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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
HWA
76
Heritage Wealth Advisors
Virginia
$105M +$15.8K +70 +0%
IRF
77
IBM Retirement Fund
New York
$103M -$39.6M -175,300 -27%
GC
78
Guggenheim Capital
Illinois
$94.8M +$26.4M +116,863 +38%
CFG
79
Citizens Financial Group
Rhode Island
$85.5M +$7.46M +33,015 +9%
LCG
80
Luxor Capital Group
New York
$81.5M +$74.6M +329,929 +901%
TRCT
81
Tower Research Capital (TRC)
New York
$80.5M +$40.8M +180,613 +100%
WT
82
Washington Trust
Rhode Island
$79.1M +$879K +3,891 +1%
HHGA
83
Halbert Hargrove Global Advisors
California
$79M +$88.6K +392 +0.1%
PPFA
84
Provida Pension Fund Administrator
Chile
$78.4M +$35.2M +155,617 +79%
WT
85
Whittier Trust
California
$77.5M -$1.63M -7,208 -2%
Charles Schwab
86
Charles Schwab
California
$77.2M -$313K -1,386 -0.4%
Mackenzie Financial
87
Mackenzie Financial
Ontario, Canada
$77.1M +$64.4M +285,027 +464%
PCM
88
Prelude Capital Management
New York
$75.3M -$6.63M -29,350 -8%
AWM
89
AE Wealth Management
Kansas
$74.3M -$15.4M -68,167 -17%
Deutsche Bank
90
Deutsche Bank
Germany
$72.8M -$11.4M -50,503 -13%
RFC
91
Regions Financial Corp
Alabama
$72.3M +$132K +586 +0.2%
MCM
92
MAI Capital Management
Ohio
$72.1M +$5.07M +22,432 +7%
Bank Julius Baer & Co
93
Bank Julius Baer & Co
Switzerland
$71.8M -$33.4M -147,988 -31%
AT
94
Arvest Trust
Oklahoma
$71.5M +$72.6M +321,476 New
CTC (Chicago Trading Company)
95
CTC (Chicago Trading Company)
Illinois
$69.9M +$71M +314,123 New
Creative Planning
96
Creative Planning
Kansas
$69.8M +$9.73M +43,064 +16%
Capstone Investment Advisors
97
Capstone Investment Advisors
New York
$69.6M +$38.9M +172,163 +122%
Kayne Anderson Rudnick Investment Management
98
Kayne Anderson Rudnick Investment Management
California
$67.2M +$64.4M +285,137 +1,713%
MGIA
99
Moneta Group Investment Advisors
Missouri
$66.3M +$1.94M +8,595 +3%
William Blair & Company
100
William Blair & Company
Illinois
$66.1M +$16.7M +73,808 +33%

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.