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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
PHK
1826
Point72 Hong Kong
Hong Kong
-$10.3M -46,364 Closed
JWCA
1827
J.W. Cole Advisors
Florida
-$10.3M -45,068 Closed
CFA
1828
Camarda Financial Advisors
Florida
-$9.72M -42,358 Closed
CA
1829
Cumberland Advisors
Florida
-$9.15M -39,883 Closed
BCM
1830
Bayesian Capital Management
New York
-$8.86M -38,615 Closed
FSA
1831
Financial Services Advisory
Maryland
-$8.02M -34,946 Closed
DIM
1832
Delta Investment Management
California
-$7.82M -34,081 Closed
AWC
1833
Abundance Wealth Counselors
Pennsylvania
-$7.61M -33,184 Closed
AC
1834
Aristides Capital
Kentucky
-$7.05M -30,750 Closed
AWM
1835
Accurate Wealth Management
Florida
-$5.74M -25,006 Closed
WC
1836
Wealth CMT
New Jersey
-$5.7M -24,837 Closed
SPP
1837
Single Point Partners
Massachusetts
-$5.1M -22,245 Closed
Optiver Holding
1838
Optiver Holding
Netherlands
-$4.58M -20,819 Closed
CGIM
1839
Cannon Global Investment Management
Florida
-$3.9M -17,000 Closed
BCL
1840
Bracebridge Capital LLC
Massachusetts
-$3.81M -16,625 Closed
RA
1841
RiverTree Advisors
Florida
-$3.66M -15,976 Closed
GCL
1842
Glazer Capital LLC
New York
-$138K -14,111 Closed
FIG
1843
FundX Investment Group
California
-$1.29K -13,928 Closed
TCBWMS
1844
Texas Capital Bank Wealth Management Services
Texas
-$2.61M -11,388 Closed
WA
1845
Wealthstar Advisors
Texas
-$2.42M -10,528 Closed
BSG
1846
Black Swift Group
Colorado
-$2.41M -10,500 Closed
GCM
1847
Glaxis Capital Management
Florida
-$2.29M -10,000 Closed
RCM
1848
Radnor Capital Management
Pennsylvania
-$2.22M -9,667 Closed
AIM
1849
Astor Investment Management
Illinois
-$2.17M -9,437 Closed
E
1850
Ergoteles
New York
-$1.9M -8,287 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.