We are live on ! Find out more
IWM icon

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
DWT
526
Dorsey & Whitney Trust
South Dakota
$5.52M +$1.1M +4,863 +24%
RPC
527
Rossmore Private Capital
Connecticut
$5.52M -$72.1K -319 -1%
SMG
528
Spectrum Management Group
Indiana
$5.5M -$572K -2,532 -9%
PCA
529
Peddock Capital Advisors
Massachusetts
$5.49M -$764K -3,380 -12%
SWM
530
Spire Wealth Management
Virginia
$5.47M +$254K +1,123 +5%
RWA
531
Redmont Wealth Advisors
Illinois
$5.46M +$5.55M +24,544 New
ACA
532
Anchor Capital Advisors
Massachusetts
$5.38M -$612K -2,708 -10%
RG
533
Rathbones Group
United Kingdom
$5.36M -$984K -4,353 -15%
CRC
534
Curi RMB Capital
Illinois
$5.36M +$478K +2,115 +10%
Balyasny Asset Management
535
Balyasny Asset Management
Illinois
$5.35M +$5.44M +24,058 New
NL
536
NWAM LLC
Washington
$5.33M +$1.7M +7,532 +46%
SIM
537
SSI Investment Management
California
$5.31M +$2.17M +9,599 +67%
RAM
538
Riggs Asset Management
Pennsylvania
$5.3M +$344K +1,521 +7%
SPP
539
Single Point Partners
Massachusetts
$5.28M +$5.37M +23,752 New
OCM
540
One Capital Management
California
$5.28M +$180K +795 +3%
GC
541
Grimes & Company
Massachusetts
$5.27M +$118K +522 +2%
SB
542
Sunflower Bank
Texas
$5.25M -$331K -1,465 -6%
JWA
543
JFS Wealth Advisors
Pennsylvania
$5.23M +$367K +1,625 +7%
GAMA
544
Graticule Asia Macro Advisors
New York
$5.16M -$91.2M -403,820 -95%
New York State Common Retirement Fund
545
New York State Common Retirement Fund
New York
$5.13M
CCT
546
Chemung Canal Trust
New York
$5.12M +$429K +1,898 +9%
WB
547
West Bancorporation
Iowa
$5.1M +$5.18M +22,944 New
CAG
548
Csenge Advisory Group
Florida
$5.08M -$260K -1,150 -5%
CAC
549
Certified Advisory Corp
Florida
$5.06M +$105K +466 +2%
AIFAIM
550
American Institute for Advanced Investment Management
Arizona
$5.05M +$185K +820 +4%

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.