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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
AF
1801
Arrow Financial
New York
$8K +$7.64K +34 New
PWA
1802
Phoenix Wealth Advisors
North Carolina
$7K
SCA
1803
Stuart Chaussee & Associates
California
$7K +$6.75K +30 New
SL
1804
Savior LLC
Massachusetts
$6K
TCM
1805
Tradewinds Capital Management
Washington
$6K
VRM
1806
Vectors Research Management
New York
$6K
AS
1807
Altshuler Shaham
Israel
$6K +$6.07K +27 New
CWA
1808
Clearview Wealth Advisors
Oregon
$5K -$2.7K -12 -36%
CA
1809
Centerpoint Advisors
Massachusetts
$5K -$1.12K -5 -20%
PWMG
1810
Prestige Wealth Management Group
New Jersey
$5K
RCWMU
1811
Rothschild & Co Wealth Management (UK)
United Kingdom
$5K
MA
1812
Modus Advisors
Minnesota
$5K +$4.5K +20 New
BBHC
1813
Brown Brothers Harriman & Co
New York
$3.22K -$83.6K -372 -3%
FA
1814
Faithward Advisors
Pennsylvania
$3K -$22.5K -100 -90%
GTAM
1815
Global Trust Asset Management
Florida
$3K
MAM
1816
McCarthy Asset Management
California
$3K
GWCM
1817
Godshalk Welsh Capital Management
Pennsylvania
$3K +$219K +975 +8%
CWM
1818
Cedar Wealth Management
California
$2K
HIM
1819
Hillsdale Investment Management
Ontario, Canada
$2K
FIG
1820
FundX Investment Group
California
$1.29K -$13K -58 -0.4%
H
1821
HoyleCohen
California
$1.04K -$27.4K -122 -3%
SAI
1822
Systematic Alpha Investments
New Jersey
$1K
DWA
1823
Delos Wealth Advisors
Texas
$1K +$1.12K +5 New
PI
1824
PEAK6 Investments
Illinois
$1K +$1.12K +5 New
MA
1825
MBA Advisors
Pennsylvania
$707 -$124K -550 -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.