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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
TCM
1801
Tradewinds Capital Management
Washington
$6K
CWA
1802
Clearview Wealth Advisors
Oregon
$5K
VRM
1803
Vectors Research Management
New York
$5K
CA
1804
Centerpoint Advisors
Massachusetts
$4K
PWMG
1805
Prestige Wealth Management Group
New Jersey
$4K
RCWMU
1806
Rothschild & Co Wealth Management (UK)
United Kingdom
$4K
MAM
1807
McCarthy Asset Management
California
$3K
BBHC
1808
Brown Brothers Harriman & Co
New York
$2.83K -$247K -1,116 -8%
CWM
1809
Cedar Wealth Management
California
$2K
GTAM
1810
Global Trust Asset Management
Florida
$2K
HIM
1811
Hillsdale Investment Management
Ontario, Canada
$2K
BCMIO
1812
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +9 New
ARMC
1813
American Research & Management Company
Massachusetts
$2K +$2.44K +11 New
SAI
1814
Systematic Alpha Investments
New Jersey
$1K
TD Asset Management
1815
TD Asset Management
Ontario, Canada
-$583M -2,638,363 Closed
CTC (Chicago Trading Company)
1816
CTC (Chicago Trading Company)
Illinois
-$130M -566,742 Closed
NWM
1817
Navigation Wealth Management
Colorado
-$92.2M -401,753 Closed
Squarepoint
1818
Squarepoint
New York
-$56.7M -255,851 Closed
AGM
1819
Alpine Global Management
New York
-$25.2M -110,000 Closed
BAM
1820
Blueshift Asset Management
New Jersey
-$18.9M -82,589 Closed
JMF
1821
Johnson Midwest Financial
Iowa
-$15.9M -69,206 Closed
ETC
1822
Exchange Traded Concepts
Oklahoma
-$15.2M -66,212 Closed
LOAMU
1823
Lombard Odier Asset Management (USA)
New York
-$12.6M -55,000 Closed
Allianz Asset Management
1824
Allianz Asset Management
Germany
-$12.1M -52,640 Closed
KIM
1825
Karpus Investment Management
New York
-$11.6M -50,600 Closed

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.