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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
CM
251
Churchill Management
California
$16M -$248K -1,097 -2%
BCI
252
Brinker Capital Investments
Pennsylvania
$15.9M +$1.54M +6,828 +11%
AIA
253
Angeles Investment Advisors
California
$15.6M -$126K -557 -0.8%
ACM
254
Alight Capital Management
New York
$15.6M +$2.26M +10,000 +17%
BCA
255
Bray Capital Advisors
Florida
$15.6M -$285K -1,261 -2%
JFGIW
256
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.5M +$76.8K +340 +0.5%
TPCW
257
TD Private Client Wealth
New York
$15.4M -$9.21M -40,751 -37%
AWP
258
Ascent Wealth Partners
New York
$15.3M +$354K +1,565 +2%
BCM
259
BTC Capital Management
Iowa
$15.3M +$285K +1,260 +2%
PGA
260
Portland Global Advisors
Maine
$15.2M +$602K +2,664 +4%
WF
261
Welch & Forbes
Massachusetts
$15M +$2.13M +9,448 +16%
AFS
262
Amtrust Financial Services
New York
$15M +$15.2M +67,300 New
AIG
263
American International Group
New York
$14.9M -$226K -1,000 -1%
VT
264
Vise Technologies
New York
$14.9M +$15.1M +66,934 New
EAM
265
Eagle Asset Management
Florida
$14.8M +$15M +66,347 New
SI
266
SimpliFi Inc
California
$14.7M +$343K +1,516 +2%
PPA
267
Parametric Portfolio Associates
Washington
$14.7M -$310K -1,371 -2%
IFAM
268
Institutional & Family Asset Management
Colorado
$14.5M -$630K -2,789 -4%
RhumbLine Advisers
269
RhumbLine Advisers
Massachusetts
$14.5M +$9.59M +42,422 +186%
ATFA
270
All Terrain Financial Advisors
Minnesota
$14.4M +$25.3K +112 +0.2%
MSA
271
Mason Street Advisors
Wisconsin
$14.4M -$1.63M -7,200 -10%
CAC
272
Core Alternative Capital
Georgia
$14.4M -$628K -2,779 -4%
BFP
273
Brewster Financial Planning
New York
$14.4M +$14.6M +64,591 New
BF
274
BOK Financial
Oklahoma
$14.3M -$1.41M -6,259 -9%
BS
275
Banco Santander
Spain
$14.3M +$1.95M +8,640 +15%

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.