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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
AWM
1126
AAF Wealth Management
Massachusetts
$975K -$10.8K -48 -1%
KPCM
1127
Kings Point Capital Management
New York
$971K +$197K +870 +25%
MRWM
1128
ML&R Wealth Management
Texas
$971K +$987K +4,366 New
ECM
1129
Elgethun Capital Management
South Dakota
$970K +$6.1K +27 +0.6%
CT
1130
Caldwell Trust
Florida
$969K
BAM
1131
Bruderman Asset Management
New York
$966K -$2.33M -10,307 -70%
LC
1132
LCNB Corp
Ohio
$960K +$27.6K +122 +3%
TDC
1133
Thompson Davis & Co
Virginia
$958K +$973K +4,305 New
PWLP
1134
Prio Wealth Limited Partnership
Massachusetts
$957K
VR
1135
Viridian RIA
Washington
$957K +$972K +4,302 New
ACM
1136
Advisors Capital Management
New Jersey
$956K +$78.2K +346 +9%
BWCS
1137
Beirne Wealth Consulting Services
Connecticut
$951K -$257K -1,137 -21%
TP
1138
Tranquility Partners
Tennessee
$949K +$380K +1,683 +65%
GFS
1139
GYL Financial Synergies
Connecticut
$948K
PMG
1140
ProVise Management Group
Florida
$947K +$5.42K +24 +0.6%
AWM
1141
Aprio Wealth Management
Georgia
$945K -$1.97M -8,702 -67%
FG
1142
Fiduciary Group
Georgia
$941K -$30.5K -135 -3%
KJHP
1143
K.J. Harrison & Partners
Ontario, Canada
$936K +$249K +1,100 +35%
ACP
1144
Aveo Capital Partners
Colorado
$935K -$3.49M -15,449 -79%
DWP
1145
Destiny Wealth Partners
Florida
$935K
AC
1146
Abbrea Capital
California
$935K +$351K +1,555 +59%
VAM
1147
Verity Asset Management
North Carolina
$934K +$143K +632 +18%
HCM
1148
HM Capital Management
Missouri
$931K
PWPCM
1149
Perella Weinberg Partners Capital Management
New York
$930K +$944K +4,179 New
MS
1150
Maven Securities
Jersey
$929K +$944K +4,177 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.