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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
UB
176
UMB Bank
Missouri
$26.6M +$553K +2,495 +2%
BMM
177
Berkshire Money Management
Massachusetts
$26.5M -$3.06M -13,788 -10%
Point72 Asset Management
178
Point72 Asset Management
Connecticut
$26.4M +$26.8M +120,868 New
MIM
179
MetLife Investment Management
New Jersey
$26.3M +$4.43M +20,000 +20%
RCA
180
Rex Capital Advisors
Rhode Island
$25.9M +$10.4K +47 +0%
CAN
181
Cetera Advisor Networks
California
$25.4M +$182K +822 +0.7%
PAS
182
Park Avenue Securities
New York
$24.3M +$9.53M +42,999 +63%
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$24.2M +$4.95M +22,310 +25%
FHA
184
First Horizon Advisors
Tennessee
$24.2M +$7.63M +34,416 +45%
TPCW
185
TD Private Client Wealth
New York
$24M -$561K -2,530 -2%
MS
186
Marshall & Sullivan
Washington
$23.9M +$605K +2,729 +3%
CIS
187
Connors Investor Services
Pennsylvania
$23.6M -$1.29M -5,825 -5%
EWM
188
Edge Wealth Management
New York
$23.6M +$2.38M +10,723 +11%
JCM
189
Janney Capital Management
Pennsylvania
$23M -$25.3M -114,191 -52%
HNB
190
Huntington National Bank
Ohio
$22.9M -$33.5K -151 -0.6%
CL
191
Choreo LLC
Illinois
$22.8M +$291K +1,311 +1%
WANY
192
Wealthspire Advisors (New York)
New York
$22.8M -$744K -3,357 -3%
PCS
193
Personal CFO Solutions
New Jersey
$22.6M +$22.3M +100,672 +3,834%
GMA
194
Goldstein Munger & Associates
California
$22.5M +$117K +527 +0.5%
VIP
195
Vantage Investment Partners
Missouri
$22.5M
HCM
196
Hengehold Capital Management
Ohio
$22.4M +$225K +1,017 +1%
NCM
197
Nantahala Capital Management
Connecticut
$21.8M +$22.1M +99,593 New
TEE
198
Tibra Equities Europe
United Kingdom
$21.6M +$16.9M +76,224 +339%
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$21.4M -$18.1M -81,868 -46%
IWC
200
Integrated Wealth Concepts
Massachusetts
$21.3M -$5.17M -23,300 -19%

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.