We are live on ! Find out more
IWM icon

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
OIA
951
Optimum Investment Advisors
Illinois
$1.49M +$15.1K +67 +1%
Macquarie Group
952
Macquarie Group
Australia
$1.49M +$1.49M +6,614 +8,590%
AC
953
Alley Company
Illinois
$1.49M
SRC
954
Sage Rhino Capital
California
$1.49M
LWCFA
955
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.48M
SMA
956
Sage Mountain Advisors
Georgia
$1.48M +$813K +3,600 +118%
OCM
957
Objective Capital Management
Ohio
$1.48M +$1.5M +6,645 New
DJSG
958
D.J. St. Germain
Massachusetts
$1.47M +$9.26K +41 +0.6%
CA
959
Cambridge Advisors
Nebraska
$1.47M
FNB
960
Farmers National Bank
Kentucky
$1.46M -$92.2K -408 -6%
PCM
961
Pointe Capital Management
Michigan
$1.46M +$70.7K +313 +5%
MWM
962
Mission Wealth Management
California
$1.46M +$17.4K +77 +1%
WHG
963
Westwood Holdings Group
Texas
$1.44M +$101K +446 +7%
Koshinski Asset Management
964
Koshinski Asset Management
Illinois
$1.44M +$324K +1,434 +28%
GIA
965
Guyasuta Investment Advisors
Pennsylvania
$1.44M +$92.6K +410 +7%
CFIA
966
Cantor Fitzgerald Investment Advisors
New York
$1.44M +$7.46K +33 +0.5%
1IA
967
1834 Investment Advisors
Wisconsin
$1.43M -$11.3K -50 -0.8%
AAM
968
Autus Asset Management
Arizona
$1.42M -$7.23K -32 -0.5%
AC
969
Addison Capital
Pennsylvania
$1.42M -$28.7K -127 -2%
CC
970
Chicago Capital
Illinois
$1.42M -$200K -887 -12%
HHGC
971
Hunting Hill Global Capital
New York
$1.41M +$1.44M +6,354 New
CAAM
972
Cornerstone Advisors Asset Management
Pennsylvania
$1.41M +$1.43M +6,341 New
AFA
973
American Financial Advisors
Georgia
$1.41M -$166K -733 -10%
KHLMVGHM
974
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.41M
SI
975
Saxon Interests
Texas
$1.4M +$1.45M +6,422 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.