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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
FCBT
601
First Citizens Bank & Trust
North Carolina
$4.37M -$2.94K -13 -0.1%
WAP
602
Wealthcare Advisory Partners
Pennsylvania
$4.36M -$235K -1,040 -5%
VI
603
Vestcor Inc
New Brunswick, Canada
$4.35M +$249K +1,100 +6%
AIM
604
Arcadia Investment Management
Michigan
$4.35M -$164K -725 -4%
IC
605
IEQ Capital
California
$4.33M -$98.3K -435 -2%
AP
606
Adero Partners
California
$4.29M -$27.3K -121 -0.6%
MWP
607
MYCIO Wealth Partners
Pennsylvania
$4.26M +$143K +635 +3%
CL
608
CPWM LLC
Washington
$4.25M
EWA
609
EP Wealth Advisors
California
$4.23M +$359K +1,589 +9%
HCM
610
Hollencrest Capital Management
California
$4.22M +$410K +1,813 +11%
RCM
611
RB Capital Management
Nevada
$4.22M +$26K +115 +0.6%
ATC
612
Argent Trust Co
Tennessee
$4.22M -$693K -3,065 -14%
CA
613
Claro Advisors
Massachusetts
$4.2M +$308K +1,361 +8%
FCH
614
Freestone Capital Holdings
Washington
$4.18M +$1.58M +6,992 +59%
BBVA
615
Banco Bilbao Vizcaya Argentaria
Spain
$4.16M -$11.9M -52,715 -74%
WWM
616
Western Wealth Management
Colorado
$4.16M +$4.22M +18,682 New
SFG
617
Sunburst Financial Group
Alabama
$4.16M -$2.49K -11 -0.1%
CWC
618
Carolinas Wealth Consulting
North Carolina
$4.14M -$509K -2,253 -11%
LWM
619
Lyell Wealth Management
California
$4.13M +$584K +2,586 +16%
LF
620
LifeSteps Financial
California
$4.12M -$14K -62 -0.3%
MAM
621
Madison Asset Management
Wisconsin
$4.12M +$15.6K +69 +0.4%
SWRP
622
Summit Wealth & Retirement Planning
California
$4.11M -$196K -868 -4%
PWP
623
Personal Wealth Partners
Minnesota
$4.08M -$195K -863 -4%
AWM
624
Axxcess Wealth Management
California
$4.05M +$4.12M +18,232 New
AIM
625
Acropolis Investment Management
Missouri
$4.03M +$1.01M +4,472 +33%

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.