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iShares Russell 2000 ETF

2,035 hedge funds and large institutions have $72.2B invested in iShares Russell 2000 ETF in 2021 Q4 according to their latest regulatory filings, with 361 funds opening new positions, 838 increasing their positions, 553 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 361 | Existing positions closed: 106

52% more repeat investments, than reductions

Existing positions increased: 838 | Existing positions reduced: 553

12% more funds holding

Funds holding: 1,8142,035 (+221)

6% more funds holding in top 10

Funds holding in top 10: 214226 (+12)

1% less capital invested

Capital invested by funds: $72.9B → $72.2B (-$748M)

4.06% less ownership

Funds ownership: 108.17%104.1% (-4.1%)

47% less call options, than puts

Call options by funds: $32.4B | Put options by funds: $60.8B

Holders
2,035
Holders Change
+221
Holders Change %
+12.18%
% of All Funds
31.31%
Holding in Top 10
226
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+5.61%
% of All Funds
3.48%
New
361
Increased
838
Reduced
553
Closed
106
Calls
$32.4B
Puts
$60.8B
Net Calls
-$28.4B
Net Calls Change
+$8.59B
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
226
Oldfather Financial Services
Nebraska
$18.1M +$1.04M +4,618 +6%
Cetera Investment Advisers
227
Cetera Investment Advisers
Illinois
$18.1M -$6.59M -29,171 -26%
Bessemer Group
228
Bessemer Group
New Jersey
$17.9M +$730K +3,229 +4%
WPC
229
Waters Parkerson & Co
Louisiana
$17.9M +$85.4K +378 +0.5%
VVP
230
Venture Visionary Partners
Ohio
$17.8M -$1.9M -8,416 -9%
ACP
231
Arcus Capital Partners
Georgia
$17.6M +$9.31M +41,209 +108%
GT
232
Glenview Trust
Kentucky
$17.5M +$63.5K +281 +0.4%
JF
233
JSF Financial
California
$17.5M +$15.9M +70,225 +815%
WB
234
WesBanco Bank
West Virginia
$17.5M +$533K +2,359 +3%
BFG
235
Baron Financial Group
New Jersey
$17.4M +$150K +665 +0.9%
SC
236
Sierra Capital
Florida
$17.4M -$376K -1,665 -2%
FA
237
FDx Advisors
Illinois
$17.4M +$8.32M +36,838 +89%
CCM
238
Coldstream Capital Management
Washington
$17.2M +$10.7M +47,350 +157%
KCM
239
Kanawha Capital Management
Virginia
$17.1M -$371K -1,643 -2%
Prudential Financial
240
Prudential Financial
New Jersey
$17M +$176K +781 +1%
PIC
241
Platt Investment Counsel
Florida
$16.9M +$187K +826 +1%
Parallax Volatility Advisers
242
Parallax Volatility Advisers
California
$16.9M -$47.4M -209,721 -73%
BIG
243
Boothe Investment Group
Delaware
$16.8M +$1.42M +6,294 +9%
WSTAM
244
Wilbanks Smith & Thomas Asset Management
Virginia
$16.7M +$84.3K +373 +0.5%
CIBC World Market
245
CIBC World Market
Ontario, Canada
$16.6M -$56.4M -249,799 -77%
SIM
246
Strategic Investment Management
Virginia
$16.4M -$881K -3,900 -5%
FWIA
247
Fort Washington Investment Advisors
Ohio
$16.3M +$395K +1,750 +2%
Natixis Advisors
248
Natixis Advisors
Massachusetts
$16.3M +$903K +3,996 +6%
CI
249
Conning Inc
Connecticut
$16.2M +$642K +2,843 +4%
MIH
250
Meitav Investment House
Israel
$16.1M +$2.69M +11,910 +20%

IWM Hedge Fund Activity: Q4 2021 in Review

2,035 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2021, worth a combined $72.2B — down 1% from $72.9B a quarter earlier.

Buyers outnumbered sellers: 361 funds opened new IWM positions and 106 closed out — a net gain of 255 holders — while 838 added to existing stakes and 553 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $358M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $1.21B.

  • 2,035 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2021, up from 1,814 in Q3 2021.
  • Funds reported $72.2B of iShares Russell 2000 ETF stock for Q4 2021, down 1% quarter-over-quarter.
  • 361 funds opened new iShares Russell 2000 ETF positions in Q4 2021 and 106 closed out, a net change of +255 holders.
  • The largest iShares Russell 2000 ETF buyer in Q4 2021 was Bank of Nova Scotia, an estimated $358M added.
  • The largest iShares Russell 2000 ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $1.21B sold.

Based on aggregated 13F filings for Q4 2021.