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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
HF
26
HRT Financial
New York
$494M +$327M +1,448,195 +188%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$484M +$33.9M +150,000 +7%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$347M +$1.15M +5,095 +0.3%
SV
29
Starboard Value
New York
$308M -$25.7M -113,620 -8%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$297M +$4.69M +20,765 +2%
Ameriprise
31
Ameriprise
Minnesota
$284M +$8.1M +35,861 +3%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$262M -$1.21B -5,343,180 -82%
Wolverine Trading
33
Wolverine Trading
Illinois
$255M +$245M +1,083,154 +1,850%
AAS
34
Avantax Advisory Services
Texas
$249M +$9.98M +44,170 +4%
Truist Financial
35
Truist Financial
North Carolina
$244M +$24.2M +107,212 +11%
CI Investments Inc
36
CI Investments Inc
Ontario, Canada
$240M -$6.69M -29,619 -3%
Osaic Holdings
37
Osaic Holdings
Arizona
$231M +$2M +8,844 +0.9%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$229M +$19.3M +85,400 +9%
SF
39
Synovus Financial
Georgia
$219M -$8.46M -37,455 -4%
RJA
40
Raymond James & Associates
Florida
$217M +$38.6M +170,657 +21%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$213M +$12.7M +56,265 +6%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$210M +$213M +943,600 New
TF
43
TIAA FSB
Florida
$209M -$4.31M -19,089 -2%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$207M +$931K +4,121 +0.4%
ANTB
45
AMG National Trust Bank
Colorado
$205M +$3.88M +17,185 +2%
KeyBank National Association
46
KeyBank National Association
Ohio
$203M -$2.61M -11,550 -1%
CCA
47
Catalyst Capital Advisors
New York
$197M +$20.5M +90,680 +11%
MRC
48
Millburn Ridgefield Corp
New York
$197M +$20.5M +90,680 +11%
Ensign Peak Advisors
49
Ensign Peak Advisors
Utah
$196M
Millennium Management
50
Millennium Management
New York
$185M +$49.9M +220,668 +36%

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.