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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
MIM
1676
Macroview Investment Management
Maryland
$156K
HFM
1677
Hartford Financial Management
Connecticut
$148K +$450 +2 +0.3%
FPFS
1678
First Personal Financial Services
North Carolina
$147K +$74.6K +332 +108%
PP
1679
Pacifica Partners
Canada
$146K +$78.7K +350 +119%
DSC
1680
Duncker Streett & Co
Missouri
$144K
SIAP
1681
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$143K
GCL
1682
Glazer Capital LLC
New York
$138K +$3.17M +14,111 New
VC
1683
Vestor Capital
Illinois
$137K +$10.6K +47 +9%
ETI
1684
Enterprise Trust & Investment
California
$133K
GA
1685
GoalVest Advisory
New York
$130K
WWM
1686
Wolff Wiese Magana
California
$126K
EPM
1687
Elm Partners Management
Pennsylvania
$125K
GCA
1688
Genesee Capital Advisors
New York
$125K +$122K +544 New
IA
1689
IAM Advisory
Pennsylvania
$125K +$122K +544 New
AWM
1690
AllSquare Wealth Management
New York
$124K
BCM
1691
Bourgeon Capital Management
Connecticut
$121K +$118K +526 New
WC
1692
Westwind Capital
New Mexico
$115K -$10.3K -46 -8%
First Manhattan
1693
First Manhattan
New York
$115K
PMAS
1694
PNC Managed Account Solutions
Texas
$113K +$111K +492 New
ARIS
1695
Advanced Research Investment Solutions
California
$112K
CFG
1696
CKW Financial Group
Hawaii
$106K +$103K +456 New
CAL
1697
Capital Advisors Ltd
Ohio
$105K
FFA
1698
Founders Financial Alliance
North Carolina
$105K +$43.4K +193 +73%
ME
1699
McIlrath & Eck
Washington
$104K
ITFISA
1700
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$103K +$33.7K +150 +50%

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.