Financial Formulas
Michigan
$324K -$18.4K -82 -5%
SC
1478
Skylands Capital
Wisconsin
$322K -$174K -775 -36%
GCA
1479
Gradient Capital Advisors
California
$321K
VFIC
1480
Valley Forge Investment Consultants
Pennsylvania
$321K
PCMC
1481
Paragon Capital Management (Colorado)
Colorado
$321K +$35.7K +159 +13%
Fuller & Thaler Asset Management
1482
Fuller & Thaler Asset Management
California
$320K +$22K +98 +8%
IWP
1483
IAG Wealth Partners
Wisconsin
$319K -$10.3K -46 -3%
CFO
1484
CVA Family Office
Colorado
$319K +$225 +1 +0.1%
MCM
1485
Murphy Capital Management
New Jersey
$318K +$18.2K +81 +6%
SMFG
1486
Sumitomo Mitsui Financial Group
Japan
$317K -$37.5K -167 -11%
AP
1487
Advisor Partners
California
$317K +$310K +1,380 New
SBL
1488
Sargent Bickham Lagudis
Colorado
$311K -$1.35K -6 -0.4%
TCMP
1489
Thrive Capital Management (Pennsylvania)
Pennsylvania
$310K -$133K -591 -30%
LC
1490
Lincoln Capital
Nebraska
$310K
ECG
1491
EPIQ Capital Group
California
$310K +$450 +2 +0.1%
CSWG
1492
Cardinal Strategic Wealth Guidance
Kentucky
$309K -$30.1K -134 -9%
FCA
1493
FLC Capital Advisors
California
$309K -$19.6K -87 -6%
JCM
1494
Jag Capital Management
Missouri
$309K -$4.5K -20 -1%
AC
1495
Asio Capital
Kentucky
$308K
MC
1496
Martin & Co
Tennessee
$308K +$9.67K +43 +3%
TF
1497
Trek Financial
Arizona
$308K +$89.7K +399 +42%
GGS
1498
Galvin Gaustad & Stein
Arizona
$307K +$27.7K +123 +10%
KOC
1499
Koss-Olinger Consulting
Florida
$304K -$86.6K -385 -23%
WP
1500
WealthShield Partners
North Carolina
$303K +$24.5K +109 +9%

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.