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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
SC
1701
Sawyer & Company
Massachusetts
$103K
CCM
1702
Cribstone Capital Management
Maine
$100K
LWP
1703
Lumature Wealth Partners
Georgia
$100K
EAM
1704
Eukles Asset Management
Ohio
$98K +$87.9K +391 +1,086%
EWM
1705
Elmwood Wealth Management
California
$97K
NOI
1706
Newton One Investments
Delaware
$97K +$225 +1 +0.2%
Federated Hermes
1707
Federated Hermes
Pennsylvania
$95K +$72.2K +321 +338%
PCFFS
1708
Pacific Center for Financial Services
California
$94K
RCM
1709
Rain Capital Management
Oregon
$92K +$225 +1 +0.3%
TCM
1710
TD Capital Management
Tennessee
$90K +$5.4K +24 +6%
LWM
1711
Liberty Wealth Management
California
$87K +$225 +1 +0.3%
GFPC
1712
Global Financial Private Client
Florida
$84.2K -$5.62K -25 -6%
GM
1713
GeoWealth Management
Illinois
$83K -$2.62M -11,670 -97%
ECM
1714
Engine Capital Management
New York
$81K
CCP
1715
Clarkston Capital Partners
Michigan
$80K -$56.2K -250 -42%
FF
1716
FourThought Financial
Florida
$79K -$4.27K -19 -5%
AW
1717
Avion Wealth
Texas
$77K
TA
1718
Tectonic Advisors
Texas
$77K +$33.7K +150 +80%
WFA
1719
West Financial Advisors
Iowa
$76K
FPB
1720
First PREMIER Bank
South Dakota
$76K +$70.8K +315 +1,658%
PIP
1721
Peachtree Investment Partners
Florida
$74K -$56K -249 -44%
DAM
1722
Delta Asset Management
Tennessee
$72K -$10.1K -45 -13%
RTC
1723
Riverview Trust Company
Washington
$72K
HH
1724
HWG Holdings
Texas
$71K -$614K -2,730 -90%
WWMSC
1725
Wagner Wealth Management (South Carolina)
South Carolina
$71K -$67.5K -300 -49%

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.