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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
KAM
1351
Knightsbridge Asset Management
California
$608K +$50.6K +224 +9%
AFS
1352
AFG Fiduciary Services
Massachusetts
$607K +$617K +2,729 New
CFS
1353
CRA Financial Services
New Jersey
$606K +$67.1K +297 +12%
FC
1354
Forte Capital
New York
$603K
LA
1355
Lynch & Associates
Indiana
$601K
LP
1356
LGL Partners
Pennsylvania
$601K +$2.03K +9 +0.3%
RA
1357
RFG Advisory
Alabama
$601K +$305K +1,350 +100%
AFG
1358
Allegheny Financial Group
Pennsylvania
$600K
HPM
1359
Hudson Portfolio Management
New York
$597K -$27.1K -120 -4%
SWM
1360
SeaCrest Wealth Management
New York
$592K +$40.4K +179 +7%
AT
1361
American Trust
Kentucky
$592K +$602K +2,663 New
TCA
1362
Transcend Capital Advisors
New Jersey
$589K
SWP
1363
Strategic Wealth Partners
Ohio
$589K +$34.8K +154 +6%
IIM
1364
Ironwood Investment Management
Massachusetts
$589K +$598K +2,646 New
TCM
1365
Tandem Capital Management
New Jersey
$588K +$597K +2,643 New
CWS
1366
Confluence Wealth Services
Pennsylvania
$586K +$596K +2,638 New
AC
1367
Allstate Corporation
Illinois
$585K -$4.51M -19,942 -88%
D
1368
Diversified
Delaware
$585K -$102K -453 -15%
ECAM
1369
East Coast Asset Management
Massachusetts
$585K
KCM
1370
Kennicott Capital Management
California
$584K -$9.72K -43 -2%
RTL
1371
Red Tortoise LLC
Georgia
$583K -$644K -2,852 -52%
AB
1372
Atlas Brown
Kentucky
$583K +$5.2K +23 +0.9%
QC
1373
Quent Capital
New York
$581K +$590K +2,610 New
VFIC
1374
Valley Forge Investment Consultants
Pennsylvania
$579K +$6.1K +27 +1%
PWMG
1375
Provence Wealth Management Group
California
$577K +$586K +2,595 New

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.