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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
RWMH
1001
Riverpoint Wealth Management Holdings
Illinois
$1.3M +$678 +3 +0.1%
AWM
1002
Activest Wealth Management
Florida
$1.3M +$188K +832 +17%
NFG
1003
Next Financial Group
Texas
$1.29M -$257K -1,139 -16%
MA
1004
Maxele Advisors
Missouri
$1.29M +$1.31M +5,795 New
APP
1005
Avantax Planning Partners
Iowa
$1.29M +$59K +261 +5%
TFF
1006
The Family Firm
Maryland
$1.28M -$42.9K -190 -3%
BRWM
1007
B. Riley Wealth Management
Tennessee
$1.28M +$149K +661 +13%
DE
1008
Day & Ennis
Georgia
$1.28M -$4.97K -22 -0.4%
CFA
1009
Capstone Financial Advisors
Illinois
$1.28M +$628K +2,779 +93%
PFA
1010
Pettinga Financial Advisors
Indiana
$1.28M +$254K +1,122 +24%
CWM
1011
Chicago Wealth Management
Illinois
$1.28M -$26K -115 -2%
BONH
1012
Bank of New Hampshire
New Hampshire
$1.28M
WP
1013
WealthSource Partners
California
$1.27M +$448K +1,983 +53%
EIG
1014
Ellenbecker Investment Group
Wisconsin
$1.27M -$5.65K -25 -0.4%
HA
1015
HYA Advisors
Missouri
$1.27M +$7.46K +33 +0.6%
Tudor Investment Corp
1016
Tudor Investment Corp
Connecticut
$1.27M +$1.29M +5,704 New
BCV
1017
Banque Cantonale Vaudoise
Switzerland
$1.27M +$1.1M +4,874 +591%
AF
1018
Aldebaran Financial
$1.27M +$21.7K +96 +2%
MAP
1019
Moody Aldrich Partners
Massachusetts
$1.26M +$1.28M +5,668 New
RIL
1020
Rothschild Investment LLC
Illinois
$1.26M +$22.6K +100 +2%
IA
1021
IFG Advisors
Missouri
$1.25M +$7.68K +34 +0.6%
RZH
1022
Relyea Zuckerberg Hanson
Connecticut
$1.24M -$2.94K -13 -0.2%
TIA
1023
Tiemann Investment Advisors
California
$1.24M +$498K +2,203 +65%
TAM
1024
Townsend Asset Management
North Carolina
$1.24M -$16K -71 -1%
MPM
1025
Meritage Portfolio Management
Kansas
$1.24M -$217K -960 -15%

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.