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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
ACM
626
AUA Capital Management
Pennsylvania
$4.01M +$75K +332 +2%
BC
627
Bartlett & Co
Ohio
$3.99M -$116K -514 -3%
BCWM
628
Bartlett & Co Wealth Management
Ohio
$3.99M -$116K -514 -3%
ATPW
629
Ashton Thomas Private Wealth
Arizona
$3.96M -$3.36M -14,862 -46%
BFPW
630
BOK Financial Private Wealth
Colorado
$3.96M -$68.9K -305 -2%
GIP
631
Granite Investment Partners
California
$3.95M +$3.68M +16,307 +1,110%
CWM
632
Chesapeake Wealth Management
Virginia
$3.95M -$92.4K -409 -2%
CIC
633
Carnegie Investment Counsel
Ohio
$3.95M +$488K +2,160 +14%
TAM
634
Tocqueville Asset Management
New York
$3.94M +$557K +2,467 +16%
IA
635
IFG Advisory
Georgia
$3.92M +$53.6K +237 +1%
HIS
636
Harvest Investment Services
Illinois
$3.92M -$301K -1,334 -7%
PAM
637
Peak Asset Management
Colorado
$3.91M -$210K -930 -5%
TWP
638
TFO Wealth Partners
Ohio
$3.9M +$249K +1,100 +6%
MFA
639
Mayflower Financial Advisors
Massachusetts
$3.89M +$67.3K +298 +2%
C
640
CEDRUS
Colorado
$3.89M +$3.95M +17,471 New
PP
641
Pegasus Partners
Wisconsin
$3.86M +$1.54M +6,833 +65%
AWA
642
Aaron Wealth Advisors
Illinois
$3.83M +$127K +562 +3%
SC
643
Siena Capital
Ohio
$3.83M +$3.89M +17,231 New
RC
644
RegentAtlantic Capital
New Jersey
$3.83M +$33K +146 +0.9%
FPTW
645
Franklin, Parlapiano, Turner & Welch
Texas
$3.82M -$58.3K -258 -1%
GLA
646
Good Life Advisors
Pennsylvania
$3.8M +$493K +2,180 +15%
BAM
647
Bosun Asset Management
Illinois
$3.8M +$3.86M +17,088 New
AFM
648
Abbot Financial Management
Massachusetts
$3.79M +$436K +1,930 +13%
FWM
649
Frontier Wealth Management
Missouri
$3.79M +$1.13K +5 +0%
CAM
650
Cozad Asset Management
Illinois
$3.78M +$135K +597 +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.