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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
CDIA
151
Capital Directions Investment Advisors
Georgia
$32.5M -$110K -497 -0.3%
ACB
152
Aristotle Capital Boston
Massachusetts
$32.4M -$10.8M -48,909 -25%
BB
153
Busey Bank
Illinois
$32.2M -$752K -3,391 -2%
BU
154
BBVA USA
Alabama
$32.2M -$2.65M -11,952 -8%
CTB
155
Country Trust Bank
Illinois
$31.8M +$1.84M +8,307 +6%
SYBT
156
Stock Yards Bank & Trust
Kentucky
$31.7M +$684K +3,085 +2%
DLDF
157
Dan L. Duncan Foundation
Texas
$31.5M +$1.08M +4,863 +3%
TI
158
Tidal Investments
Wisconsin
$31.4M -$8.55M -38,564 -21%
Capstone Investment Advisors
159
Capstone Investment Advisors
New York
$30.8M +$28.5M +128,406 +1,025%
PA
160
Parkside Advisors
California
$30.4M +$949K +4,281 +3%
SCM
161
Shapiro Capital Management
Georgia
$30.3M +$26.3M +118,740 +594%
FBB
162
Fulton Breakefield Broenniman
Maryland
$30.2M +$370K +1,671 +1%
AHC
163
Anderson Hoagland & Co
Missouri
$29.8M +$89.6K +404 +0.3%
GLA
164
Great Lakes Advisors
Illinois
$29.4M +$1.61M +7,250 +6%
WTC
165
WhitTier Trust Company
Nevada
$29.3M -$94.9K -428 -0.3%
SIMM
166
Stillwater Investment Management (Minnesota)
Minnesota
$29.3M +$540K +2,438 +2%
TFO
167
Tarbox Family Office
California
$28.5M -$1.29M -5,801 -4%
MML Investors Services
168
MML Investors Services
Massachusetts
$28.3M +$545K +2,458 +2%
Cerity Partners
169
Cerity Partners
New York
$28.2M -$478K -2,155 -2%
ICG
170
InterOcean Capital Group
Tennessee
$28M +$1.25M +5,657 +5%
MLFP
171
MPS Loria Financial Planners
Illinois
$27.9M +$1.19M +5,353 +4%
LGWM
172
Litman Gregory Wealth Management
California
$27.1M +$21.7M +97,832 +373%
SW
173
SVB Wealth
Massachusetts
$26.8M -$2.16M -9,739 -7%
ACM
174
Atika Capital Management
New York
$26.7M +$27M +122,000 New
HTC
175
Hershey Trust Company
Pennsylvania
$26.6M +$25.1M +113,000 +1,299%

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.