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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
EWM
1651
Endurance Wealth Management
Rhode Island
$172K
CIA
1652
Cascade Investment Advisors
Oregon
$171K
LIA
1653
LBMC Investment Advisors
Tennessee
$171K -$165M -745,282 -99%
VCM
1654
Versant Capital Management
Arizona
$169K -$14.9K -67 -8%
SMFG
1655
Sumitomo Mitsui Financial Group
Japan
$168K -$135K -611 -44%
JWM
1656
Janiczek Wealth Management
Colorado
$168K -$1.11K -5 -0.6%
PCA
1657
Providence Capital Advisors
North Carolina
$167K +$169K +763 New
WAS
1658
Winch Advisory Services
Wisconsin
$165K
BCM
1659
Bourgeon Capital Management
Connecticut
$163K +$48.8K +220 +42%
RMC
1660
Resources Management Corp
Connecticut
$161K -$26.6K -120 -14%
TFA
1661
Toth Financial Advisory
Virginia
$161K -$4.88K -22 -3%
First Manhattan
1662
First Manhattan
New York
$161K +$52.1K +235 +47%
CYG
1663
Clean Yield Group
Vermont
$159K
PP
1664
PDS Planning
Ohio
$157K
CHA
1665
Carmichael Hill & Associates
Maryland
$156K
WFA
1666
WestHill Financial Advisors
California
$156K +$158K +712 New
LPWM
1667
Lake Point Wealth Management
Texas
$153K
LPIC
1668
LeJeune Puetz Investment Counsel
Michigan
$153K
MWM
1669
Mascoma Wealth Management
New Hampshire
$153K +$155K +701 New
PP
1670
PrairieView Partners
Minnesota
$152K -$4.43K -20 -3%
HFS
1671
Hantz Financial Services
Michigan
$152K
FCB
1672
First Command Bank
Texas
$151K -$14.6K -66 -9%
FCFS
1673
First Command Financial Services
Texas
$151K -$14.6K -66 -9%
RE
1674
RBC Europe
United Kingdom
$150K
FWC
1675
First Washington Corp
Washington
$149K

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.