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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
NFG
1201
Nations Financial Group
Iowa
$844K +$35.7K +158 +4%
KF
1202
Krilogy Financial
Missouri
$844K +$106K +467 +14%
WFA
1203
Wade Financial Advisory
California
$843K
KAH
1204
Kathryn A. Hall
$842K
DBT
1205
Dubuque Bank & Trust
Iowa
$841K -$416K -1,843 -33%
CHA
1206
Cooper/Haims Advisors
New York
$839K +$226 +1 +0%
SBIA
1207
Sheaff Brock Investment Advisors
Indiana
$839K +$339K +1,501 +66%
CST
1208
Charles Schwab Trust
Nevada
$838K
CF
1209
Centaurus Financial
California
$837K -$1.7M -7,529 -67%
MIFH
1210
Migdal Insurance & Financial Holdings
Israel
$836K +$725K +3,209 +591%
KWM
1211
Kaydan Wealth Management
Michigan
$835K +$848K +3,755 New
NSIM
1212
North Star Investment Management
Illinois
$833K +$74.8K +331 +10%
SCA
1213
Snowden Capital Advisors
New York
$832K -$143K -632 -14%
IIM
1214
InTrack Investment Management
Vermont
$832K -$129K -569 -13%
IIC
1215
Integrated Investment Consultants
Michigan
$831K -$12.7K -56 -1%
WA
1216
Wealth Architects
California
$831K +$678 +3 +0.1%
BWM
1217
Baystate Wealth Management
Massachusetts
$831K +$6.55K +29 +0.8%
HPWM
1218
Highland Private Wealth Management
Washington
$829K -$5.88K -26 -0.7%
UBV
1219
United Bank (Virginia)
Virginia
$829K
BCM
1220
BTR Capital Management
California
$821K +$24.9K +110 +3%
PMG
1221
Private Management Group
California
$820K -$44.1K -195 -5%
IHL
1222
Investment House LLC
California
$820K +$833K +3,688 New
PVH
1223
Psagot Value Holdings
Israel
$819K +$228K +1,008 +38%
SDWMA
1224
Schneider Downs Wealth Management Advisors
Pennsylvania
$816K -$21.2K -94 -2%
MMHP
1225
Murphy Middleton Hinkle & Parker
Georgia
$814K +$46.3K +205 +6%

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.