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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
GWS
1251
Glassman Wealth Services
Virginia
$767K -$69.1K -306 -8%
NGA
1252
Naples Global Advisors
Florida
$765K -$33.9K -150 -4%
PL
1253
Plancorp LLC
Missouri
$765K
APWA
1254
Atlas Private Wealth Advisors
New Jersey
$763K -$51.1K -226 -6%
TT
1255
TI-Trust
Illinois
$762K +$774K +3,424 New
CSA
1256
Cottage Street Advisors
Massachusetts
$761K +$226 +1 +0%
VCAM
1257
Van Cleef Asset Management
Ohio
$759K
IA
1258
Insight Advisors
Pennsylvania
$758K +$89.3K +395 +13%
FNBOO
1259
First National Bank of Omaha
Nebraska
$758K +$108K +478 +16%
RMAM
1260
Raab & Moskowitz Asset Management
New Jersey
$756K
FPCM
1261
Financial Partners Capital Management
New York
$756K
IAA
1262
Ironsides Asset Advisors
North Carolina
$755K +$767K +3,394 New
CFAM
1263
Coury Firm Asset Management
Pennsylvania
$754K +$766K +3,388 New
KIA
1264
KCM Investment Advisors
California
$752K +$15.8K +70 +2%
WIC
1265
Woodmont Investment Counsel
Tennessee
$751K +$39.5K +175 +5%
MFC
1266
Morris Financial Concepts
South Carolina
$751K +$763K +3,375 New
RFA
1267
Reilly Financial Advisors
California
$749K -$3.62K -16 -0.5%
FMN
1268
Financial Management Network
California
$748K +$12K +53 +2%
RDFA
1269
Ritter Daniher Financial Advisory
Ohio
$743K
CBN
1270
Cadence Bank NA
Texas
$743K +$48.6K +215 +7%
PTC
1271
Philadelphia Trust Company
Pennsylvania
$741K -$36.4K -161 -5%
FAM
1272
Flaharty Asset Management
Florida
$740K +$226 +1 +0%
KFI
1273
Key Financial Inc
Pennsylvania
$740K +$19.2K +85 +3%
HPA
1274
High Probability Advisors
New York
$739K +$105K +464 +16%
Fisher Asset Management
1275
Fisher Asset Management
Washington
$739K +$294K +1,300 +64%

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.