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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
AP
1726
Advisors Preferred
Maryland
$69K +$56.2K +250 +500%
KFS
1727
Kelly Financial Services
Massachusetts
$65K +$3.35M +14,889 +24,815%
OIS
1728
Okabena Investment Services
Minnesota
$63K
CIM
1729
Contravisory Investment Management
Massachusetts
$62K +$675 +3 +1%
MSFP
1730
Mark Sheptoff Financial Planning
Connecticut
$58K +$225 +1 +0.4%
DOA
1731
D'Orazio & Associates
Virginia
$57K +$56.2K +250 New
PAIM
1732
Punch & Associates Investment Management
Minnesota
$56K -$3.15K -14 -5%
JWBC
1733
John W. Brooker & Co
California
$56K -$450 -2 -0.8%
VNA
1734
Valley National Advisers
Pennsylvania
$56K
Loomis, Sayles & Company
1735
Loomis, Sayles & Company
Massachusetts
$53K -$17.5K -78 -25%
AF
1736
Affiance Financial
Minnesota
$53K
FFC
1737
First Financial Corp
Indiana
$53K
EBA
1738
Eagle Bay Advisors
New York
$53K +$49.2K +219 New
AAMA
1739
Advanced Asset Management Advisors
Ohio
$52K -$27K -120 -35%
FA
1740
Fortis Advisors
Pennsylvania
$52K -$7.2K -32 -12%
CAL
1741
Capital Analysts LLC
Pennsylvania
$52K +$225 +1 +0.4%
DWMG
1742
DB Wealth Management Group
California
$50K
SFC
1743
SYM Financial Corp
Indiana
$49K
RFWA
1744
RPg Family Wealth Advisory
Massachusetts
$48.6K +$47.7K +212 New
CLOS
1745
Compagnie Lombard Odier SCmA
Switzerland
$48K +$47.2K +210 New
CAM
1746
Costello Asset Management
Pennsylvania
$47K
BWL
1747
Bogart Wealth LLC
Virginia
$47K +$46.1K +205 New
HI
1748
Hudock Inc
Pennsylvania
$46K
LWA
1749
Lowe Wealth Advisors
Maryland
$44K
AIM
1750
Anchor Investment Management
South Carolina
$43.4K +$2.25K +10 +6%

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.