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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
SIC
276
Sigma Investment Counselors
Michigan
$14.3M -$205K -909 -1%
FCFC
277
First Commonwealth Financial Corp
Pennsylvania
$14.3M +$82.3K +364 +0.6%
BFIC
278
Bedell Frazier Investment Counselling
California
$14.2M +$14.4M +63,926 New
HWA
279
Hillcrest Wealth Advisors
New Jersey
$14.2M +$933K +4,130 +7%
BPA
280
Beacon Pointe Advisors
California
$14.2M -$501K -2,216 -3%
AG
281
Ascent Group
Virginia
$14.2M +$16.2M +71,910 New
FMBTD
282
First Midwest Bank Trust Division
Illinois
$14.2M +$1.77M +7,824 +14%
BAG
283
Briggs Advisory Group
Rhode Island
$14.1M +$14.4M +63,556 New
SAMH
284
Shanda Asset Management Holdings
British Virgin Islands
$14.1M
NWM
285
NEIRG Wealth Management
Massachusetts
$14.1M +$14.3M +63,355 New
BPC
286
Banque Pictet & Cie
Switzerland
$14M +$7.51M +33,250 +113%
DT
287
Diversified Trust
Tennessee
$13.9M +$362K +1,600 +3%
CC
288
Centiva Capital
New York
$13.9M +$4.82M +21,335 +52%
LWMT
289
Legacy Wealth Management (Tennessee)
Tennessee
$13.9M -$60.8K -269 -0.4%
SWPG
290
Strategic Wealth Partners Group
Illinois
$13.8M +$311K +1,375 +2%
Belvedere Trading
291
Belvedere Trading
Illinois
$13.8M +$992K +4,392 +7%
ZCM
292
Ziegler Capital Management
Illinois
$13.7M +$3.65M +16,148 +35%
ECG
293
Edge Capital Group
Georgia
$13.7M +$8.62M +38,164 +162%
RFA
294
RTD Financial Advisors
Pennsylvania
$13.6M +$13.8M +61,079 New
PFM
295
Patton Fund Management
Texas
$13.6M +$188K +830 +1%
NPIC
296
Neumeier Poma Investment Counsel
California
$13.5M +$825K +3,650 +6%
CI
297
Chartist Inc
California
$13.5M +$824K +3,647 +6%
DW
298
Domani Wealth
Pennsylvania
$13.4M +$110K +485 +0.8%
NA
299
NewEdge Advisors
Louisiana
$13.3M +$4.22M +18,684 +45%
AIP
300
Ameritas Investment Partners
Nebraska
$13.1M +$127K +560 +1%

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.