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
AAP
1651
Arax Advisory Partners
Colorado
$194K +$190K +844 New
VCM
1652
Versant Capital Management
Arizona
$193K -$51.5K -229 -21%
RBC
1653
Roble Belko & Company
Pennsylvania
$192K
ADL
1654
Asset Dedication LLC
California
$192K +$25.6K +114 +16%
SOW
1655
State of Wyoming
Wyoming
$190K -$12.8M -57,062 -99%
EWM
1656
Endurance Wealth Management
Rhode Island
$180K -$22.5K -100 -11%
CIA
1657
Cascade Investment Advisors
Oregon
$179K
JWM
1658
Janiczek Wealth Management
Colorado
$178K +$33.3K +148 +24%
TFA
1659
Toth Financial Advisory
Virginia
$174K +$675 +3 +0.4%
FCB
1660
First Command Bank
Texas
$173K -$29.2K -130 -15%
FCFS
1661
First Command Financial Services
Texas
$173K -$29.2K -130 -15%
WAS
1662
Winch Advisory Services
Wisconsin
$173K +$2.92K +13 +2%
CIR
1663
Clear Investment Research
Georgia
$167K -$51.7K -230 -24%
CYG
1664
Clean Yield Group
Vermont
$166K +$163K +725 New
CHA
1665
Carmichael Hill & Associates
Maryland
$164K -$39.3K -175 -20%
PP
1666
PrairieView Partners
Minnesota
$164K
PP
1667
PDS Planning
Ohio
$164K +$225 +1 +0.1%
PSIWM
1668
Paradigm Strategies in Wealth Management
Minnesota
$162K
EARNEST Partners
1669
EARNEST Partners
Georgia
$162K +$23.2K +103 +17%
LPIC
1670
LeJeune Puetz Investment Counsel
Michigan
$161K
LPWM
1671
Lake Point Wealth Management
Texas
$160K +$157K +698 New
HFS
1672
Hantz Financial Services
Michigan
$159K -$4.5K -20 -3%
RE
1673
RBC Europe
United Kingdom
$157K +$22.5K +100 +17%
PC
1674
Permanens Capital
New York
$157K +$1.12K +5 +0.7%
FWC
1675
First Washington Corp
Washington
$156K

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.