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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
TFA
1626
TPG Financial Advisors
Oregon
$208K +$222 +1 +0.1%
BDWCC
1627
B&D White Capital Company
Texas
$208K +$211K +954 New
ANBT
1628
American National Bank & Trust
Texas
$207K -$79.4K -358 -27%
NF
1629
Nikulski Financial
Iowa
$207K
JFA
1630
Johanson Financial Advisors
California
$207K +$5.1K +23 +2%
BFS
1631
Beacon Financial Strategies
North Carolina
$206K -$19.7K -89 -9%
TCM
1632
Traynor Capital Management
Pennsylvania
$205K -$185K -835 -47%
OFA
1633
Oak Family Advisors
Illinois
$205K -$7.76K -35 -4%
IDA
1634
Intelligence Driven Advisers
California
$205K +$206K +927 New
WAS
1635
WESPAC Advisors SoCal
California
$204K -$466K -2,100 -69%
RWM
1636
Reston Wealth Management
Virginia
$202K -$32.8K -148 -14%
AIA
1637
Armor Investment Advisors
North Carolina
$202K
CAM
1638
CenterStar Asset Management
Illinois
$202K
SFP
1639
Shepherd Financial Partners
Massachusetts
$202K +$4.43K +20 +2%
AWM
1640
Aevitas Wealth Management
Massachusetts
$202K +$205K +924 New
AFG
1641
Albion Financial Group
Utah
$200K
MFS
1642
McNamara Financial Services
Massachusetts
$200K
WWM
1643
Wolff Wiese Magana
California
$198K +$78.7K +355 +64%
ATC
1644
Adirondack Trust Company
New York
$194K
CIR
1645
Clear Investment Research
Georgia
$194K +$35K +158 +22%
BW
1646
Bison Wealth
Georgia
$191K
SSA
1647
Schonfeld Strategic Advisors
New York
$183K -$881K -3,976 -83%
RBC
1648
Roble Belko & Company
Pennsylvania
$183K
BCV
1649
Banque Cantonale Vaudoise
Switzerland
$180K -$2.98M -13,427 -94%
CFD
1650
Creative Financial Designs
Indiana
$176K -$65K -293 -27%

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.