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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
ECG
1501
EPIQ Capital Group
California
$297K +$887 +4 +0.3%
PCMC
1502
Private Capital Management (Colorado)
Colorado
$297K +$59.9K +270 +25%
LC
1503
Lincoln Capital
Nebraska
$296K
SBL
1504
Sargent Bickham Lagudis
Colorado
$296K
AC
1505
Apella Capital
Connecticut
$295K -$35.9K -162 -11%
RA
1506
RFG Advisory
Alabama
$295K -$19.5K -88 -6%
SFG
1507
Sovereign Financial Group
Connecticut
$294K -$47.2K -213 -14%
AC
1508
Asio Capital
Kentucky
$294K
FCA
1509
FLC Capital Advisors
California
$294K
HCM
1510
Horrell Capital Management
Arkansas
$291K -$59.9K -270 -17%
GGS
1511
Galvin Gaustad & Stein
Arizona
$289K -$3.33K -15 -1%
WGCA
1512
Wolf Group Capital Advisors
Virginia
$287K
CBOR
1513
Community Bank of Raymore
Missouri
$286K
SC
1514
Skylands Capital
Wisconsin
$285K -$22.2K -100 -7%
LDB
1515
Lee, Danner & Bass
Tennessee
$284K
SAM
1516
SP Asset Management
California
$284K +$887 +4 +0.3%
JWM
1517
JGP Wealth Management
Oregon
$283K
NDSI
1518
Newman Dignan & Sheerar Inc
Rhode Island
$279K
ZIG
1519
Zuckerman Investment Group
Illinois
$279K
IPW
1520
Inlet Private Wealth
Florida
$279K +$2.22K +10 +0.8%
TNA
1521
True North Advisors
Texas
$277K -$6.65K -30 -2%
KW
1522
KWB Wealth
California
$277K
LHC
1523
Little House Capital
Massachusetts
$277K
HCA
1524
Horan Capital Advisors
Ohio
$275K
FM
1525
Foster & Motley
Ohio
$274K -$4.43K -20 -2%

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.