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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
RHBC
901
R.H. Bluestein & Co
Michigan
$1.69M +$1.24M +5,500 +263%
CCG
902
Chatham Capital Group
Georgia
$1.69M +$904 +4 +0.1%
FDCDDQ
903
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.68M -$2.92M -12,926 -63%
FA
904
Fagan Associates
New York
$1.67M -$13.1K -58 -0.8%
CWP
905
Curated Wealth Partners
California
$1.67M +$1.7M +7,507 New
PIA
906
Pinion Investment Advisors
Kansas
$1.66M +$19.7K +87 +1%
EFS
907
Essex Financial Services
Connecticut
$1.66M +$288K +1,273 +21%
PCM
908
Presidio Capital Management
California
$1.66M +$1.68M +7,443 New
CWM
909
ClientFirst Wealth Management
Arkansas
$1.65M +$1.8M +7,970 New
NPA
910
Nichols & Pratt Advisers
Massachusetts
$1.64M +$5.65K +25 +0.3%
SIG
911
Stonegate Investment Group
Alabama
$1.64M +$1.67M +7,376 New
NCA
912
New Century Advisors
Maryland
$1.64M +$1.67M +7,370 New
BMWM
913
Brown Miller Wealth Management
Virginia
$1.63M +$13.3K +59 +0.8%
CASB
914
Cape Ann Savings Bank
Massachusetts
$1.63M -$31.2K -138 -2%
MMG
915
Monetary Management Group
Missouri
$1.63M +$26.4K +117 +2%
CI
916
Cavalier Investments
Georgia
$1.62M +$964K +4,268 +141%
AWS
917
AJ Wealth Strategies
New York
$1.61M +$21.5K +95 +1%
SCA
918
Stonebridge Capital Advisors
Minnesota
$1.61M +$181K +800 +12%
FCMA
919
Foresight Capital Management Advisors
Michigan
$1.6M +$1.63M +7,217 New
MIA
920
MainStreet Investment Advisors
Illinois
$1.6M -$55.8K -247 -3%
CWA
921
Centennial Wealth Advisory
Michigan
$1.59M +$30.1K +133 +2%
TI
922
Trexquant Investment
Connecticut
$1.57M -$154K -683 -9%
AA
923
Ancora Advisors
Ohio
$1.57M +$1.6M +7,074 New
AWA
924
Arete Wealth Advisors
Illinois
$1.57M -$376K -1,663 -19%
OAM
925
Occidental Asset Management
California
$1.56M -$9.72K -43 -0.6%

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.