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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
WSFS
201
Wilmington Savings Fund Society
Delaware
$21.8M -$1.91M -8,498 -8%
MWM
202
Modera Wealth Management
New Jersey
$21.7M +$1.06M +4,700 +5%
FHB
203
First Hawaiian Bank
Hawaii
$21.6M +$4.63M +20,606 +28%
GC
204
Gilbert & Cook
Iowa
$21.6M +$45.4K +202 +0.2%
EHPM
205
Emery Howard Portfolio Management
California
$21.6M +$1.57K +7 +0%
BBVA
206
Banco Bilbao Vizcaya Argentaria
Spain
$21.3M +$7.77M +34,574 +59%
JIR
207
James Investment Research
Ohio
$21.2M +$76.9K +342 +0.4%
CFN
208
Cordasco Financial Network
Florida
$21.1M +$39.1K +174 +0.2%
CIG
209
Consolidated Investment Group
Colorado
$20.9M +$4.63M +20,600 +29%
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$20.2M +$5.69M +25,286 +40%
AIIMS
211
Analyst IMS Investment Management Services
Israel
$20M +$360K +1,600 +2%
BJL
212
Brighton Jones LLC
Washington
$19.9M +$56.4K +251 +0.3%
VVP
213
Venture Visionary Partners
Ohio
$19.8M +$1.6M +7,136 +9%
SIM
214
Strategic Investment Management
Virginia
$19.8M -$1.32M -5,870 -6%
DADC
215
D.A. Davidson & Co
Montana
$19.6M +$1.09M +4,846 +6%
MMFA
216
Main Management Fund Advisors
California
$19.6M +$157K +700 +0.8%
BS
217
Banco Santander
Spain
$19.3M -$4.78M -21,244 -20%
CCM
218
Coldstream Capital Management
Washington
$19.2M -$11.6M -51,529 -38%
FWIA
219
Fort Washington Investment Advisors
Ohio
$19.2M +$38K +169 +0.2%
RWA
220
River Wealth Advisors
Pennsylvania
$19.1M +$399K +1,773 +2%
UCFA
221
United Capital Financial Advisors
Texas
$19M +$346K +1,540 +2%
BAM
222
Blueshift Asset Management
New Jersey
$18.9M +$18.6M +82,589 New
VFA
223
Valeo Financial Advisors
Indiana
$18.9M -$32.9M -146,393 -64%
CA
224
Crewe Advisors
Utah
$18.7M +$553K +2,458 +3%
SAM
225
Silvercrest Asset Management
New York
$18.4M +$8.08M +35,922 +81%

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.