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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
Bank of America
1
Bank of America
North Carolina
$8.24B +$269M +1,214,242 +3%
Goldman Sachs
2
Goldman Sachs
New York
$7.98B +$1.06B +4,767,002 +15%
Wells Fargo
3
Wells Fargo
California
$6.38B -$1.03B -4,626,411 -14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.7B +$393M +1,774,700 +9%
Morgan Stanley
5
Morgan Stanley
New York
$3.6B -$520M -2,343,899 -12%
BlackRock
6
BlackRock
New York
$2.6B +$3.84M +17,330 +0.1%
UBS Group
7
UBS Group
Switzerland
$1.93B -$175M -787,855 -8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.53B -$391M -1,762,252 -20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.52B -$28.3M -127,837 -2%
LPL Financial
10
LPL Financial
California
$1.48B +$35.2M +158,789 +2%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$1.43B +$615M +2,776,127 +74%
Citigroup
12
Citigroup
New York
$1.41B +$79.8M +360,108 +6%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.3B -$83.3M -375,607 -6%
Barclays
14
Barclays
United Kingdom
$1.12B +$507M +2,288,273 +81%
PCA
15
Personal Capital Advisors
California
$1.06B +$72.9M +328,639 +7%
Rafferty Asset Management
16
Rafferty Asset Management
New York
$1.04B +$90M +405,875 +9%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$1.03B +$11.5M +52,006 +1%
Northern Trust
18
Northern Trust
Illinois
$821M +$36.6M +164,988 +5%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$785M -$3.51M -15,843 -0.4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$754M +$206M +929,628 +37%
US Bancorp
21
US Bancorp
Minnesota
$567M +$39.3M +177,189 +7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$557M +$25.7M +115,820 +5%
M&T Bank
23
M&T Bank
New York
$525M +$8.46M +38,180 +2%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$494M +$16.4M +74,191 +3%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$445M -$244M -1,100,992 -36%

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.