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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
NP
1301
NorthRock Partners
Minnesota
$693K +$226 +1 +0%
MCP
1302
Mirador Capital Partners
California
$693K +$704K +3,116 New
ACM
1303
Ategra Capital Management
Virginia
$690K +$226 +1 +0%
NCM
1304
Next Capital Management
New York
$684K +$49.3K +218 +8%
BC
1305
Burney Company
Virginia
$683K -$3.39K -15 -0.5%
MSCM
1306
McElhenny Sheffield Capital Management
Texas
$682K -$110K -486 -14%
WCM
1307
Wealthcare Capital Management
Virginia
$680K -$904 -4 -0.1%
PWM
1308
Peterson Wealth Management
Nevada
$680K +$25.5K +113 +4%
LW
1309
Linscomb Wealth
Texas
$679K -$12.2K -54 -2%
PCM
1310
Parsons Capital Management
Rhode Island
$676K +$212K +939 +45%
LSPW
1311
Lake Street Private Wealth
Illinois
$675K +$209K +927 +44%
NCM
1312
Narwhal Capital Management
Georgia
$674K
OFG
1313
Oxford Financial Group
Indiana
$674K +$357K +1,580 +109%
LWM
1314
Laidlaw Wealth Management
New York
$671K +$682K +3,017 New
BDF
1315
Balasa Dinverno & Foltz
$670K
VWA
1316
V Wealth Advisors
Kansas
$670K +$50.8K +225 +8%
HIIFS
1317
Harel Insurance Investments & Financial Services
Israel
$667K
BHTS
1318
Bar Harbor Trust Services
Maine
$665K -$10.4K -46 -2%
GPC
1319
Garrison Point Capital
California
$664K
WAOTB
1320
Wealth Advisors of Tampa Bay
Florida
$658K +$334K +1,478 +100%
TC
1321
TAGStone Capital
North Carolina
$648K +$658K +2,912 New
RF
1322
Rollins Financial
Georgia
$648K +$659K +2,915 New
PCS
1323
Personal CFO Solutions
New Jersey
$646K -$22.7M -100,395 -97%
VIA
1324
Vickerman Investment Advisors
Washington
$644K -$42.5K -188 -6%
SAF
1325
Smith Anglin Financial
Texas
$644K +$4.07K +18 +0.6%

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.