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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
HWM
1076
Howard Wealth Management
Connecticut
$1.09M +$22.8K +101 +2%
CA
1077
Calton & Associates
Florida
$1.08M -$1.45M -6,425 -57%
IB
1078
Intrust Bank
Kansas
$1.08M
BDFN
1079
Bond & Devick Financial Network
Minnesota
$1.08M -$28.7K -127 -3%
UWPG
1080
Ullmann Wealth Partners Group
Florida
$1.08M +$743K +3,290 +213%
APW
1081
Aurora Private Wealth
New Jersey
$1.07M -$117K -517 -10%
FFA
1082
Fragasso Financial Advisors
Pennsylvania
$1.07M +$904 +4 +0.1%
SCA
1083
Sage Capital Advisors
South Dakota
$1.07M +$22.6K +100 +2%
MPW
1084
Melone Private Wealth
Michigan
$1.07M +$1.09M +4,814 New
MTIC
1085
Missouri Trust & Investment Company
Missouri
$1.07M +$1.09M +4,802 New
CHJWM
1086
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.06M +$158K +699 +15%
PCG
1087
Private Capital Group
Connecticut
$1.06M +$211K +933 +24%
ERWM
1088
Elk River Wealth Management
Colorado
$1.06M -$127K -560 -11%
GVAG
1089
Great Valley Advisor Group
Delaware
$1.06M +$52.4K +232 +5%
FANJ
1090
Financial Architects (New Jersey)
New Jersey
$1.05M -$49.9K -221 -4%
AIM
1091
AMI Investment Management
Indiana
$1.05M +$45.9K +203 +4%
AMC
1092
Asset Management Corp
Illinois
$1.05M +$1.07M +4,729 New
AF
1093
AtlasMark Financial
Texas
$1.05M
SWM
1094
Sugarloaf Wealth Management
Georgia
$1.04M +$69.1K +306 +7%
BFM
1095
Broadview Financial Management
Wisconsin
$1.04M +$5.88K +26 +0.6%
PWP
1096
Perfromance Wealth Partners
Illinois
$1.04M +$1.06M +4,679 New
BA
1097
Bluesphere Advisors
Pennsylvania
$1.04M +$1.36K +6 +0.1%
WTB
1098
Washington Trust Bank
Washington
$1.04M
CPA
1099
Clear Perspective Advisors
Illinois
$1.04M +$66.4K +294 +7%
CPA
1100
Cardiff Park Advisors
California
$1.03M +$1.05M +4,642 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.