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Vanguard Russell 2000 ETF

313 hedge funds and large institutions have $2.34B invested in Vanguard Russell 2000 ETF in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 125 increasing their positions, 70 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 16

79% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 70

43% more capital invested

Capital invested by funds: $1.64B → $2.34B (+$699M)

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

18% more funds holding

Funds holding: 266313 (+47)

13% more call options, than puts

Call options by funds: $4.12M | Put options by funds: $3.65M

1.85% less ownership

Funds ownership: 101.44%99.59% (-1.9%)

Holders
313
Holders Change
+47
Holders Change %
+17.67%
% of All Funds
5.5%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.32%
New
65
Increased
125
Reduced
70
Closed
16
Calls
$4.12M
Puts
$3.65M
Net Calls
+$461K
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$632M +$625M +7,092,910 New
Stifel Financial
2
Stifel Financial
Missouri
$119M +$117M +1,326,252 +14,812%
Bank of America
3
Bank of America
North Carolina
$107M +$12M +136,314 +13%
RCIM
4
Red Cedar Investment Management
Michigan
$98.5M -$4.98M -56,450 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$97.5M -$7.39M -83,794 -7%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$90.2M +$51M +578,276 +133%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$79.9M +$1.93M +21,906 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$76.4M -$751K -8,524 -1%
Wells Fargo
9
Wells Fargo
California
$59.3M +$6.41M +72,714 +12%
AWM
10
AE Wealth Management
Kansas
$57.2M +$1.62M +18,352 +3%
APW
11
Austin Private Wealth
Texas
$55.8M +$418K +4,740 +0.8%
FCBT
12
First Citizens Bank & Trust
North Carolina
$50.3M -$7.98M -90,488 -14%
LPL Financial
13
LPL Financial
California
$45.3M +$1.8M +20,408 +4%
Morgan Stanley
14
Morgan Stanley
New York
$40.2M -$310M -3,522,062 -89%
Goldman Sachs
15
Goldman Sachs
New York
$37.4M +$6.45M +73,204 +21%
Vanguard Group
16
Vanguard Group
Pennsylvania
$31.3M +$31M +351,224 New
Ameriprise
17
Ameriprise
Minnesota
$30.3M +$6.76M +76,748 +29%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$28.1M -$2.54M -28,812 -8%
Truist Financial
19
Truist Financial
North Carolina
$25.3M +$6.82M +77,416 +38%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$23.3M +$2.94M +33,404 +15%
AIA
21
Angeles Investment Advisors
California
$17.1M +$16.9M +192,000 New
CFM
22
Comprehensive Financial Management
California
$16M
VWM
23
Venturi Wealth Management
Texas
$15.9M +$14.6M +165,872 +1,378%
SRSA
24
S.R. Schill & Associates
Washington
$15.7M -$796K -9,036 -5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$15.5M +$9.87M +111,988 +182%

VTWO Hedge Fund Activity: Q1 2021 in Review

313 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2021, worth a combined $2.34B — up 43% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VTWO positions and 16 closed out — a net gain of 49 holders — while 125 added to existing stakes and 70 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $625M. The largest seller was Morgan Stanley, cutting an estimated $310M.

  • 313 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2021, up from 266 in Q4 2020.
  • Funds reported $2.34B of Vanguard Russell 2000 ETF stock for Q1 2021, up 43% quarter-over-quarter.
  • 65 funds opened new Vanguard Russell 2000 ETF positions in Q1 2021 and 16 closed out, a net change of +49 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q1 2021 was Migdal Insurance & Financial Holdings, an estimated $625M added.
  • The largest Vanguard Russell 2000 ETF seller in Q1 2021 was Morgan Stanley, an estimated $310M sold.

Based on aggregated 13F filings for Q1 2021.