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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
TI
1526
Truepoint Inc
Ohio
$285K
LAS
1527
Lloyd Advisory Services
Georgia
$284K +$141K +629 +103%
BSB
1528
Bangor Savings Bank
Maine
$282K +$4.27K +19 +2%
KW
1529
KWB Wealth
California
$279K
MHR
1530
Matthew Hamilton Rosenberg
$279K
WAOTB
1531
Wealth Advisors of Tampa Bay
Florida
$278K
AOWM
1532
Alpha Omega Wealth Management
Virginia
$275K
SAM
1533
SP Asset Management
California
$275K +$450 +2 +0.2%
CAMG
1534
CWA Asset Management Group
Florida
$274K +$40.5K +180 +18%
CWP
1535
CFM Wealth Partners
Texas
$271K -$30.8K -137 -10%
MFW
1536
Mosaic Family Wealth
Missouri
$270K
LA
1537
Legacy Advisors
Pennsylvania
$269K -$15.7K -70 -6%
OCAM
1538
Onex Canada Asset Management
Ontario, Canada
$268K -$34.3M -152,393 -99%
TW
1539
TrinityPoint Wealth
Connecticut
$268K -$1.93M -8,595 -88%
FWM
1540
FSA Wealth Management
Massachusetts
$266K
SIM
1541
Stratos Investment Management
Ohio
$265K -$345K -1,534 -57%
GWMIA
1542
Global Wealth Management Investment Advisory
Florida
$264K -$17.1K -76 -6%
GM
1543
Granger Management
New York
$262K
NEPPG
1544
New England Professional Planning Group
Rhode Island
$261K
HWM
1545
Hohimer Wealth Management
Washington
$259K -$13.5K -60 -5%
SG
1546
Stonnington Group
California
$259K
Verition Fund Management
1547
Verition Fund Management
Connecticut
$259K +$253K +1,127 New
GG
1548
Greenwood Gearhart
Arkansas
$258K -$450 -2 -0.2%
AFS
1549
Access Financial Services
Minnesota
$256K
ED
1550
Exane Derivatives
France
$255K +$8.99K +40 +4%

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.