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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
MMEA
101
Main Management ETF Advisors
California
$62.8M +$3.28M +14,500 +5%
MLIC
102
Mandatum Life Insurance Company
Finland
$62.5M +$11.2M +49,635 +21%
State Street
103
State Street
Massachusetts
$62.3M +$22.4M +99,341 +55%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$61.7M +$5.97M +26,400 +11%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$61.5M -$19.5M -86,273 -24%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$61M +$2.42M +10,689 +4%
AI
107
Accredited Investors
Minnesota
$59M -$304K -1,344 -0.5%
PSUF
108
People's United Financial
Connecticut
$57.9M -$5.41M -23,956 -8%
AF
109
Advisornet Financial
Minnesota
$57.8M -$2.32M -10,261 -4%
MA
110
MUFG Americas
New York
$57M +$237K +1,048 +0.4%
FFBTD
111
First Financial Bank - Trust Division
Ohio
$57M +$103K +455 +0.2%
OC
112
Oakworth Capital
Alabama
$56.8M +$3.69M +16,330 +7%
MSU
113
Mizuho Securities USA
New York
$56.1M -$57M -252,217 -50%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$56.1M +$5.2M +23,006 +10%
1SB
115
1ST Source Bank
Indiana
$53.7M -$2.65M -11,746 -5%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$52.8M +$5.06M +22,378 +10%
RTS
117
Round Table Services
New Jersey
$51.3M +$4.78M +21,159 +10%
SFA
118
Sequoia Financial Advisors
Ohio
$50.6M +$32.1M +141,953 +166%
PI
119
Parkside Investments
Illinois
$50.2M +$2.38M +10,545 +5%
Marshall Wace
120
Marshall Wace
United Kingdom
$49.8M +$42.2M +186,886 +508%
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$49.6M +$1.03M +4,573 +2%
MSR
122
Main Street Research
Connecticut
$47.9M +$3.61M +15,973 +8%
MTWSIF
123
Mivtachim The Workers Social Insurance Fund
Israel
$47.2M +$48M +212,400 New
TC
124
Telemus Capital
Michigan
$47.2M +$2.72M +12,022 +6%
AF
125
Alerus Financial
North Dakota
$46.8M +$1.36M +6,031 +3%

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.