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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
Bank of America
1
Bank of America
North Carolina
$8.36B +$499M +2,221,007 +6%
Wells Fargo
2
Wells Fargo
California
$7.75B +$337M +1,496,798 +5%
Goldman Sachs
3
Goldman Sachs
New York
$7.27B -$24.4M -108,492 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.52B +$342M +1,522,500 +8%
Morgan Stanley
5
Morgan Stanley
New York
$4.31B -$359M -1,598,291 -8%
BlackRock
6
BlackRock
New York
$2.72B -$451M -2,005,713 -14%
UBS Group
7
UBS Group
Switzerland
$2.2B +$147M +651,993 +7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.01B +$46.2M +205,637 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.62B +$593M +2,637,954 +59%
LPL Financial
10
LPL Financial
California
$1.51B +$128M +571,365 +9%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.44B -$543M -2,416,980 -28%
Citigroup
12
Citigroup
New York
$1.39B -$47M -209,226 -3%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$1.06B -$7.92M -35,223 -0.8%
PCA
14
Personal Capital Advisors
California
$1.03B +$55.3M +245,944 +6%
Rafferty Asset Management
15
Rafferty Asset Management
New York
$1B -$197M -877,476 -17%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$859M +$266M +1,181,204 +46%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$826M -$6.96M -30,955 -0.9%
Northern Trust
18
Northern Trust
Illinois
$823M +$5.57M +24,791 +0.7%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$716M +$580M +2,580,461 +504%
Barclays
20
Barclays
United Kingdom
$648M -$161M -716,050 -20%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$583M +$582M +2,590,363 +5,397%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$577M -$29M -128,849 -5%
CS
23
Credit Suisse
Switzerland
$561M -$82.3M -365,858 -13%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$557M +$25.2M +112,154 +5%
US Bancorp
25
US Bancorp
Minnesota
$554M +$46M +204,603 +9%

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.