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Vanguard Russell 2000 ETF

337 hedge funds and large institutions have $3.51B invested in Vanguard Russell 2000 ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 80 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $2.56M

90% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 80

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

38% more capital invested

Capital invested by funds: $2.55B → $3.51B (+$958M)

8.28% more ownership

Funds ownership: 48.46%56.74% (+8.3%)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

3% more funds holding

Funds holding: 327337 (+10)

Holders
337
Holders Change
+10
Holders Change %
+3.06%
% of All Funds
5.9%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.3%
New
41
Increased
152
Reduced
80
Closed
28
Calls
$6.29M
Puts
$2.56M
Net Calls
+$3.73M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.09B +$983M +10,981,125 +789%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$442M +$230M +2,569,340 +106%
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$324M -$114M -1,274,407 -26%
Stifel Financial
4
Stifel Financial
Missouri
$133M +$10.4M +115,987 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$123M -$3.53M -39,477 -3%
UBS Group
6
UBS Group
Switzerland
$108M -$9.96M -111,301 -8%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$99.7M +$9.33M +104,254 +10%
FCBT
8
First Citizens Bank & Trust
North Carolina
$75.2M +$4.11M +45,882 +6%
Wells Fargo
9
Wells Fargo
California
$74.9M +$2.87M +32,094 +4%
APW
10
Austin Private Wealth
Texas
$65.5M +$5.39M +60,254 +9%
HP
11
Hound Partners
New York
$64.7M +$65.5M +731,869 New
AWM
12
AE Wealth Management
Kansas
$58.2M +$1.03M +11,473 +2%
RCIM
13
Red Cedar Investment Management
Michigan
$50.3M -$32M -357,818 -39%
LPL Financial
14
LPL Financial
California
$50M +$3.06M +34,227 +6%
Goldman Sachs
15
Goldman Sachs
New York
$46.3M +$27.1K +303 +0.1%
JP Morgan Chase
16
JP Morgan Chase
New York
$42.4M +$2.28M +25,466 +6%
Morgan Stanley
17
Morgan Stanley
New York
$40.7M +$2.03M +22,660 +5%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$30M +$1.79M +19,941 +6%
Truist Financial
19
Truist Financial
North Carolina
$25.2M -$253K -2,829 -1%
VWM
20
Venturi Wealth Management
Texas
$24.6M +$3.67M +40,960 +17%
SRSA
21
S.R. Schill & Associates
Washington
$15.8M -$98.6K -1,101 -0.6%
LA
22
Legacy Advisors
Pennsylvania
$15.3M +$2.04M +22,796 +15%
ONB
23
Old National Bancorp
Indiana
$14.8M -$2.49M -27,829 -14%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$14.7M -$9.33M -104,258 -39%
GSIS
25
Global Strategic Investment Solutions
Arizona
$14.7M +$2.14M +23,938 +17%

VTWO Hedge Fund Activity: Q3 2021 in Review

337 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2021, worth a combined $3.51B — up 38% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VTWO positions and 28 closed out — a net gain of 13 holders — while 152 added to existing stakes and 80 trimmed.

The largest buyer was Bank of America, adding an estimated $983M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $114M.

  • 337 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2021, up from 327 in Q2 2021.
  • Funds reported $3.51B of Vanguard Russell 2000 ETF stock for Q3 2021, up 38% quarter-over-quarter.
  • 41 funds opened new Vanguard Russell 2000 ETF positions in Q3 2021 and 28 closed out, a net change of +13 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q3 2021 was Bank of America, an estimated $983M added.
  • The largest Vanguard Russell 2000 ETF seller in Q3 2021 was Migdal Insurance & Financial Holdings, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2021.