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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
SCG
1576
Sonata Capital Group
Washington
$236K +$239K +1,078 New
SCA
1577
STALEY CAPITAL ADVISERS
Pennsylvania
$235K
JFS
1578
JD Financial Services
Pennsylvania
$235K +$238K +1,072 New
BFG
1579
Berger Financial Group
Minnesota
$234K
ADL
1580
Asset Dedication LLC
California
$234K +$51.9K +234 +28%
GM
1581
Granger Management
New York
$233K -$20K -90 -8%
AC
1582
Annandale Capital
Texas
$233K
PFA
1583
Paradigm Financial Advisors
Missouri
$232K
BST
1584
Bath Savings Trust
Maine
$231K
SOW
1585
State of Wyoming
Wyoming
$231K +$50.1K +226 +27%
CNBTD
1586
Citizens National Bank Trust Department
Mississippi
$230K
MJRIC
1587
Mogy Joel R Investment Counsel
California
$230K
PMAM
1588
Picton Mahoney Asset Management
Ontario, Canada
$230K +$33.3K +150 +17%
FMTCOCP
1589
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$228K -$155K -698 -40%
CAL
1590
Capital Advisors Ltd
Ohio
$226K +$95.3K +430 +94%
BHIC
1591
Bassett Hargrove Investment Counsel
Delaware
$225K
JFA
1592
JNBA Financial Advisors
Minnesota
$225K
AMG
1593
Asset Management Group
Connecticut
$224K
GCA
1594
Greenwood Capital Associates
South Carolina
$224K
GIM
1595
Grassi Investment Management
California
$224K +$5.54K +25 +3%
IWS
1596
Insight Wealth Strategies
California
$224K +$13.3K +60 +6%
FTA
1597
Financial & Tax Architects
Missouri
$223K +$226K +1,020 New
Zurich Cantonal Bank
1598
Zurich Cantonal Bank
Switzerland
$223K -$2.59M -11,701 -92%
SGK
1599
Steigerwald Gordon & Koch
Virginia
$223K -$17.5K -79 -7%
CAMG
1600
CWA Asset Management Group
Florida
$220K -$39.5K -178 -15%

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.