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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
MUAMU
651
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.78M -$226K -1,000 -6%
MWM
652
Merriman Wealth Management
Washington
$3.78M -$2.04M -9,020 -35%
CAGAS
653
Capital Advisory Group Advisory Services
Minnesota
$3.77M -$522K -2,308 -12%
RCMC
654
RK Capital Management (Colorado)
Colorado
$3.76M -$1.6M -7,090 -30%
MC
655
Mathes Company
New York
$3.75M -$11.3K -50 -0.3%
OR
656
Olympiad Research
Connecticut
$3.7M +$899K +3,977 +31%
SRG
657
SBB Research Group
Illinois
$3.69M +$3.75M +16,596 New
NHC
658
Nicholas Hoffman & Company
Georgia
$3.67M +$169K +747 +5%
APG
659
Abacus Planning Group
South Carolina
$3.65M -$20.8K -92 -0.6%
Capital Fund Management (CFM)
660
Capital Fund Management (CFM)
France
$3.65M +$3.71M +16,421 New
BRWA
661
B. Riley Wealth Advisors
Florida
$3.64M +$197K +873 +6%
ETIA
662
Epic Trust Investment Advisors
Washington
$3.64M +$3.7M +16,370 New
CCA
663
Column Capital Advisors
Indiana
$3.63M -$92.6K -410 -2%
HCC
664
Hirtle Callaghan & Co
Pennsylvania
$3.63M +$1.23M +5,432 +50%
BWM
665
BT Wealth Management
Georgia
$3.62M +$1.81K +8 +0%
IBOK
666
Independence Bank of Kentucky
Kentucky
$3.61M +$181K +800 +5%
EVM
667
Evelyn V. Moreno
$3.61M +$315K +1,394 +9%
FFA
668
First Foundation Advisors
California
$3.6M +$2.94M +13,016 +409%
SIC
669
Salem Investment Counselors
North Carolina
$3.59M -$45.9K -203 -1%
B
670
Bailard
California
$3.58M +$656K +2,905 +22%
BHIA
671
Birch Hill Investment Advisors
Massachusetts
$3.57M -$112K -497 -3%
RIA
672
Regal Investment Advisors
Michigan
$3.57M +$343K +1,520 +10%
FSWA
673
Financial Synergies Wealth Advisors
Texas
$3.56M -$48.4K -214 -1%
BOTW
674
Bank of the West
California
$3.51M +$670K +2,965 +23%
TCOK
675
Trust Company of Kansas
Kansas
$3.49M +$3.55M +15,691 New

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.