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iShares Russell 2000 ETF
IWM

1,820 hedge funds and large institutions have $72.9B invested in iShares Russell 2000 ETF in 2021 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 692 increasing their positions, 668 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 114

25% more capital invested

Capital invested by funds: $58.4B → $72.9B (+$14.5B)

14% more funds holding in top 10

Funds holding in top 10: 214 → 245 (+31)

5.45% more ownership

Funds ownership: 100.55% → 106% (+5.5%)

4% more funds holding

Funds holding: 1,749 → 1,820 (+71)

4% more repeat investments, than reductions

Existing positions increased: 692 | Existing positions reduced: 668

57% less call options, than puts

Call options by funds: $25B | Put options by funds: $58.4B

Holders
1,820
Holders Change
+71
Holders Change %
+4.06%
% of All Funds
31.96%
Holding in Top 10
245
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+14.49%
% of All Funds
4.3%
New
202
Increased
692
Reduced
668
Closed
114
Calls
$25B
Puts
$58.4B
Net Calls
-$33.5B
Net Calls Change
-$2.85B

Top Buyers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.73B
2
Morgan Stanley
Morgan Stanley
New York
+$1.61B
3
Bank of America
Bank of America
North Carolina
+$1.57B
4
Wells Fargo
Wells Fargo
California
+$1.24B
5
Goldman Sachs
Goldman Sachs
New York
+$710M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$713M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$659M
3
Millennium Management
Millennium Management
New York
-$573M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$553M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$406M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1851
MANA Advisors
New York
– -$1.26M -6,450 Closed
EAM
1852
Erste Asset Management
Austria
– -$1.24M -6,300 Closed
NAM
1853
Nationwide Asset Management
Ohio
– -$1.18M -6,000 Closed
VCM
1854
Virtue Capital Management
Tennessee
– -$1.11M -5,655 Closed
PC
1855
Port Capital
Illinois
– -$1.1M -5,599 Closed
CC
1856
Centiva Capital
New York
– -$1.2M -5,501 Closed
JGC
1857
J. Goldman & Co
New York
– -$1.19M -5,430 Closed
ACM
1858
Alethea Capital Management
Washington
– -$1.03M -5,250 Closed
WVP
1859
Worth Venture Partners
New Jersey
– -$1.02M -5,211 Closed
Marshall Wace
1860
Marshall Wace
United Kingdom
– -$1.03M -4,724 Closed
MAP
1861
Moody Aldrich Partners
Massachusetts
– -$891K -4,543 Closed
BCM
1862
Bourgeon Capital Management
Connecticut
– -$882K -4,500 Closed
CWP
1863
Capital Wealth Planning
Florida
– -$842K -3,917 Closed
HHGC
1864
Hunting Hill Global Capital
New York
– -$765K -3,900 Closed
AS
1865
Altshuler Shaham
Israel
– -$706K -3,601 Closed
CWM
1866
CMH Wealth Management
New Hampshire
– -$680K -3,470 Closed
D
1867
Diversified
Delaware
– -$673K -3,293 Closed
BSAM
1868
Blue Sky Asset Management
Colorado
– -$641K -3,003 Closed
LWM
1869
Laidlaw Wealth Management
New York
– -$547K -2,789 Closed
SAMT
1870
Select Asset Management & Trust
Pennsylvania
– -$511K -2,608 Closed
SSCA
1871
South Shore Capital Advisors
Massachusetts
– -$510K -2,600 Closed
WKWM
1872
Walter & Keenan Wealth Management
Indiana
– -$510K -2,600 Closed
BC
1873
Brookfield Corp
Ontario, Canada
– -$557K -2,552 Closed
APCM
1874
Alaska Permanent Capital Management
Alaska
– -$488K -2,491 Closed
AMC
1875
Asset Management Corp
Illinois
– -$521K -2,385 Closed
73 74
75
76 77

IWM Hedge Fund Activity: Q1 2021 in Review

1,820 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2021, worth a combined $72.9B — up 25% from $58.4B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new IWM positions and 114 closed out — a net gain of 88 holders — while 692 added to existing stakes and 668 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.73B. The largest seller was Citigroup, cutting an estimated $713M.

  • 1,820 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2021, up from 1,749 in Q4 2020.
  • Funds reported $72.9B of iShares Russell 2000 ETF stock for Q1 2021, up 25% quarter-over-quarter.
  • 202 funds opened new iShares Russell 2000 ETF positions in Q1 2021 and 114 closed out, a net change of +88 holders.
  • The largest iShares Russell 2000 ETF buyer in Q1 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.73B added.
  • The largest iShares Russell 2000 ETF seller in Q1 2021 was Citigroup, an estimated $713M sold.

Based on aggregated 13F filings for Q1 2021.