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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
FMW
1551
Farr Miller & Washington
District of Columbia
$252K +$255K +1,152 New
EFG
1552
Everhart Financial Group
Ohio
$252K +$256K +1,155 New
HWM
1553
Hohimer Wealth Management
Washington
$250K +$2.44K +11 +1%
VBFP
1554
Valtinson Bruner Financial Planning
Minnesota
$248K -$1.89M -8,543 -89%
GG
1555
Greenwood Gearhart
Arkansas
$248K +$2.22K +10 +0.9%
TCOV
1556
Trust Company of Vermont
Vermont
$247K +$11.1K +50 +5%
LA
1557
Legacy Advisors
Pennsylvania
$246K -$9.98K -45 -4%
OWM
1558
Orgel Wealth Management
Wisconsin
$246K +$27.5K +124 +12%
PIA
1559
Powell Investment Advisors
Florida
$244K -$179K -808 -42%
BG
1560
Bollard Group
Massachusetts
$244K +$443 +2 +0.2%
HW
1561
Hedeker Wealth
Illinois
$244K +$8.42K +38 +4%
CWM
1562
Cabot Wealth Management
Massachusetts
$243K
APW
1563
Austin Private Wealth
Texas
$243K +$247K +1,112 New
RP
1564
Rice Partnership
Hawaii
$241K +$7.98K +36 +3%
LWP
1565
Legacy Wealth Planning
Nevada
$240K
GSEP
1566
Golden State Equity Partners
California
$240K +$8.65K +39 +4%
RMCM
1567
Reynders McVeigh Capital Management
Massachusetts
$240K +$244K +1,099 New
AWM
1568
Altavista Wealth Management
North Carolina
$239K
RWG
1569
Ratio Wealth Group
Colorado
$239K +$242K +1,092 New
RRCM
1570
Rappaport Reiches Capital Management
Illinois
$238K
TCMP
1571
Thrive Capital Management (Pennsylvania)
Pennsylvania
$238K -$57.9K -261 -19%
CF
1572
Corrigan Financial
Rhode Island
$237K -$222 -1 -0.1%
ML
1573
McAdam LLC
Pennsylvania
$236K -$4.21K -19 -2%
NCM
1574
Northwest Capital Management
Oregon
$236K -$4.21K -19 -2%
MWM
1575
Maltin Wealth Management
New Jersey
$236K +$443 +2 +0.2%

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.