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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
SQA
826
Simon Quick Advisors
New Jersey
$2.14M -$4.85M -21,482 -69%
GEA
827
Glen Eagle Advisors
New Jersey
$2.13M +$52.4K +232 +2%
PCMK
828
Paragon Capital Management (Kansas)
Kansas
$2.13M -$15.4K -68 -0.7%
MC
829
Middleton & Co
Massachusetts
$2.13M -$38.4K -170 -2%
RMDI
830
R.M. Davis Inc
Maine
$2.13M +$113K +500 +6%
RCM
831
Radnor Capital Management
Pennsylvania
$2.13M +$2.16M +9,562 New
KCPG
832
Kavar Capital Partners Group
Kansas
$2.09M -$16.5K -73 -0.8%
PBT
833
Pictet Bank & Trust
Bahamas
$2.07M -$22.6K -100 -1%
NIP
834
Nicholas Investment Partners
California
$2.07M +$2.1M +9,314 New
IFG
835
Investors Financial Group
Minnesota
$2.07M +$96K +425 +5%
DIP
836
DT Investment Partners
Pennsylvania
$2.06M -$1.13M -5,000 -35%
ARC
837
Advisor Resource Council
Texas
$2.05M +$1.18M +5,227 +130%
LBC
838
Lowe Brockenbrough & Co
Virginia
$2.05M -$108K -480 -5%
Fidelity International
839
Fidelity International
Bermuda
$2.04M
PA
840
PFG Advisors
Arizona
$2.04M -$276K -1,221 -12%
FC
841
Ferris Capital
Massachusetts
$2.03M +$226 +1 +0%
AA
842
AlphaMark Advisors
Kentucky
$2.03M -$192K -850 -9%
HR
843
Howe & Rusling
New York
$2.03M +$575K +2,543 +39%
PA
844
Parallel Advisors
California
$2.02M +$98.3K +435 +5%
National Bank of Canada
845
National Bank of Canada
Quebec, Canada
$2M +$2.03M +8,981 New
PWMAG
846
Pinnacle Wealth Management Advisory Group
New Jersey
$1.99M +$1.37M +6,076 +213%
GL
847
Graypoint LLC
New York
$1.99M +$996K +4,408 +98%
LSA
848
L & S Advisors
California
$1.98M +$379K +1,679 +23%
IFWM
849
Institute for Wealth Management
Colorado
$1.97M +$859K +3,802 +75%
EAM
850
Evanson Asset Management
California
$1.97M +$2.03K +9 +0.1%

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.