We are live on ! Find out more
IWM icon

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
HGERS
1101
Householder Group Estate & Retirement Specialist
Arizona
$1.03M +$1.05M +4,644 New
GJIC
1102
Gamble Jones Investment Counsel
California
$1.03M
WPP
1103
Whalerock Point Partners
Rhode Island
$1.03M +$16K +71 +2%
BFA
1104
Brown Financial Advisory
Alabama
$1.03M
DLCIG
1105
D.L. Carlson Investment Group
New Hampshire
$1.03M +$51.5K +228 +5%
AAM
1106
Ameraudi Asset Management
New York
$1.02M +$189K +835 +22%
DDPIC
1107
Deroy & Devereaux Private Investment Counsel
Michigan
$1.02M +$530K +2,345 +104%
EE
1108
EWG Elevate
California
$1.02M -$4.43M -19,617 -81%
HA
1109
HFG Advisors
Ohio
$1.02M +$1.04M +4,595 New
AFO
1110
Allie Family Office
Florida
$1.02M +$1.04M +4,596 New
WCM
1111
Windsor Capital Management
Arizona
$1.02M -$2.03K -9 -0.2%
V
1112
VeraBank
Texas
$1.01M +$281K +1,245 +38%
BWA
1113
Bordeaux Wealth Advisors
California
$1.01M +$200K +887 +24%
CHA
1114
Carmichael Hill & Associates
Maryland
$1M +$858K +3,798 +531%
SS
1115
Sunbelt Securities
Texas
$1M -$76.4K -338 -6%
BHWM
1116
Beaird Harris Wealth Management
Texas
$1M +$1.02M +4,510 New
EWA
1117
Exencial Wealth Advisors
Oklahoma
$1M +$1.02M +4,500 New
MWM
1118
Mattern Wealth Management
Kansas
$997K -$564K -2,496 -36%
CFG
1119
Cooper Financial Group
California
$994K -$52.2K -231 -5%
COCM
1120
Charter Oak Capital Management
New Hampshire
$993K -$14.9K -66 -1%
FBFS
1121
First Business Financial Services
Wisconsin
$991K
SWA
1122
Sutton Wealth Advisors
Florida
$991K +$74.6K +330 +8%
Federated Hermes
1123
Federated Hermes
Pennsylvania
$990K -$674K -2,985 -40%
MJRIC
1124
Mogy Joel R Investment Counsel
California
$990K +$768K +3,400 +324%
LOPW
1125
Live Oak Private Wealth
North Carolina
$976K -$7.46K -33 -0.7%

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.