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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
FNFDCM
476
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.51M -$22.1K -98 -0.3%
PCMU
477
Paragon Capital Management (Utah)
Utah
$6.5M +$6.61M +29,242 New
MAM
478
Marquette Asset Management
Minnesota
$6.48M -$44.1K -195 -0.7%
TSW
479
Thompson Siegel & Walmsley
Virginia
$6.44M -$112K -496 -2%
CBB
480
Citizens Business Bank
California
$6.4M +$165K +730 +3%
PFM
481
Parsec Financial Management
North Carolina
$6.33M -$7K -31 -0.1%
BIS
482
BG Investment Services
Guam
$6.31M +$6.41M +28,349 New
IWM
483
IHT Wealth Management
Illinois
$6.27M +$1.54M +6,804 +32%
BFWA
484
Benchmark Financial Wealth Advisors
Florida
$6.24M -$3.62K -16 -0.1%
Amundi
485
Amundi
France
$6.23M +$6.57M +29,095 New
SCM
486
Stordahl Capital Management
Colorado
$6.22M -$67.1K -297 -1%
BPWM
487
Badgley Phelps Wealth Managers
Washington
$6.22M +$27.6K +122 +0.4%
CCFM
488
Clear Creek Financial Management
Washington
$6.21M -$2.96M -13,106 -32%
NEPWA
489
New England Private Wealth Advisors
Massachusetts
$6.21M +$15.6K +69 +0.2%
KPWG
490
KFA Private Wealth Group
Virginia
$6.2M +$752K +3,328 +14%
WC
491
Woodstock Corp
Massachusetts
$6.19M +$24.9K +110 +0.4%
WA
492
Waverly Advisors
Alabama
$6.19M +$387K +1,712 +6%
AP
493
Appleton Partners
Massachusetts
$6.18M +$33.2K +147 +0.5%
Allspring Global Investments
494
Allspring Global Investments
North Carolina
$6.08M +$6.18M +27,360 New
HH
495
Hilltop Holdings
Texas
$6.05M +$600K +2,655 +11%
MFW
496
Meristem Family Wealth
Minnesota
$6.02M -$136K -603 -2%
OC
497
Oppenheimer & Co
New York
$6.01M +$172K +759 +3%
DAS
498
Dynamic Advisor Solutions
Arizona
$5.98M -$67.6K -299 -1%
AWM
499
Atticus Wealth Management
Florida
$5.97M +$240K +1,062 +4%
HIP
500
HUB Investment Partners
Texas
$5.96M -$114K -504 -2%

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.