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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
AAS
301
Ameritas Advisory Services
Nebraska
$12.9M +$13.2M +58,206 New
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$12.9M +$1.01M +4,463 +8%
PCM
303
Palisade Capital Management
New Jersey
$12.9M +$1.3M +5,743 +11%
PCWA
304
Pacific Capital Wealth Advisors
California
$12.9M +$1.01M +4,483 +8%
MAM
305
McLean Asset Management
Virginia
$12.8M -$233K -1,033 -2%
CCT
306
Country Club Trust
Missouri
$12.7M +$1.48M +6,562 +13%
SF
307
Symphony Financial
Texas
$12.7M +$10.5M +46,626 +130%
CC
308
Courier Capital
New York
$12.6M -$1.33M -5,881 -9%
CC
309
Corsicana & Co
Texas
$12.6M -$232K -1,027 -2%
ONB
310
Old National Bancorp
Indiana
$12.5M -$790K -3,498 -6%
JRP
311
Jasper Ridge Partners
California
$12.4M
TCPWM
312
Traverso Chambers Private Wealth Management
California
$12.4M +$312K +1,382 +3%
GF
313
Greenfield FTC
Nevada
$12.4M +$77.3K +342 +0.6%
MWM
314
Meridian Wealth Management
Kentucky
$12.3M +$1.38M +6,116 +12%
AL
315
Aspiriant LLC
California
$12.3M +$531K +2,351 +4%
FT
316
Fiduciary Trust
Massachusetts
$12.3M -$1.13M -4,983 -8%
AGAM
317
Audent Global Asset Management
California
$12.2M +$12.3M +54,629 New
CA
318
Cambridge Associates
Massachusetts
$12.1M -$569K -2,519 -4%
BSW
319
Buckingham Strategic Wealth
Missouri
$12.1M -$130K -574 -1%
RSWM
320
Robertson Stephens Wealth Management
California
$12M +$2.27M +10,057 +23%
BBNA
321
Bremer Bank National Association
Minnesota
$12M +$10.4M +46,009 +573%
MCWS
322
McKinley Carter Wealth Services
West Virginia
$12M +$920K +4,072 +8%
LCM
323
LCM Capital Management
Illinois
$11.9M +$61K +270 +0.5%
SFS
324
Sowell Financial Services
Arkansas
$11.8M +$280K +1,240 +2%
DCM
325
Dimension Capital Management
Florida
$11.8M +$2.62M +11,592 +28%

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.