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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
GWANC
801
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.32M +$2.36M +10,442 New
SIAM
802
Sterling Investment Advisors (Missouri)
Missouri
$2.31M -$108K -476 -4%
NB
803
Nicolet Bankshares
Wisconsin
$2.3M +$656K +2,901 +39%
FWP
804
FAS Wealth Partners
Kansas
$2.29M +$6.78K +30 +0.3%
TPA
805
Trivium Point Advisory
Connecticut
$2.29M +$54.7K +242 +2%
UWM
806
USAdvisors Wealth Management
Minnesota
$2.29M -$303K -1,342 -12%
SWA
807
Stratos Wealth Advisors
Ohio
$2.29M +$1.38M +6,099 +146%
RCM
808
RNC Capital Management
California
$2.27M +$2.31M +10,225 New
MFG
809
MidWestOne Financial Group
Iowa
$2.27M
LAS
810
Lloyd Advisory Services
Georgia
$2.27M +$2.04M +9,041 +770%
PP
811
Patten & Patten
Tennessee
$2.27M -$134K -594 -6%
BA
812
Ballast Advisors
Minnesota
$2.24M +$34.8K +154 +2%
S
813
SignatureFD
Georgia
$2.23M +$36.4K +161 +2%
IDBONY
814
Israel Discount Bank of New York
New York
$2.23M +$78.4K +347 +4%
OHWP
815
Oak Harbor Wealth Partners
North Carolina
$2.23M +$2.26M +10,007 New
CCM
816
Campbell Capital Management
Florida
$2.22M +$2.26M +10,000 New
5L
817
55I LLC
Massachusetts
$2.21M -$1.03M -4,553 -31%
FIA
818
Foundations Investment Advisors
Arizona
$2.2M +$9.04K +40 +0.4%
MA
819
MONECO Advisors
Connecticut
$2.2M +$14.9K +66 +0.6%
DFC
820
DBK Financial Counsel
Ohio
$2.2M +$2.23M +9,886 New
JPG
821
Jordan Park Group
California
$2.19M +$237K +1,051 +12%
OBGC
822
O'Brien Greene & Co
Pennsylvania
$2.17M -$1.02M -4,524 -32%
LC
823
Lavaca Capital
Texas
$2.16M +$2.2M +9,727 New
1WM
824
1900 Wealth Management
Texas
$2.14M -$73.9K -327 -3%
RWG
825
Regal Wealth Group
California
$2.14M -$29.1K -129 -1%

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.