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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
BFC
1151
Bedel Financial Consulting
Indiana
$926K +$8.36K +37 +0.9%
LFG
1152
Larson Financial Group
Missouri
$925K -$2.03K -9 -0.2%
MSFS
1153
Main Street Financial Solutions
Pennsylvania
$925K +$27.1K +120 +3%
CIM
1154
CIM Investment Management
Pennsylvania
$917K
VWM
1155
Vigilare Wealth Management
Arizona
$914K -$999K -4,421 -52%
CAAS
1156
Capital Asset Advisory Services
Michigan
$913K +$35.3K +156 +4%
CCM
1157
Compton Capital Management
Rhode Island
$912K
IP
1158
Intellectus Partners
California
$912K +$129K +572 +16%
BFA
1159
Bragg Financial Advisors
North Carolina
$905K
PFA
1160
Plotkin Financial Advisors
Maryland
$903K -$1.32M -5,848 -59%
BMCM
1161
Bryn Mawr Capital Management
Pennsylvania
$897K -$10.4K -46 -1%
SGCA
1162
Steel Grove Capital Advisors
Tennessee
$896K +$4.75K +21 +0.5%
MBFW
1163
Morton Brown Family Wealth
Pennsylvania
$893K +$907K +4,015 New
AssetMark Inc
1164
AssetMark Inc
California
$892K +$151K +669 +20%
FCC
1165
Flower City Capital
New York
$891K +$905K +4,005 New
MIM
1166
Montgomery Investment Management
Maryland
$890K
KWA
1167
Kellett Wealth Advisors
Ohio
$887K +$901K +3,988 New
CFFP
1168
Center for Financial Planning
Michigan
$885K
NWM
1169
Northwest Wealth Management
Iowa
$885K
SWM
1170
SigFig Wealth Management
California
$884K +$38.6K +171 +4%
LA
1171
Latitude Advisors
Florida
$883K -$152K -672 -14%
RPGK
1172
Retirement Planning Group (Kansas)
Kansas
$881K -$63.9K -283 -7%
VCP
1173
Vista Capital Partners
Oregon
$880K
WGCA
1174
Wolf Group Capital Advisors
Virginia
$880K +$597K +2,643 +201%
CAM
1175
Concorde Asset Management
Michigan
$878K +$262K +1,158 +42%

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.