IWM icon

iShares Russell 2000 ETF

2,024 hedge funds and large institutions have $72.1B invested in iShares Russell 2000 ETF in 2021 Q4 according to their latest regulatory filings, with 358 funds opening new positions, 834 increasing their positions, 552 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,024
Holders Change
+218
Holders Change %
+12.07%
% of All Funds
31.26%
Holding in Top 10
224
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.16%
% of All Funds
3.46%
New
358
Increased
834
Reduced
552
Closed
106
Calls
$32.4B
Puts
$60.8B
Net Calls
-$28.4B
Net Calls Change
+$8.59B
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
801
FAS Wealth Partners
Kansas
$2.29M +$6.67K +30 +0.3%
TPA
802
Trivium Point Advisory
Connecticut
$2.29M +$53.8K +242 +2%
UWM
803
USAdvisors Wealth Management
Minnesota
$2.29M -$299K -1,342 -12%
SWA
804
Stratos Wealth Advisors
Ohio
$2.29M +$1.36M +6,099 +146%
RCM
805
RNC Capital Management
California
$2.28M +$2.28M +10,225 New
MFG
806
MidWestOne Financial Group
Iowa
$2.27M
LAS
807
Lloyd Advisory Services
Georgia
$2.27M +$2.01M +9,041 +770%
PP
808
Patten & Patten
Tennessee
$2.27M -$132K -594 -6%
BA
809
Ballast Advisors
Minnesota
$2.24M +$34.3K +154 +2%
S
810
SignatureFD
Georgia
$2.23M +$35.8K +161 +2%
IDBONY
811
Israel Discount Bank of New York
New York
$2.23M +$77.2K +347 +4%
OHWP
812
Oak Harbor Wealth Partners
North Carolina
$2.23M +$2.23M +10,007 New
CCM
813
Campbell Capital Management
Florida
$2.22M +$2.22M +10,000 New
5L
814
55I LLC
Massachusetts
$2.21M -$1.01M -4,553 -31%
FIA
815
Foundations Investment Advisors
Arizona
$2.2M +$8.64K +40 +0.4%
MA
816
MONECO Advisors
Connecticut
$2.2M +$13K +66 +0.6%
DFC
817
DBK Financial Counsel
Ohio
$2.2M +$2.2M +9,886 New
JPG
818
Jordan Park Group
California
$2.19M +$234K +1,051 +12%
OBGC
819
O'Brien Greene & Co
Pennsylvania
$2.17M -$1.01M -4,524 -32%
LC
820
Lavaca Capital
Texas
$2.16M +$2.16M +9,727 New
1WM
821
1900 Wealth Management
Texas
$2.14M -$72.7K -327 -3%
RWG
822
Regal Wealth Group
California
$2.14M -$28.7K -129 -1%
SQA
823
Simon Quick Advisors
New Jersey
$2.14M -$4.78M -21,482 -69%
GEA
824
Glen Eagle Advisors
New Jersey
$2.13M +$51.6K +232 +2%
PCMK
825
Paragon Capital Management (Kansas)
Kansas
$2.13M -$15.1K -68 -0.7%