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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
FFA
1726
Founders Financial Alliance
North Carolina
$57K -$44.3K -200 -44%
BMD
1727
Better Money Decisions
New Mexico
$56K +$22.4K +101 +66%
DOA
1728
D'Orazio & Associates
Virginia
$55K
MSFP
1729
Mark Sheptoff Financial Planning
Connecticut
$55K
AAMA
1730
Advanced Asset Management Advisors
Ohio
$55K +$5.76K +26 +12%
JWBC
1731
John W. Brooker & Co
California
$54K
PAIM
1732
Punch & Associates Investment Management
Minnesota
$54K
VNA
1733
Valley National Advisers
Pennsylvania
$54K
FFC
1734
First Financial Corp
Indiana
$52K +$1.55K +7 +3%
PIP
1735
Peachtree Investment Partners
Florida
$51K -$20K -90 -28%
AF
1736
Affiance Financial
Minnesota
$50K
CAL
1737
Capital Analysts LLC
Pennsylvania
$50K
SFC
1738
SYM Financial Corp
Indiana
$50K +$2.88K +13 +6%
DWA
1739
Dougherty Wealth Advisers
Minnesota
$49K +$49.4K +223 New
DWMG
1740
DB Wealth Management Group
California
$48K
RFWA
1741
RPg Family Wealth Advisory
Massachusetts
$46.4K
BWL
1742
Bogart Wealth LLC
Virginia
$45K
CAM
1743
Costello Asset Management
Pennsylvania
$45K
CFG
1744
CKW Financial Group
Hawaii
$44K -$57.4K -259 -57%
HI
1745
Hudock Inc
Pennsylvania
$43K -$665 -3 -1%
LWA
1746
Lowe Wealth Advisors
Maryland
$42K
AIM
1747
Anchor Investment Management
South Carolina
$41.3K
SFA
1748
Semmax Financial Advisors
North Carolina
$41K
GI
1749
GS Investments
Minnesota
$39K +$39.9K +180 New
EARNEST Partners
1750
EARNEST Partners
Georgia
$37K -$119K -539 -76%

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.