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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
SCA
1851
Sassicaia Capital Advisers
New York
-$1.83M -7,992 Closed
AA
1852
Ancora Advisors
Ohio
-$1.53M -6,881 Closed
SM
1853
Sciencast Management
New Jersey
-$1.42M -6,290 Closed
SAMT
1854
Select Asset Management & Trust
Pennsylvania
-$1.38M -6,000 Closed
QT
1855
Quantbot Technologies
New York
-$1.22M -5,340 Closed
KM
1856
Kalos Management
Georgia
-$1.06M -4,773 Closed
PCP
1857
Proficio Capital Partners
Massachusetts
-$962K -4,195 Closed
EWA
1858
Exencial Wealth Advisors
Oklahoma
-$931K -4,058 Closed
T
1859
TRUADVICE
Florida
-$880K -4,044 Closed
HFA
1860
High Falls Advisors
New York
-$821K -3,579 Closed
CBT
1861
Capital Bank & Trust
California
-$709K -3,091 Closed
Temasek Holdings
1862
Temasek Holdings
Singapore
-$679K -2,961 Closed
LGA
1863
Lebenthal Global Advisors
New York
-$543K -2,368 Closed
CAI
1864
Capital Advisors Inc
Oklahoma
-$478K -2,084 Closed
IC
1865
Inscription Capital
Texas
-$470K -2,048 Closed
PCM
1866
Pinz Capital Management
New York
-$459K -2,000 Closed
MSA
1867
Marino Stram & Associates
Massachusetts
-$459K -1,999 Closed
YIH
1868
Y-Intercept (HK)
Hong Kong
-$448K -1,952 Closed
PP
1869
Paloma Partners
Connecticut
-$406K -1,769 Closed
HR
1870
Hayden Royal
North Carolina
-$383K -1,670 Closed
CC
1871
Claybrook Capital
Massachusetts
-$378K -1,646 Closed
SCP
1872
Syntal Capital Partners
Texas
-$367K -1,602 Closed
CRI
1873
Colonial River Investments
Virginia
-$328K -1,430 Closed
AP
1874
Advisor Partners
California
-$317K -1,380 Closed
MC
1875
Martin & Co
Tennessee
-$308K -1,343 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.