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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
SPWG
1776
Sage Private Wealth Group
Illinois
$21K
CP
1777
Covenant Partners
Tennessee
$20K
FEG
1778
Financial Enhancement Group
Indiana
$19K +$18.2K +81 New
PSB
1779
Piscataqua Savings Bank
New Hampshire
$18K
ASBI
1780
American State Bank (Iowa)
Iowa
$17.9K
TAM
1781
Tucker Asset Management
Colorado
$17.9K +$10.1K +45 +136%
AFS
1782
Annapolis Financial Services
Maryland
$17K -$75.8K -337 -82%
HFA
1783
HC Financial Advisors
California
$16K
SA
1784
SRH Advisors
Kansas
$16K
WAM
1785
Wolverine Asset Management
Illinois
$15K -$41.2M -183,342 -100%
AP
1786
Arlington Partners
Alabama
$15K
BAM
1787
Bellevue Asset Management
Washington
$15K +$4.72K +21 +46%
HC
1788
Hoese & Co
Minnesota
$15K +$15.1K +67 New
LF
1789
Lee Financial
Texas
$14K
AIG
1790
American International Group
New York
$13.6K +$8.59M +38,200 +179%
RA
1791
Resolute Advisors
California
$13K +$12.1K +54 New
KJHP
1792
K.J. Harrison & Partners
Ontario, Canada
$11.3K -$1.88M -8,340 -14%
NSB
1793
Norway Savings Bank
Maine
$11K
FAM
1794
Fred Alger Management
New York
$11K +$10.6K +47 New
MFG
1795
Monumental Financial Group
Maryland
$11K +$11.2K +50 New
GI
1796
Gradient Investments
Minnesota
$10K -$169K -752 -94%
FRA
1797
Front Row Advisors
California
$9K
CP
1798
Corbenic Partners
Pennsylvania
$9K +$3.37K +15 +60%
IPW
1799
IronBridge Private Wealth
Texas
$8K
MIM
1800
MTM Investment Management
South Carolina
$8K

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.