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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
LSAG
501
Lake Street Advisors Group
New Hampshire
$5.95M +$283K +1,251 +5%
CA
502
Clearstead Advisors
Ohio
$5.94M +$239K +1,059 +4%
MWA
503
MFA Wealth Advisors
Pennsylvania
$5.93M -$11.3K -50 -0.2%
CPIG
504
Chicago Partners Investment Group
Illinois
$5.92M +$587K +2,598 +10%
WC
505
Wealth CMT
New Jersey
$5.91M +$6M +26,555 New
Arrowstreet Capital
506
Arrowstreet Capital
Massachusetts
$5.9M -$303K -1,339 -5%
PGWM
507
Parisi Gray Wealth Management
New Jersey
$5.9M -$115K -509 -2%
BCM
508
Bayesian Capital Management
New York
$5.89M +$5.99M +26,500 New
AIA
509
Alera Investment Advisors
Illinois
$5.89M -$466K -2,062 -7%
MBT
510
Montecito Bank & Trust
California
$5.89M -$83.8K -371 -1%
NCG
511
Newport Capital Group
New Jersey
$5.86M +$91.5K +405 +2%
Cohen & Steers
512
Cohen & Steers
New York
$5.82M
AIA
513
Avalon Investment & Advisory
Texas
$5.81M -$2.63M -11,642 -31%
SPC
514
Sigma Planning Corp
Michigan
$5.74M -$635K -2,812 -10%
EFSCE
515
Enterprise Financial Services Corp (EFSC)
Missouri
$5.72M -$137K -605 -2%
AC
516
Addenda Capital
Quebec, Canada
$5.71M +$734K +3,250 +15%
KHLMTHM
517
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.71M
SWM
518
Southern Wealth Management
Texas
$5.7M +$247K +1,091 +4%
PP
519
Paloma Partners
Connecticut
$5.69M +$5.78M +25,567 New
TTWM
520
TCV Trust & Wealth Management
Virginia
$5.67M -$143K -634 -2%
CWM
521
Circle Wealth Management
New Jersey
$5.62M +$497K +2,200 +10%
BCM
522
BlueCrest Capital Management
Jersey
$5.56M +$5.65M +25,000 New
UOC
523
UBS O'Connor
Illinois
$5.56M +$5.65M +25,000 New
BFS
524
Bradley Foster & Sargent
Connecticut
$5.53M +$1.14M +5,043 +25%
RIA
525
Realta Investment Advisors
Delaware
$5.53M +$34.8K +154 +0.6%

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.