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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
MAG
1901
MRA Advisory Group
New Jersey
-$247K -1,120 Closed
PP
1902
Peconic Partners
New York
-$243K -1,100 Closed
FA
1903
Fiducient Advisors
Illinois
-$236K -1,069 Closed
DMC
1904
Drexel Morgan & Co
Pennsylvania
-$227K -1,026 Closed
I
1905
INVST
Indiana
-$228K -1,014 Closed
TI
1906
tru Independence
Oregon
-$220K -994 Closed
TCM
1907
Tuttle Capital Management
Connecticut
-$210K -949 Closed
SWM
1908
Stockman Wealth Management
Montana
-$207K -938 Closed
RWM
1909
Ritholtz Wealth Management
New York
-$205K -929 Closed
WG
1910
Welch Group
Alabama
-$205K -929 Closed
SAM
1911
Strategy Asset Managers
California
-$203K -920 Closed
PWM
1912
Palumbo Wealth Management
New York
-$203K -919 Closed
CMI
1913
Clare Market Investments
Texas
-$203K -918 Closed
AWM
1914
Aberdeen Wealth Management
Illinois
-$157K -710 Closed
APWM
1915
Atlas Private Wealth Management
New York
-$144K -652 Closed
MWM
1916
Mascoma Wealth Management
New Hampshire
-$127K -573 Closed
CCMU
1917
Cheyne Capital Management (UK)
United Kingdom
-$96.2K -428 Closed
CL
1918
COWA LLC
Oklahoma
-$94K -425 Closed
GAM
1919
Grandview Asset Management
Pennsylvania
-$81K -368 Closed
FFW
1920
Fusion Family Wealth
New York
-$79K -358 Closed
NIC
1921
Northwest Investment Counselors
Oregon
-$64K -290 Closed
ACM
1922
Allred Capital Management
Texas
-$63.9K -289 Closed
WCAMG
1923
Woodard & Company Asset Management Group
North Carolina
-$44K -200 Closed
EP
1924
Eudaimonia Partners
Tennessee
-$43K -196 Closed
SWP
1925
ShoreHaven Wealth Partners
New Jersey
-$40K -182 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.