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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
FF
376
Fluent Financial
Texas
$9.17M +$1.99M +8,800 +27%
HWM
377
HighMark Wealth Management
Minnesota
$9.15M +$9.29M +41,135 New
FNT
378
First National Trust
Pennsylvania
$9.07M -$802K -3,550 -8%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$9.06M +$9.21M +40,744 New
BBPWM
380
Blue Bell Private Wealth Management
Pennsylvania
$9.03M +$612K +2,710 +7%
CT
381
Coastline Trust
Rhode Island
$8.99M +$265K +1,171 +3%
CG
382
Colony Group
Massachusetts
$8.98M -$2.1M -9,305 -19%
FTUS
383
Flow Traders U.S.
New York
$8.94M -$32.9M -145,687 -78%
PCA
384
Pallas Capital Advisors
Massachusetts
$8.91M +$507K +2,245 +5%
CCC
385
Crescent Capital Consulting
Louisiana
$8.9M -$1.1M -4,880 -11%
HP
386
Harvey Partners
New York
$8.9M +$9.04M +40,000 New
PAM
387
Palisade Asset Management
Minnesota
$8.88M +$195K +861 +2%
NMIMC
388
Northwestern Mutual Investment Management Company
Wisconsin
$8.87M -$331K -1,465 -4%
JFG
389
JMG Financial Group
Illinois
$8.84M -$73.7K -326 -0.8%
DWM
390
Dakota Wealth Management
Florida
$8.81M -$260K -1,149 -3%
AI
391
Atria Investments
North Carolina
$8.8M -$36M -159,169 -80%
OAM
392
Oppenheimer Asset Management
New York
$8.76M +$344K +1,524 +4%
NL
393
NEPC LLC
Massachusetts
$8.74M +$2.7M +11,960 +44%
ST
394
Sageworth Trust
Pennsylvania
$8.74M +$4.11M +18,171 +86%
SAM
395
Silvercrest Asset Management
New York
$8.71M -$2.3M -10,180 -21%
EC
396
Estate Counselors
Wisconsin
$8.68M +$1.42M +6,280 +19%
WMSA
397
Weiss Multi-Strategy Advisers
New York
$8.66M +$8.8M +38,943 New
Lido Advisors
398
Lido Advisors
California
$8.63M +$3.85M +17,036 +78%
SW
399
SteelPeak Wealth
California
$8.63M -$578K -2,560 -6%
AA
400
Argent Advisors
Louisiana
$8.56M +$378K +1,671 +5%

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.