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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
VMPIC
1826
Varma Mutual Pension Insurance Co
Finland
-$533M -2,413,368 Closed
DILIC
1827
Dai-ichi Life Insurance Company
Japan
-$127M -576,000 Closed
AC
1828
Athanor Capital
New York
-$70.3M -318,144 Closed
IMC Chicago
1829
IMC Chicago
Illinois
-$62.6M -283,306 Closed
NCM
1830
Nantahala Capital Management
Connecticut
-$61.5M -273,745 Closed
PCP
1831
P2 Capital Partners
New York
-$53.1M -240,564 Closed
ADIM
1832
Alpha DNA Investment Management
Maryland
-$52M -231,200 Closed
AI
1833
Atom Investors
Texas
-$49.5M -220,004 Closed
GJL
1834
Gendell Jeffrey L
-$44.2M -200,000 Closed
Wolverine Trading
1835
Wolverine Trading
Illinois
-$39.7M -181,884 Closed
SRA
1836
Summit Rock Advisors
New York
-$33.7M -152,585 Closed
B
1837
Barings
North Carolina
-$32.6M -147,775 Closed
PFG
1838
Piershale Financial Group
Illinois
-$29.3M -132,537 Closed
PWPCM
1839
Perella Weinberg Partners Capital Management
New York
-$24.4M -110,653 Closed
AFIMH
1840
American Family Insurance Mutual Holding
Wisconsin
-$17.8M -80,595 Closed
EWP
1841
Engrave Wealth Partners
Texas
-$14.7M -66,531 Closed
MSL
1842
Mackay Shields LLC
New York
-$12.8M -57,800 Closed
LMIM
1843
Lockheed Martin Investment Management
Maryland
-$9.88M -44,700 Closed
FA
1844
Freestate Advisors
Kansas
-$9.51M -43,053 Closed
FFC
1845
Fure Financial Corporation
Minnesota
-$7.93M -35,896 Closed
PI
1846
PFS Investments
Georgia
-$7.85M -35,538 Closed
IAM
1847
Iridian Asset Management
Connecticut
-$7.78M -34,585 Closed
BCIM
1848
British Columbia Investment Management
British Columbia, Canada
-$7.04M -31,869 Closed
GTC
1849
Ghost Tree Capital
New York
-$6.63M -30,000 Closed
FA
1850
FMA Advisory
Pennsylvania
-$6.28M -28,411 Closed

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.