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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
SFA
1751
Semmax Financial Advisors
North Carolina
$43K +$225 +1 +0.5%
AWM
1752
Accel Wealth Management
Iowa
$39K
BFA
1753
Brendel Financial Advisors
New Hampshire
$39K +$38.2K +170 New
DAC
1754
Dividend Assets Capital
South Carolina
$38K
FI
1755
FormulaFolio Investments
Michigan
$38K
TRCT
1756
Tower Research Capital (TRC)
New York
$35K -$72.4M -322,220 -100%
BMD
1757
Better Money Decisions
New Mexico
$35K
GWSG
1758
GPS Wealth Strategies Group
Colorado
$35K +$2.02K +9 +6%
CICI
1759
Capital Investment Counsel Inc
North Carolina
$34K
FWM
1760
Filbrandt Wealth Management
Wisconsin
$34K
EBSAM
1761
Eubel Brady & Suttman Asset Management
Ohio
$33K +$33.3K +148 New
LDFR
1762
Lehman & Derafelo Financial Resources
Pennsylvania
$32K
RCA
1763
Ranch Capital Advisors
Florida
$32K
SFP
1764
Sterling Financial Planning
New Jersey
$32K +$225 +1 +0.7%
PA
1765
Perennial Advisors
New York
$31K
TC
1766
Truvestments Capital
Florida
$31K +$6.97K +31 +29%
HCP
1767
Hexagon Capital Partners
Arkansas
$31K +$25.2K +112 +448%
FWM
1768
Focused Wealth Management
New York
$30K
JPLA
1769
Joseph P. Lucia & Associates
New York
$28K
LGWM
1770
Litman Gregory Wealth Management
California
$26.3K -$15.4M -68,506 -72%
BA
1771
Bellwether Advisors
Nebraska
$24K
FCA
1772
FinTrust Capital Advisors
South Carolina
$23K -$13.5K -60 -37%
TFM
1773
TFC Financial Management
Massachusetts
$23K +$8.99K +40 +68%
AW
1774
Alaethes Wealth
Nevada
$23K +$22.5K +100 New
HIM
1775
HawsGoodwin Investment Management
Tennessee
$22K -$3.82K -17 -15%

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.