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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
CWAF
1026
Core Wealth Advisors (Florida)
Florida
$1.24M
PMFA
1027
Plante Moran Financial Advisors
Michigan
$1.23M +$124K +550 +11%
PL
1028
Parthenon LLC
Kentucky
$1.23M +$56.5K +250 +5%
VA
1029
Valmark Advisers
Ohio
$1.23M -$530K -2,344 -30%
AA
1030
Alesco Advisors
New York
$1.23M +$124K +550 +11%
TIM
1031
Tortoise Investment Management
New York
$1.23M -$24.9K -110 -2%
ACI
1032
Alpha Cubed Investments
California
$1.23M -$732K -3,240 -37%
CB
1033
Community Bank
New York
$1.22M
EA
1034
Elm Advisors
California
$1.22M
IF
1035
Ironwood Financial
Arizona
$1.21M -$9.26K -41 -0.7%
TLFA
1036
True Link Financial Advisors
California
$1.21M +$235K +1,038 +24%
FFN
1037
Focus Financial Network
Minnesota
$1.19M -$34.1K -151 -3%
SAM
1038
Secure Asset Management
Michigan
$1.19M -$46.8K -207 -4%
CAG
1039
Crestwood Advisors Group
Massachusetts
$1.19M +$124K +550 +11%
MA
1040
MBA Advisors
Pennsylvania
$1.19M +$584K +2,583 +94%
GKWIM
1041
Gerber Kawasaki Wealth & Investment Management
California
$1.18M +$1.18M +5,238 +7,483%
BCP
1042
Berkeley Capital Partners
Georgia
$1.18M +$1.19M +5,287 New
MCM
1043
Mainstay Capital Management
Michigan
$1.18M +$294K +1,303 +33%
MCM
1044
MV Capital Management
Maryland
$1.17M +$12.2K +54 +1%
APIM
1045
Agate Pass Investment Management
Washington
$1.17M +$1.19M +5,260 New
CCG
1046
Cypress Capital Group
Florida
$1.17M +$600K +2,655 +103%
MFT
1047
Moisand Fitzgerald Tamayo
Florida
$1.16M +$22.6K +100 +2%
NCM
1048
Neumann Capital Management
California
$1.16M -$75.2K -333 -6%
PBF
1049
Petix & Botte Financial
California
$1.16M -$1.92M -8,515 -62%
CT
1050
Cambridge Trust
Massachusetts
$1.16M +$742K +3,282 +170%

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.