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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
DC
976
Davenport & Co
Virginia
$1.4M -$130K -574 -8%
DIA
977
Dana Investment Advisors
Wisconsin
$1.38M -$422K -1,866 -23%
LWA
978
Lenox Wealth Advisors
New York
$1.38M -$7.91K -35 -0.6%
CCMD
979
Cypress Capital Management (Delaware)
Delaware
$1.38M -$159K -705 -10%
MAA
980
Matrix Asset Advisors
New York
$1.38M -$354K -1,568 -20%
CIA
981
Choate Investment Advisors
Massachusetts
$1.38M -$120K -531 -8%
SVWAG
982
Sound View Wealth Advisors Group
Georgia
$1.37M +$38.4K +170 +3%
MLL
983
Moody Lynn & Lieberson
Massachusetts
$1.36M -$526K -2,327 -28%
AWM
984
Avior Wealth Management
Nebraska
$1.36M -$418K -1,848 -23%
DY
985
Dowling & Yahnke
California
$1.36M -$88.1K -390 -6%
AGP
986
Autumn Glory Partners
Texas
$1.36M +$1.38M +6,110 New
MW
987
Marcum Wealth
Ohio
$1.36M +$123K +543 +10%
BFG
988
Barber Financial Group
Kansas
$1.36M -$38.5M -170,344 -97%
PO
989
Private Ocean
California
$1.35M -$16.3K -72 -1%
LK
990
Lumbard & Kellner
New Hampshire
$1.35M
ONST
991
Old North State Trust
North Carolina
$1.34M
PWG
992
Private Wealth Group
Florida
$1.33M -$1.17M -5,172 -46%
PWP
993
Pursue Wealth Partners
California
$1.33M +$1.36M +6,000 New
CCM
994
Colorado Capital Management
Colorado
$1.33M -$57.8K -256 -4%
GT
995
Greenleaf Trust
Michigan
$1.32M +$530K +2,344 +65%
ACS
996
Archford Capital Strategies
Illinois
$1.32M
LTL
997
Lowery Thomas LLC
California
$1.32M +$1.34M +5,933 New
WP
998
WealthShield Partners
North Carolina
$1.32M +$1.34M +5,929 New
AHC
999
Adell Harriman & Carpenter
Texas
$1.31M -$190K -840 -12%
B
1000
Bensler
Washington
$1.31M +$1.33M +5,875 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.