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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
SIA
776
Schechter Investment Advisors
Michigan
$2.52M +$2.56M +11,321 New
RG
777
Retirement Group
California
$2.5M +$1.43M +6,342 +129%
PAM
778
PVG Asset Management
Colorado
$2.49M +$220K +972 +10%
OPWM
779
Oakwell Private Wealth Management
Texas
$2.47M +$1.13K +5 +0%
FA
780
Fermata Advisors
California
$2.45M -$1.2M -5,313 -33%
6F
781
626 Financial
Michigan
$2.45M +$2.49M +11,025 New
SG
782
StoneX Group
New York
$2.45M -$384K -1,699 -13%
EPM
783
Equitec Proprietary Markets
Illinois
$2.45M +$748K +3,312 +43%
LA
784
LVW Advisors
New York
$2.45M +$64.6K +286 +3%
SSA
785
Schonfeld Strategic Advisors
New York
$2.44M +$2.29M +10,155 +1,212%
PWPS
786
Pinnacle Wealth Planning Services
Ohio
$2.44M -$296K -1,312 -11%
CWM
787
Cornerstone Wealth Management
Missouri
$2.4M +$309K +1,368 +15%
HCMT
788
Highland Capital Management (Tennessee)
Tennessee
$2.39M -$206K -910 -8%
ABC
789
Associated Banc-Corp
Wisconsin
$2.39M -$110K -485 -4%
ECM
790
Evergreen Capital Management
Washington
$2.39M +$20.6K +91 +0.9%
KCM
791
Karp Capital Management
California
$2.39M +$5.88K +26 +0.2%
BCM
792
Brookstone Capital Management
Illinois
$2.38M -$1.91M -8,454 -43%
MSAM
793
Moloney Securities Asset Management
Missouri
$2.38M -$2.13M -9,435 -47%
ST
794
Sabal Trust
Florida
$2.35M +$20.8K +92 +0.9%
ST
795
Spinnaker Trust
Maine
$2.35M
LNWTC
796
Laird Norton Wetherby Trust Company
Washington
$2.35M +$91.3K +404 +4%
ACM
797
Azimuth Capital Management
Michigan
$2.34M +$27.3K +121 +1%
WIC
798
Whitegate Investment Counselors
New Hampshire
$2.33M +$765K +3,385 +48%
CG
799
Castellan Group
Kentucky
$2.33M +$83.2K +368 +4%
LCM
800
Linker Capital Management
Kentucky
$2.33M +$2.36M +10,460 New

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.