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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
WCM
1226
Washburn Capital Management
Florida
$813K -$14K -62 -2%
W
1227
Wealthquest
Ohio
$811K +$18.5K +82 +2%
APW
1228
Acima Private Wealth
Virginia
$807K
RWML
1229
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$802K +$57.2K +253 +8%
OWA
1230
Outlook Wealth Advisors
Texas
$801K -$130K -574 -14%
PAM
1231
Private Asset Management
California
$801K +$452 +2 +0.1%
NL
1232
Navalign LLC
California
$799K -$3.16K -14 -0.4%
ASFA
1233
All Season Financial Advisors
Colorado
$796K -$5.01M -22,174 -86%
NB
1234
Northwest Bancshares
Pennsylvania
$796K -$43.6K -193 -5%
PFGIA
1235
Patriot Financial Group Insurance Agency
Massachusetts
$796K +$28.5K +126 +4%
RIM
1236
Rockbridge Investment Management
New York
$796K +$85.4K +378 +12%
AIS
1237
American Investment Services
Massachusetts
$795K -$1.13K -5 -0.1%
P
1238
Pitcairn
Pennsylvania
$792K -$385K -1,705 -32%
BAS
1239
Brown Advisory Securities
Maryland
$790K -$74.8K -331 -9%
B
1240
Bridgeworth
Alabama
$787K +$61K +270 +8%
MKC
1241
M. Kraus & Co
Vermont
$786K
CCA
1242
Conservest Capital Advisors
Pennsylvania
$786K +$179K +794 +29%
1CP
1243
17 Capital Partners
Arizona
$784K +$1.13K +5 +0.1%
FRA
1244
Frank Rimerman Advisors
California
$783K -$6.78K -30 -0.8%
WAAG
1245
Wealth Alliance Advisory Group
Kansas
$783K
KFS
1246
Kaizen Financial Strategies
California
$781K -$1.02M -4,496 -56%
FNT
1247
First Nebraska Trust
Nebraska
$780K -$5.65K -25 -0.7%
GCM
1248
Graham Capital Management
Connecticut
$778K +$113K +500 +17%
CRWM
1249
Castle Rock Wealth Management
California
$777K -$126K -557 -12%
PFC
1250
Poplar Forest Capital
California
$772K

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.