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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
SWM
1176
Shelton Wealth Management
Texas
$877K +$891K +3,943 New
PHAM
1177
Palisades Hudson Asset Management
Florida
$876K +$95.1K +421 +12%
SWA
1178
Sightline Wealth Advisors
Connecticut
$875K +$49.3K +218 +6%
CWM
1179
CIBC World Markets
New York
$874K -$37.4M -165,670 -98%
QT
1180
Quantbot Technologies
New York
$873K +$887K +3,925 New
JWS
1181
Juncture Wealth Strategies
Arizona
$872K -$2.49K -11 -0.3%
SWM
1182
Segment Wealth Management
Texas
$872K
IP
1183
Investment Partners
Ohio
$870K +$226 +1 +0%
WPC
1184
White Pine Capital
Minnesota
$869K -$38.2K -169 -4%
CPO
1185
Cerity Partners OCIO
New York
$868K -$61K -270 -6%
CFA
1186
Carroll Financial Associates
North Carolina
$868K +$55.6K +246 +7%
MFG
1187
Magnus Financial Group
New York
$868K +$82.5K +365 +10%
ZCA
1188
Zeke Capital Advisors
Pennsylvania
$867K -$4.97K -22 -0.6%
AWM
1189
Avitas Wealth Management
California
$866K -$9.94K -44 -1%
DCM
1190
Donaldson Capital Management
Indiana
$866K +$57.8K +256 +7%
BIA
1191
Bigelow Investment Advisors
Maine
$861K -$49.5K -219 -5%
TC
1192
TownSquare Capital
Utah
$860K -$63.5K -281 -7%
QCM
1193
Quest Capital Management
Texas
$860K +$16K +71 +2%
SIS
1194
Sound Income Strategies
Florida
$858K +$74.3K +329 +9%
MWM
1195
Minot Wealth Management
Massachusetts
$856K -$226 -1 -0%
WPWM
1196
Western Pacific Wealth Management
Illinois
$855K +$869K +3,844 New
ALWM
1197
Andrews Lucia Wealth Management
California
$855K +$869K +3,845 New
KA
1198
Kovack Advisors
Florida
$852K -$334K -1,476 -28%
GSWM
1199
Golden State Wealth Management
California
$851K +$51.7K +229 +6%
G
1200
GenTrust
Florida
$846K -$142K -630 -13%

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.