We are live on ! Find out more
IWM icon

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
CWM
1551
Cabot Wealth Management
Massachusetts
$255K -$37.1K -165 -13%
BG
1552
Bollard Group
Massachusetts
$255K +$450 +2 +0.2%
LWP
1553
Legacy Wealth Planning
Nevada
$252K +$2.25K +10 +0.9%
CFD
1554
Creative Financial Designs
Indiana
$252K +$30.1K +134 +14%
SGK
1555
Steigerwald Gordon & Koch
Virginia
$252K +$247K +1,099 New
SFPG
1556
Stonebridge Financial Planning Group
Florida
$251K +$185K +821 +287%
AWM
1557
Altavista Wealth Management
North Carolina
$251K +$246K +1,094 New
FSA
1558
Financial Sense Advisors
California
$250K -$215K -955 -47%
PCMC
1559
Private Capital Management (Colorado)
Colorado
$250K +$36.2K +161 +17%
RRCM
1560
Rappaport Reiches Capital Management
Illinois
$250K +$245K +1,089 New
WA
1561
Wealth Alliance
New York
$249K +$244K +1,087 New
CF
1562
Corrigan Financial
Rhode Island
$249K +$13.3K +59 +6%
TCOV
1563
Trust Company of Vermont
Vermont
$247K -$6.75K -30 -3%
SCA
1564
STALEY CAPITAL ADVISERS
Pennsylvania
$247K
MWM
1565
Maltin Wealth Management
New Jersey
$247K +$225 +1 +0.1%
HW
1566
Hedeker Wealth
Illinois
$247K +$243K +1,080 New
RWM
1567
Reston Wealth Management
Virginia
$246K +$450 +2 +0.2%
AC
1568
Annandale Capital
Texas
$245K
BFG
1569
Berger Financial Group
Minnesota
$245K
RP
1570
Rice Partnership
Hawaii
$245K +$14.8K +66 +7%
ML
1571
McAdam LLC
Pennsylvania
$244K +$247K +1,097 New
PFA
1572
Paradigm Financial Advisors
Missouri
$243K -$18.2K -81 -7%
STB
1573
S&T Bank
Pennsylvania
$242K -$13.3K -59 -5%
BST
1574
Bath Savings Trust
Maine
$242K
DIG
1575
DeepCurrents Investment Group
New York
$242K +$237K +1,053 New

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.