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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
FMWA
676
Forvis Mazars Wealth Advisors
Missouri
$3.47M -$53.6K -237 -1%
BIAS
677
Beacon Investment Advisory Services
New Jersey
$3.46M +$53.1K +235 +2%
LIA
678
LSP Investment Advisors
New York
$3.45M
VCM
679
Vision Capital Management
Oregon
$3.44M +$15.4K +68 +0.4%
FIM
680
Fernwood Investment Management
Massachusetts
$3.44M +$5.88K +26 +0.2%
SCA
681
St. Clair Advisors
Ohio
$3.42M +$2.89M +12,799 +493%
LNWWM
682
Laird Norton Wetherby Wealth Management
California
$3.42M +$233K +1,032 +7%
AIC
683
Ayalon Insurance Company
Israel
$3.42M +$2.49M +11,013 +253%
TSS
684
Two Sigma Securities
New York
$3.39M +$978K +4,329 +40%
WCM
685
WealthBridge Capital Management
Ohio
$3.36M -$898K -3,975 -21%
EWM
686
Evermay Wealth Management
Virginia
$3.35M -$72.3K -320 -2%
LIA
687
LS Investment Advisors
Michigan
$3.35M +$7.91K +35 +0.2%
HCA
688
Harbour Capital Advisors
Virginia
$3.34M -$3.39K -15 -0.1%
SSG
689
Summit Securities Group
New York
$3.34M +$542K +2,400 +19%
Fiera Capital (Canada)
690
Fiera Capital (Canada)
Quebec, Canada
$3.31M +$124K +550 +4%
LHWM
691
Lake Hills Wealth Management
Texas
$3.31M +$3.36M +14,855 New
LWANC
692
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.27M +$101K +446 +3%
JSW
693
Journey Strategic Wealth
New Jersey
$3.27M +$3.32M +14,698 New
OIA
694
OneDigital Investment Advisors
Kansas
$3.27M +$103K +456 +3%
CA
695
Continuum Advisory
Idaho
$3.26M -$20.1K -89 -0.6%
GBWM
696
Granite Bay Wealth Management
New Hampshire
$3.25M +$3.31M +14,631 New
KPWS
697
Kestra Private Wealth Services
Texas
$3.25M +$139K +617 +4%
PWM
698
Provident Wealth Management
Tennessee
$3.24M +$281K +1,243 +9%
OCG
699
Opus Capital Group
Ohio
$3.24M +$63.9K +283 +2%
VWM
700
Venturi Wealth Management
Texas
$3.23M +$2.32M +10,265 +240%

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.