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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
CS
51
Credit Suisse
Switzerland
$184M -$179M -793,526 -49%
Jane Street
52
Jane Street
New York
$183M +$10.3M +45,757 +6%
Brown Advisory
53
Brown Advisory
Maryland
$183M +$6.97M +30,853 +4%
LIA
54
LBMC Investment Advisors
Tennessee
$171M +$172M +761,413 +9,592%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$170M +$28.3M +125,324 +20%
Franklin Resources
56
Franklin Resources
California
$164M -$1.48M -6,556 -0.9%
V
57
Veritable
Delaware
$164M +$1.79M +7,942 +1%
BRF
58
B. Riley Financial
California
$160M +$163M +720,000 New
HSBC Holdings
59
HSBC Holdings
United Kingdom
$159M +$24.4M +108,022 +18%
JG
60
Jefferies Group
New York
$159M +$95.4M +422,098 +145%
Mariner
61
Mariner
Kansas
$157M +$4.75M +21,024 +3%
BC
62
Broadwood Capital
New York
$153M
APF
63
Alaska Permanent Fund
Alaska
$152M +$170M +753,605 New
Citadel Advisors
64
Citadel Advisors
Florida
$145M +$37.6M +166,206 +34%
HP
65
Hound Partners
New York
$144M +$20.7M +91,421 +16%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$128M +$3.5M +15,497 +3%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$127M +$3.48M +15,404 +3%
CB
68
Commerce Bank
Missouri
$125M -$1.28M -5,647 -1%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$122M +$19.7M +87,093 +19%
AllianceBernstein
70
AllianceBernstein
Tennessee
$117M -$26.8M -118,455 -18%
SHGA
71
Sand Hill Global Advisors
California
$115M +$4.86M +21,502 +4%
HighTower Advisors
72
HighTower Advisors
Illinois
$114M +$21.6M +95,531 +23%
Stifel Financial
73
Stifel Financial
Missouri
$112M +$16.5M +72,935 +17%
TAF
74
Tredje AP-fonden
Sweden
$111M -$39.5M -175,000 -26%
GT
75
Glenmede Trust
Pennsylvania
$106M +$3.13M +13,850 +3%

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.