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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
SSWM
576
Sheets Smith Wealth Management
North Carolina
$4.65M -$375K -1,661 -7%
SCM
577
SOL Capital Management
Maryland
$4.65M +$143K +631 +3%
PCIA
578
Prime Capital Investment Advisors
Kansas
$4.65M +$1.36M +6,018 +40%
CGH
579
CMG Global Holdings
Texas
$4.64M +$54K +239 +1%
RWA
580
RGT Wealth Advisors
Texas
$4.64M +$4.08M +18,060 +644%
CWM
581
Cranbrook Wealth Management
Michigan
$4.64M -$161K -714 -3%
BWM
582
BigSur Wealth Management
Florida
$4.64M
CFB
583
Cullen/Frost Bankers
Texas
$4.62M -$1.72M -7,618 -27%
HFP
584
Holistic Financial Partners
Indiana
$4.61M
Verition Fund Management
585
Verition Fund Management
Connecticut
$4.61M +$3.35M +14,840 +252%
WS
586
Wedbush Securities
California
$4.61M +$136K +601 +3%
Vontobel Holding
587
Vontobel Holding
Switzerland
$4.58M +$4.28M +18,921 +1,131%
PMA
588
Prudent Man Advisors
Illinois
$4.58M +$13.3K +59 +0.3%
SPFA
589
Summit Place Financial Advisors
New Jersey
$4.54M +$58.8K +260 +1%
FA
590
Financial Advisors
Massachusetts
$4.52M +$1.13K +5 +0%
TWM
591
Titus Wealth Management
California
$4.51M +$426K +1,886 +10%
CAM
592
Campion Asset Management
Virginia
$4.49M -$137K -606 -3%
HIMC
593
Heritage Investors Management Corp
Maryland
$4.46M +$45.6K +202 +1%
HPC
594
HM Payson & Co
Maine
$4.46M +$12.4K +55 +0.3%
RBC
595
Rye Brook Capital
Connecticut
$4.45M
FPOC
596
Financial Planners of Cleveland
Ohio
$4.41M +$4.68M +20,691 New
SJIM
597
St. Johns Investment Management
Florida
$4.4M -$103K -455 -2%
FMTC
598
Farmers & Merchants Trust Company
California
$4.39M +$39.8K +176 +0.9%
Lazard Asset Management
599
Lazard Asset Management
New York
$4.39M
MFG
600
Merit Financial Group
Georgia
$4.38M -$27.3K -121 -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.