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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
WW
451
Westshore Wealth
California
$7.2M +$655K +2,897 +10%
KWM
452
Kingsview Wealth Management
Oregon
$7.19M +$399K +1,767 +6%
CAM
453
Carret Asset Management
New York
$7.19M +$43.6K +193 +0.6%
AWC
454
Abundance Wealth Counselors
Pennsylvania
$7.15M +$7.26M +32,150 New
NB
455
NBT Bank
New York
$7.08M -$212K -937 -3%
BP
456
Ballentine Partners
Massachusetts
$7.05M -$17.6K -78 -0.2%
AIM
457
Aspen Investment Management
Michigan
$7.04M -$25.3K -112 -0.4%
KA
458
Klingman & Associates
New York
$7.03M +$452 +2 +0%
RIA
459
RPG Investment Advisory
California
$6.93M +$6.48M +28,660 +1,150%
SB
460
Simmons Bank
Arkansas
$6.89M +$531K +2,350 +8%
SFG
461
StrategIQ Financial Group
Indiana
$6.88M +$6.06M +26,813 +651%
YIA
462
YHB Investment Advisors
Connecticut
$6.86M +$20.3K +90 +0.3%
AWE
463
Avidian Wealth Enterprises
Texas
$6.83M +$4.12M +18,229 +146%
TFCP
464
Twin Focus Capital Partners
Massachusetts
$6.82M +$55.4K +245 +0.8%
CFGS
465
Concourse Financial Group Securities
Alabama
$6.81M -$1.03M -4,547 -13%
ZIM
466
Zacks Investment Management
Illinois
$6.69M +$6.25M +27,676 +1,146%
WJA
467
Willis Johnson & Associates
Texas
$6.66M -$698K -3,088 -9%
MA
468
Montag & Associates
Georgia
$6.63M +$56.5K +250 +0.8%
DI
469
DAGCO Inc
Ohio
$6.62M +$296K +1,311 +5%
MWAM
470
Manhattan West Asset Management
California
$6.61M +$6.72M +29,718 New
MYIA
471
Mount Yale Investment Advisors
Colorado
$6.6M +$1.01M +4,487 +18%
CIA
472
Caerus Investment Advisors
Texas
$6.57M +$6.67M +29,532 New
CWG
473
Cornerstone Wealth Group
North Carolina
$6.54M +$4.98M +22,025 +298%
BWM
474
BNC Wealth Management
Oregon
$6.53M -$358K -1,586 -5%
SC
475
Scotia Capital
Ontario, Canada
$6.51M +$705K +3,119 +12%

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.