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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
IAN
551
Integrated Advisors Network
Texas
$5.05M -$236K -1,046 -4%
RCAG
552
Rehmann Capital Advisory Group
Michigan
$5.01M +$223K +987 +5%
CANY
553
Caxton Associates (New York)
New York
$5M -$3.75M -16,600 -42%
American Century Companies
554
American Century Companies
Missouri
$5M +$497K +2,200 +11%
CHC
555
City Holding Co
West Virginia
$4.97M -$250K -1,105 -4%
UL
556
Unionview LLC
Washington
$4.93M +$5.01M +22,181 New
GIA
557
Gladstone Institutional Advisory
Florida
$4.93M +$407K +1,802 +9%
CWM
558
C2C Wealth Management
Arizona
$4.9M +$4.98M +22,025 New
CGA
559
Crescent Grove Advisors
Illinois
$4.88M +$172K +761 +4%
NAM
560
NTV Asset Management
West Virginia
$4.88M +$184K +816 +4%
SC
561
Steph & Co
Wisconsin
$4.86M +$86.1K +381 +2%
BAM
562
Belpointe Asset Management
Nevada
$4.84M -$25.8K -114 -0.5%
SIM
563
Stratos Investment Management
Ohio
$4.84M -$208K -920 -4%
PCG
564
Prosperity Consulting Group
Maryland
$4.83M +$5.42M +23,966 New
NFC
565
Northeast Financial Consultants
Connecticut
$4.81M +$9.94K +44 +0.2%
BTW
566
Boston Trust Walden
Massachusetts
$4.79M +$4M +17,718 +465%
RFA
567
Resurgent Financial Advisors
Georgia
$4.76M +$4.83M +21,395 New
W
568
WorthPointe
California
$4.75M +$4.68M +20,696 New
SC
569
Schoolcraft Capital
Colorado
$4.73M -$34.3K -152 -0.7%
WB
570
Webster Bank
Connecticut
$4.72M +$1.27M +5,629 +36%
FBA
571
Front Barnett Associates
Illinois
$4.71M -$121K -536 -2%
EARNEST Partners
572
EARNEST Partners
Georgia
$4.71M +$4.75M +21,027 +12,442%
GF
573
Gries Financial
Ohio
$4.71M +$146K +648 +3%
BRM
574
Boston Research & Management
Massachusetts
$4.68M -$70K -310 -1%
CH
575
Canton Hathaway
Rhode Island
$4.68M +$226K +1,000 +5%

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.