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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
GW
726
GW & Wade
Massachusetts
$3.03M +$39.1K +173 +1%
CW
727
CreativeOne Wealth
Kansas
$3.03M +$105K +466 +4%
PHK
728
Point72 Hong Kong
Hong Kong
$3.01M +$3.05M +13,519 New
CS
729
Cannell & Spears
New York
$3.01M +$1.1M +4,863 +56%
BFM
730
Boothbay Fund Management
New York
$2.99M -$6.59M -29,156 -68%
DI
731
Disciplined Investments
Oklahoma
$2.99M -$10.6K -47 -0.3%
DTC
732
Davidson Trust Company
Washington
$2.94M +$29.6K +131 +1%
Simplex Trading
733
Simplex Trading
Illinois
$2.94M +$2.99M +13,233 New
SFG
734
Summit Financial Group
West Virginia
$2.92M +$270K +1,195 +10%
ATWA
735
Arbor Trust Wealth Advisors
Michigan
$2.91M +$39.1K +173 +1%
MFC
736
Mechanics Financial Corp
Ohio
$2.9M +$2.95M +13,045 New
BA
737
Bristlecone Advisors
Washington
$2.9M -$466K -2,062 -14%
EIA
738
Eldridge Investment Advisors
New Hampshire
$2.88M +$13.3K +59 +0.5%
SFA
739
Seneca Financial Advisors
New York
$2.87M +$356K +1,576 +14%
SSB
740
Sandy Spring Bank
Maryland
$2.87M +$185K +819 +7%
Loomis, Sayles & Company
741
Loomis, Sayles & Company
Massachusetts
$2.86M +$2.38M +10,542 +457%
PCM
742
Penn Capital Management
Pennsylvania
$2.83M +$2.35M +10,406 +448%
BFEC
743
Benjamin F. Edwards & Company
Missouri
$2.82M -$24.6K -109 -0.9%
NEAM
744
New England Asset Management
Connecticut
$2.82M
3C
745
325 Capital
New York
$2.81M +$2.86M +12,655 New
HI
746
Harbour Investments
Wisconsin
$2.81M -$1.15M -5,082 -29%
Russell Investments Group
747
Russell Investments Group
United Kingdom
$2.81M +$281K +1,244 +11%
WPW
748
Waldron Private Wealth
Pennsylvania
$2.8M -$630K -2,790 -18%
LWAC
749
Laurel Wealth Advisors (California)
California
$2.77M -$8.13K -36 -0.3%
VWM
750
Valley Wealth Managers
New Jersey
$2.76M

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.