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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
MIM
1676
Macroview Investment Management
Maryland
$149K +$443 +2 +0.3%
KIG
1677
Kessler Investment Group
Indiana
$146K +$148K +667 New
PP
1678
Pacifica Partners
Canada
$144K
HFM
1679
Hartford Financial Management
Connecticut
$141K
FPFS
1680
First Personal Financial Services
North Carolina
$140K
TF
1681
Tompkins Financial
New York
$140K +$142K +642 New
GLLW
1682
Graves Light Lenhart Wealth
Virginia
$138K -$414K -1,869 -75%
DSC
1683
Duncker Streett & Co
Missouri
$138K
VC
1684
Vestor Capital
Illinois
$137K +$6.21K +28 +5%
LWM
1685
Liberty Wealth Management
California
$133K +$46.8K +211 +56%
ETI
1686
Enterprise Trust & Investment
California
$127K
IA
1687
IndexIQ Advisors
New York
$124K -$398K -1,795 -76%
AAP
1688
Arax Advisory Partners
Colorado
$122K -$63.8K -288 -34%
EWM
1689
EPG Wealth Management
Georgia
$121K +$123K +555 New
MIFH
1690
Migdal Insurance & Financial Holdings
Israel
$119K +$120K +543 New
AWM
1691
AllSquare Wealth Management
New York
$118K
FA
1692
Faithward Advisors
Pennsylvania
$114K +$113K +510 +4,636%
SIAP
1693
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K -$26.6K -120 -19%
WC
1694
Westwind Capital
New Mexico
$110K
ARIS
1695
Advanced Research Investment Solutions
California
$107K
TCM
1696
TD Capital Management
Tennessee
$102K +$16K +72 +18%
ME
1697
McIlrath & Eck
Washington
$99K
SC
1698
Sawyer & Company
Massachusetts
$99K
CLOS
1699
Compagnie Lombard Odier SCmA
Switzerland
$98K +$53.2K +240 +114%
LWP
1700
Lumature Wealth Partners
Georgia
$95K +$443 +2 +0.5%

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.