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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
MFS
1626
McNamara Financial Services
Massachusetts
$210K +$206K +916 New
PCM
1627
Parsons Capital Management
Rhode Island
$209K
FNWM
1628
Financial Network Wealth Management
Utah
$208K +$204K +907 New
BCP
1629
Blue Chip Partners
Michigan
$207K -$35.7K -159 -15%
SFP
1630
Shepherd Financial Partners
Massachusetts
$207K
CCM
1631
Condor Capital Management
New Jersey
$207K +$203K +903 New
HCP
1632
Holt Capital Partners
Texas
$207K +$203K +903 New
VBCG
1633
Valley Brook Capital Group
Pennsylvania
$206K
PMAM
1634
Picton Mahoney Asset Management
Ontario, Canada
$206K +$4.5K +20 +2%
CSIA
1635
Charles Schwab Investment Advisory
California
$206K +$201K +896 New
CDH
1636
Charles D. Hyman
$205K +$201K +892 New
FCIM
1637
Fairview Capital Investment Management
California
$205K +$201K +895 New
WTFG
1638
Wells Trecaso Financial Group
Ohio
$205K +$201K +895 New
SW
1639
SkyOak Wealth
Michigan
$203K
VHAM
1640
Van Hulzen Asset Management
California
$203K +$199K +883 New
ACM
1641
Alamar Capital Management
California
$203K +$199K +886 New
EHC
1642
Everett Harris & Co
California
$203K +$199K +886 New
BBW
1643
Blue Barn Wealth
Utah
$203K +$199K +887 New
SFG
1644
Sowa Financial Group
Rhode Island
$202K +$198K +881 New
JFA
1645
Johanson Financial Advisors
California
$201K +$225 +1 +0.1%
OL
1646
Optas LLC
Texas
$201K +$197K +878 New
BW
1647
Bison Wealth
Georgia
$200K -$622K -2,768 -76%
FFA
1648
Freedman Financial Associates
Massachusetts
$200K +$78.7K +350 +67%
RMC
1649
Resources Management Corp
Connecticut
$196K
ATC
1650
Adirondack Trust Company
New York
$195K +$11K +49 +6%

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.