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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
PTB
1276
Pioneer Trust Bank
Oregon
$737K
IRC
1277
Investors Research Corp
Georgia
$736K
HT
1278
Heritage Trust
Oklahoma
$735K +$14.5K +64 +2%
DP
1279
Denver PWM
Colorado
$734K -$18.8K -83 -2%
OWP
1280
Obermeyer Wealth Partners
Colorado
$730K
TWM
1281
Thrive Wealth Management
Pennsylvania
$727K +$738K +3,268 New
SWIM
1282
Smallwood Wealth Investment Management
New Jersey
$727K +$739K +3,269 New
CWM
1283
Concentric Wealth Management
California
$725K -$33K -146 -4%
FFG
1284
Fullen Financial Group
Ohio
$724K -$49.9K -221 -6%
CWM
1285
Collaborative Wealth Management
Florida
$724K +$735K +3,253 New
TNB
1286
Thomasville National Bank
Georgia
$722K +$12.7K +56 +2%
EGA
1287
Eagle Global Advisors
Texas
$721K +$452 +2 +0.1%
EK
1288
Evensky & Katz
Florida
$720K -$107K -475 -13%
GC
1289
Grace Capital
Massachusetts
$719K
BA
1290
Ballew Advisors
Mississippi
$719K +$20.8K +92 +3%
WA
1291
Wealth Alliance
New York
$719K +$224K +991 +44%
NG
1292
NWK Group
California
$713K -$6.33K -28 -0.9%
CTA
1293
Colonial Trust Advisors
South Carolina
$713K +$16.3K +72 +2%
ULWM
1294
Upper Left Wealth Management
Florida
$712K +$716K +3,169 New
MCM
1295
Mengis Capital Management
Oregon
$711K -$16.7K -74 -2%
MIG
1296
McGuire Investment Group
Rhode Island
$709K
RDWM
1297
Red Door Wealth Management
Tennessee
$705K +$99.6K +441 +16%
BCA
1298
Bay Colony Advisors
Massachusetts
$704K +$68.2K +302 +11%
LS
1299
Leelyn Smith
Illinois
$704K +$71.2K +315 +11%
KTA
1300
Keeley-Teton Advisors
Illinois
$694K -$3.84K -17 -0.5%

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.