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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
TF
1876
Trek Financial
Arizona
-$308K -1,343 Closed
SCM
1877
Southport Capital Management
Tennessee
-$303K -1,320 Closed
WP
1878
WealthShield Partners
North Carolina
-$303K -1,320 Closed
PWMG
1879
Pinnacle Wealth Management Group
Michigan
-$292K -1,275 Closed
GSC
1880
G&S Capital
Colorado
-$289K -1,260 Closed
AFS
1881
Access Financial Services
Minnesota
-$256K -1,114 Closed
FSA
1882
Financial Sense Advisors
California
-$250K -1,090 Closed
DIG
1883
DeepCurrents Investment Group
New York
-$242K -1,053 Closed
DBRC
1884
D.B. Root & Company
Pennsylvania
-$239K -1,043 Closed
CL
1885
Cabana LLC
Arkansas
-$231K -1,008 Closed
GHA
1886
GW Henssler & Associates
Georgia
-$226K -985 Closed
UCMOK
1887
United Capital Management of KS
Kansas
-$216K -940 Closed
PIA
1888
Perennial Investment Advisors
California
-$215K -939 Closed
DGI
1889
Disciplined Growth Investors
Minnesota
-$213K -927 Closed
BCP
1890
Blue Chip Partners
Michigan
-$207K -903 Closed
CCM
1891
Condor Capital Management
New Jersey
-$207K -903 Closed
HCP
1892
Holt Capital Partners
Texas
-$207K -903 Closed
VBCG
1893
Valley Brook Capital Group
Pennsylvania
-$206K -900 Closed
CSIA
1894
Charles Schwab Investment Advisory
California
-$206K -896 Closed
FCIM
1895
Fairview Capital Investment Management
California
-$205K -895 Closed
WTFG
1896
Wells Trecaso Financial Group
Ohio
-$205K -895 Closed
CDH
1897
Charles D. Hyman
-$205K -892 Closed
BBW
1898
Blue Barn Wealth
Utah
-$203K -887 Closed
ACM
1899
Alamar Capital Management
California
-$203K -886 Closed
EHC
1900
Everett Harris & Co
California
-$203K -886 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.