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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
GSEP
1576
Golden State Equity Partners
California
$242K +$237K +1,056 New
CNBTD
1577
Citizens National Bank Trust Department
Mississippi
$241K -$45K -200 -16%
MJRIC
1578
Mogy Joel R Investment Counsel
California
$241K
DBRC
1579
D.B. Root & Company
Pennsylvania
$239K +$235K +1,043 New
WIA
1580
World Investment Advisors
California
$238K -$8.99K -40 -4%
ZIM
1581
Zacks Investment Management
Illinois
$237K -$1.12K -5 -0.5%
JFA
1582
JNBA Financial Advisors
Minnesota
$236K
BFS
1583
Beacon Financial Strategies
North Carolina
$236K +$231K +1,029 New
AMG
1584
Asset Management Group
Connecticut
$235K -$1.8K -8 -0.8%
GCA
1585
Greenwood Capital Associates
South Carolina
$235K
UAS
1586
United Asset Strategies
New York
$234K -$34.9K -155 -13%
FUBT
1587
First United Bank & Trust
Maryland
$234K -$5.62K -25 -2%
NCM
1588
Northwest Capital Management
Oregon
$234K +$225 +1 +0.1%
IWP
1589
Icon Wealth Partners
Texas
$234K +$229K +1,020 New
SXL
1590
Summit X LLC
Missouri
$232K -$10.1K -45 -4%
CL
1591
Cabana LLC
Arkansas
$231K +$227K +1,008 New
JAFL
1592
Jay A. Fishman Ltd
Michigan
$229K -$45K -200 -17%
FGAM
1593
Financial Gravity Asset Management
Texas
$229K -$9.44K -42 -91%
1W
1594
1776 Wealth
Georgia
$229K
BIM
1595
Baldwin Investment Management
Pennsylvania
$229K
BCM
1596
Buckhead Capital Management
Georgia
$229K
DP
1597
Dearborn Partners
Illinois
$229K
KMWM
1598
Keudell/Morrison Wealth Management
Oregon
$229K
OWM
1599
Orgel Wealth Management
Wisconsin
$229K
UMC
1600
United Maritime Capital
New York
$229K

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.