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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
RM
751
Resource Management
Louisiana
$2.75M +$158K +701 +6%
BHB
752
Bank Hapoalim BM
Israel
$2.75M +$258K +1,142 +10%
PFWA
753
Paces Ferry Wealth Advisors
Georgia
$2.73M -$226 -1 -0%
CI
754
CX Institutional
Indiana
$2.7M -$4.07K -18 -0.1%
DFA
755
DHK Financial Advisors
New Hampshire
$2.69M +$2.74M +12,115 New
BO
756
BRR OpCo
Ohio
$2.68M -$46.8K -207 -2%
T. Rowe Price Associates
757
T. Rowe Price Associates
Maryland
$2.65M +$176K +778 +7%
TWC
758
TD Waterhouse Canada
Ontario, Canada
$2.64M +$2.58M +11,433 New
HTC
759
Haverford Trust Company
Pennsylvania
$2.64M +$25.8K +114 +1%
LIM
760
Leavell Investment Management
Alabama
$2.62M
BWA
761
Blodgett Wealth Advisors
California
$2.6M +$2.64M +11,690 New
Two Sigma Investments
762
Two Sigma Investments
New York
$2.6M -$566K -2,504 -18%
CG
763
Caprock Group
Idaho
$2.6M +$117K +516 +5%
RWP
764
Revolve Wealth Partners
New Jersey
$2.6M +$2.64M +11,666 New
SC
765
Savant Capital
Illinois
$2.58M +$333K +1,474 +15%
CCP
766
Corient Capital Partners
California
$2.57M
FPS
767
Fieldpoint Private Securities
Connecticut
$2.57M +$382K +1,690 +17%
LA
768
Lifeworks Advisors
Michigan
$2.56M +$2.6M +11,525 New
RDIA
769
RE Dickinson Investment Advisors
Iowa
$2.56M +$2.6M +11,507 New
VWA
770
Visionary Wealth Advisors
Illinois
$2.56M +$158K +699 +6%
SC
771
Shay Capital
New York
$2.56M +$2.6M +11,500 New
IFG
772
Independent Financial Group
California
$2.54M +$857K +3,792 +50%
VCM
773
Vivaldi Capital Management
Illinois
$2.54M -$1.58K -7 -0.1%
FB
774
Fulton Bank
Pennsylvania
$2.53M +$160K +710 +7%
HIA
775
Harbor Investment Advisory
Maryland
$2.52M +$251K +1,110 +11%

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.