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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
BFM
426
Boston Financial Management
Massachusetts
$7.92M -$291K -1,290 -3%
CMBA
427
C.M. Bidwell & Associates
Hawaii
$7.84M -$179K -791 -2%
RP
428
Reinhart Partners
Wisconsin
$7.84M +$7.97M +35,250 New
PFBT
429
Parkside Financial Bank & Trust
Missouri
$7.84M +$752K +3,328 +10%
GCM
430
Granby Capital Management
Florida
$7.79M +$4.52M +20,000 +133%
TW
431
Transform Wealth
Colorado
$7.74M -$176K -779 -2%
DFA
432
DHJJ Financial Advisors
Illinois
$7.71M +$710K +3,140 +10%
PWM
433
Perigon Wealth Management
California
$7.65M +$1.23M +5,456 +19%
NEGWA
434
New England Guild Wealth Advisors
Connecticut
$7.64M +$206K +910 +3%
FSC
435
Full Sail Capital
Oklahoma
$7.63M -$135K -596 -2%
Twin Tree Management
436
Twin Tree Management
Texas
$7.61M +$7.73M +34,223 New
EP
437
Edgestream Partners
New Jersey
$7.59M +$3.66M +16,208 +91%
FRM
438
Fox Run Management
Connecticut
$7.57M +$7.69M +34,029 New
MIAN
439
Mariner Independent Advisor Network
Kansas
$7.56M -$4M -17,716 -35%
SFG
440
SNS Financial Group
Minnesota
$7.53M -$533K -2,359 -7%
FTS
441
Fifth Third Securities
Ohio
$7.52M +$483K +2,136 +7%
MWP
442
Meridian Wealth Partners
Pennsylvania
$7.48M +$72.1K +319 +1%
DBIA
443
Dumont & Blake Investment Advisors
New Jersey
$7.47M +$105K +464 +1%
FMC
444
First Merchants Corp
Indiana
$7.47M -$134K -593 -2%
EVM
445
Eaton Vance Management
Massachusetts
$7.46M +$3.83M +16,969 +103%
CCFCSB
446
Cape Cod Five Cents Savings Bank
Massachusetts
$7.38M -$74.3K -329 -1%
DCM
447
Dupont Capital Management
Delaware
$7.36M -$2.52M -11,161 -25%
FA
448
Flagstar Advisors
New York
$7.32M +$296K +1,308 +4%
WJWM
449
Williams Jones Wealth Management
New York
$7.25M +$235K +1,042 +3%
C
450
Certuity
Florida
$7.24M +$1.27M +5,642 +21%

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.