We are live on ! Find out more
IWM icon

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
AF
1776
Arrow Financial
New York
$18K +$11.1K +50 +147%
ASBI
1777
American State Bank (Iowa)
Iowa
$17.1K
TCWA
1778
Ten Capital Wealth Advisors
Washington
$17K -$670K -3,024 -97%
AFS
1779
Annapolis Financial Services
Maryland
$17K
Macquarie Group
1780
Macquarie Group
Australia
$17K +$17.1K +77 New
WAM
1781
Wolverine Asset Management
Illinois
$16K +$1.77K +8 +12%
HFA
1782
HC Financial Advisors
California
$15K
HC
1783
Hoese & Co
Minnesota
$15K
SA
1784
SRH Advisors
Kansas
$15K
KFS
1785
Kelly Financial Services
Massachusetts
$14.3K -$3.3M -14,884 -100%
PA
1786
PSI Advisors
Florida
$14K +$13.7K +62 New
LF
1787
Lee Financial
Texas
$13K
TAM
1788
Tucker Asset Management
Colorado
$12.1K -$5.54K -25 -32%
NSB
1789
Norway Savings Bank
Maine
$11K
GI
1790
Gradient Investments
Minnesota
$10K
CP
1791
Corbenic Partners
Pennsylvania
$9K
FRA
1792
Front Row Advisors
California
$9K
FEG
1793
Financial Enhancement Group
Indiana
$8K -$10.2K -46 -57%
WOC
1794
West Oak Capital
California
$8K +$7.76K +35 New
BAM
1795
Bellevue Asset Management
Washington
$7K -$7.76K -35 -52%
IPW
1796
IronBridge Private Wealth
Texas
$7K
MIM
1797
MTM Investment Management
South Carolina
$7K
SCA
1798
Stuart Chaussee & Associates
California
$7K
CPWM
1799
Cypress Point Wealth Management
Texas
$7K +$6.87K +31 New
SSCA
1800
South Shore Capital Advisors
Massachusetts
$7K +$7.32K +33 New

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.