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
WSC
1601
Wellington Shields & Co
New York
$229K
GIM
1602
Grassi Investment Management
California
$229K +$2.25K +10 +1%
TC
1603
Tenret Company
Florida
$229K +$225K +1,000 New
GHA
1604
GW Henssler & Associates
Georgia
$226K
BHIC
1605
Bassett Hargrove Investment Counsel
Delaware
$225K +$220K +979 New
HBT
1606
Hills Bank & Trust
Iowa
$224K
LPT
1607
Legacy Private Trust
Wisconsin
$223K
SA
1608
Shilanski & Associates
Alaska
$223K +$1.8K +8 +0.8%
AWA
1609
Arete Wealth Advisors
Illinois
$223K +$230K +1,021 +58%
OFA
1610
Oak Family Advisors
Illinois
$222K
PCM
1611
Penn Capital Management
Pennsylvania
$222K +$218K +970 New
TLFA
1612
True Link Financial Advisors
California
$221K -$31.7K -141 -13%
IWS
1613
Insight Wealth Strategies
California
$221K +$216K +962 New
BOH
1614
Bank of Hawaii
Hawaii
$220K -$2.25K -10 -1%
CIP
1615
Chartwell Investment Partners
Pennsylvania
$220K
GF
1616
Gries Financial
Ohio
$220K +$225 +1 +0.1%
TFA
1617
TPG Financial Advisors
Oregon
$217K -$36.9K -164 -15%
UCMOK
1618
United Capital Management of KS
Kansas
$216K -$44.5K -198 -17%
PIA
1619
Perennial Investment Advisors
California
$215K
KAM
1620
Knightsbridge Asset Management
California
$215K +$211K +939 New
ACA
1621
Aptus Capital Advisors
Alabama
$214K +$62.3K +277 +37%
DGI
1622
Disciplined Growth Investors
Minnesota
$213K +$208K +927 New
AIA
1623
Armor Investment Advisors
North Carolina
$212K
NF
1624
Nikulski Financial
Iowa
$210K
AFG
1625
Albion Financial Group
Utah
$210K +$206K +916 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.