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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
1851
Ally Financial
Michigan
-$5.08M -23,000 Closed
HIP
1852
Harrell Investment Partners
Texas
-$4.28M -19,369 Closed
YCM
1853
Yost Capital Management
Texas
-$4.2M -19,000 Closed
DS
1854
DRW Securities
Illinois
-$3.67M -16,603 Closed
BAM
1855
Bruderman Asset Management
New York
-$3M -13,556 Closed
SC
1856
Shay Capital
New York
-$2.25M -10,000 Closed
Renaissance Technologies
1857
Renaissance Technologies
New York
-$2.14M -9,700 Closed
PIM
1858
Parker Investment Management
California
-$2.02M -9,120 Closed
CM
1859
Columbus Macro
Pennsylvania
-$1.73M -7,827 Closed
NIM
1860
NuWave Investment Management
New Jersey
-$1.57M -7,097 Closed
WIA
1861
Wealthstreet Investment Advisors
Texas
-$1.56M -7,067 Closed
FNB
1862
Farmers National Bank
Kentucky
-$1.51M -6,850 Closed
FC
1863
Ferris Capital
Massachusetts
-$1.5M -6,770 Closed
LC
1864
Lavaca Capital
Texas
-$1.39M -6,200 Closed
PWPS
1865
Pinnacle Wealth Planning Services
Ohio
-$1.35M -5,992 Closed
SWA
1866
Sax Wealth Advisors
New Jersey
-$1.13M -5,105 Closed
CMANY
1867
Capital Management Associates (New York)
New York
-$1.1M -5,000 Closed
PCM
1868
Prelude Capital Management
New York
-$1.04M -4,615 Closed
MWM
1869
Moulton Wealth Management
Washington
-$1.01M -4,520 Closed
Q
1870
QVR
California
-$989K -4,400 Closed
JWM
1871
JFG Wealth Management
Colorado
-$828K -3,747 Closed
TCM
1872
Teza Capital Management
Illinois
-$797K -3,606 Closed
JWM
1873
Jackson Wealth Management
Florida
-$748K -3,384 Closed
SGI
1874
Summit Global Investments
Utah
-$710K -3,214 Closed
KTA
1875
Keeley-Teton Advisors
Illinois
-$704K -3,186 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.