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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
OPS
701
Orion Portfolio Solutions
Nebraska
$3.22M -$69.4K -307 -2%
OPCM
702
Osborne Partners Capital Management
California
$3.21M +$946K +4,188 +41%
MCM
703
Maryland Capital Management
Maryland
$3.2M +$226 +1 +0%
BWA
704
Beam Wealth Advisors
Louisiana
$3.2M -$66.9K -296 -2%
GA
705
Geller Advisors
New York
$3.19M +$6.33K +28 +0.2%
NSCM
706
New South Capital Management
Tennessee
$3.15M +$1.11M +4,916 +53%
SC
707
Sepio Capital
Utah
$3.15M -$3.56M -15,764 -53%
SIA
708
Stegner Investment Associates
Kentucky
$3.15M -$1.64M -7,263 -34%
HWM
709
HB Wealth Management
Georgia
$3.15M +$3.2M +14,167 New
PA
710
Pinnacle Associates
New York
$3.12M +$1.7M +7,531 +116%
SHWM
711
Smith & Howard Wealth Management
Georgia
$3.11M +$78.4K +347 +3%
CCM
712
Channing Capital Management
Illinois
$3.11M +$723K +3,200 +30%
TI
713
Telemetry Investments
New York
$3.11M +$1.58M +7,000 +100%
VCM
714
Verger Capital Management
North Carolina
$3.11M +$9.94K +44 +0.3%
CA
715
Capital Advantage
California
$3.1M -$678 -3 -0%
IUHSA
716
Itau Unibanco Holding S.A.
Brazil
$3.1M +$825K +3,650 +35%
QCG
717
Quadrant Capital Group
Ohio
$3.1M +$712K +3,152 +29%
IF
718
Intrua Financial
Texas
$3.1M +$924K +4,087 +42%
SBLIC
719
Security Benefit Life Insurance Company
Kansas
$3.07M -$6.85M -30,300 -69%
GWCM
720
Godshalk Welsh Capital Management
Pennsylvania
$3.06M +$9.04K +40 +0.3%
BFG
721
Bouchey Financial Group
New York
$3.05M -$104K -462 -3%
FCM
722
Firestone Capital Management
Florida
$3.05M -$2.49K -11 -0.1%
CWA
723
Capital Wealth Alliance
Arizona
$3.05M +$10.2K +45 +0.3%
MPPLM
724
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.04M -$165K -730 -5%
BAM
725
Berkshire Asset Management
Pennsylvania
$3.03M +$71.9K +318 +2%

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.