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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
WPC
876
Wedmont Private Capital
Pennsylvania
$1.83M +$1.93M +8,540 New
BFO
877
Boston Family Office
Massachusetts
$1.83M -$28.7K -127 -2%
AWM
878
Apollon Wealth Management
South Carolina
$1.82M +$962K +4,257 +99%
GBT
879
Grove Bank & Trust
Florida
$1.82M
Wealth Enhancement Advisory Services
880
Wealth Enhancement Advisory Services
Minnesota
$1.81M -$363K -1,608 -15%
AMCA
881
Arthur M. Cohen & Associates
Illinois
$1.81M -$4.07K -18 -0.2%
PA
882
Procyon Advisors
Connecticut
$1.79M +$1.14M +5,037 +167%
IWA
883
Intercontinental Wealth Advisors
Texas
$1.79M +$14.9K +66 +0.8%
SF
884
Summit Financial
New Jersey
$1.78M +$56K +248 +3%
JGIA
885
Jackson Grant Investment Advisers
Connecticut
$1.77M +$103K +454 +6%
CFO
886
Collective Family Office
Pennsylvania
$1.77M
PF
887
Phoenix Financial
Israel
$1.76M -$3.34M -14,800 -65%
HSA
888
HBK Sorce Advisory
Pennsylvania
$1.76M +$274K +1,213 +18%
Axa
889
Axa
France
$1.76M +$136K +604 +8%
OIM
890
Orca Investment Management
Oregon
$1.76M -$62.6K -277 -3%
MWA
891
Meridian Wealth Advisors
Texas
$1.75M +$22.1K +98 +1%
MG
892
Mather Group
Illinois
$1.74M +$52K +230 +3%
IMOV
893
Investment Management of Virginia
Virginia
$1.73M -$1.49M -6,595 -46%
LB
894
Legacy Bridge
Iowa
$1.72M +$22.6K +100 +1%
IG
895
ING Group
Netherlands
$1.71M -$866K -3,831 -33%
LFAS
896
Level Four Advisory Services
Texas
$1.71M +$49.9K +221 +3%
MAM
897
Meeder Asset Management
Ohio
$1.71M +$195K +863 +13%
PPP
898
Private Portfolio Partners
New Jersey
$1.7M +$19.2K +85 +1%
VPIM
899
Vanguard Personalized Indexing Management
California
$1.7M -$116K -513 -6%
CWA
900
CJM Wealth Advisers
Virginia
$1.69M +$1.72M +7,617 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.