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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
CPA
1526
Capital Planning Advisors
California
$273K
KFC
1527
Klingenstein Fields & Co
New York
$273K
AG
1528
Algert Global
California
$273K +$277K +1,249 New
FSCM
1529
Front Street Capital Management
Montana
$272K
LWP
1530
Laurel Wealth Planning
Minnesota
$270K +$274K +1,234 New
CSWG
1531
Cardinal Strategic Wealth Guidance
Kentucky
$268K -$27K -122 -9%
NEPPG
1532
New England Professional Planning Group
Rhode Island
$268K +$887 +4 +0.3%
TI
1533
Truepoint Inc
Ohio
$267K -$4.88K -22 -2%
BFIM
1534
Beese Fulmer Investment Management
Ohio
$267K +$271K +1,222 New
MHR
1535
Matthew Hamilton Rosenberg
$266K
ED
1536
Exane Derivatives
France
$266K +$14.9K +67 +6%
CIP
1537
Capital Insight Partners
Arizona
$265K -$23.3K -105 -8%
BSB
1538
Bangor Savings Bank
Maine
$265K -$4.21K -19 -2%
SG
1539
Stonnington Group
California
$264K +$4.43K +20 +2%
AOWM
1540
Alpha Omega Wealth Management
Virginia
$263K
SWM
1541
Stockman Wealth Management
Montana
$260K +$264K +1,190 New
CWP
1542
CFM Wealth Partners
Texas
$258K
MFW
1543
Mosaic Family Wealth
Missouri
$258K
CNB
1544
Camden National Bank
Maine
$257K -$57.4K -259 -18%
KOC
1545
Koss-Olinger Consulting
Florida
$257K -$33K -149 -11%
LAS
1546
Lloyd Advisory Services
Georgia
$257K -$14.4K -65 -5%
CCMG
1547
Clark Capital Management Group
Pennsylvania
$255K +$258K +1,166 New
PFA
1548
Pinnacle Family Advisors
Missouri
$254K -$9M -40,593 -97%
FWM
1549
FSA Wealth Management
Massachusetts
$254K +$222 +1 +0.1%
1WA
1550
180 Wealth Advisors
Washington
$254K +$250K +1,127 New

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.