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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
SCM
1376
Shelton Capital Management
Colorado
$573K +$7.46K +33 +1%
RFN
1377
RDA Financial Network
Iowa
$569K -$1.13K -5 -0.2%
FAM
1378
Formidable Asset Management
Ohio
$569K +$452 +2 +0.1%
EIP
1379
Ellis Investment Partners
Pennsylvania
$568K +$1.36K +6 +0.2%
Credit Agricole
1380
Credit Agricole
France
$567K -$933K -4,128 -62%
FPW
1381
Flagship Private Wealth
Massachusetts
$563K -$63.3K -280 -10%
AFC
1382
AFT Forsyth & Company
Florida
$563K
GCM
1383
Goldstream Capital Management
Hong Kong
$561K +$569K +2,520 New
FPGK
1384
Financial Partners Group (Kansas)
Kansas
$557K +$96.9K +429 +18%
CWM
1385
Congress Wealth Management
Massachusetts
$557K +$565K +2,502 New
HNWAG
1386
High Net Worth Advisory Group
Florida
$556K +$565K +2,501 New
NAM
1387
NorthCrest Asset Manangement
Minnesota
$556K +$565K +2,501 New
HIG
1388
Heritage Investment Group
Florida
$555K +$564K +2,494 New
SIA
1389
Strategic Investment Advisors
Michigan
$551K -$15.4K -68 -3%
GP
1390
Geneva Partners
Wisconsin
$549K -$437K -1,935 -44%
WI
1391
Wedgewood Investors
Pennsylvania
$545K -$24.9K -110 -4%
LC
1392
Legacy CG
Texas
$544K +$553K +2,447 New
OWA
1393
Octavia Wealth Advisors
Ohio
$542K -$25.5K -113 -4%
CWP
1394
Concord Wealth Partners
Virginia
$542K +$550K +2,435 New
CTA
1395
Chesley Taft & Associates
Illinois
$537K +$124K +550 +29%
EB
1396
Eastern Bank
Massachusetts
$535K -$75.2K -333 -12%
LA
1397
LexAurum Advisors
Kansas
$534K -$4.29K -19 -0.8%
SFM
1398
Signet Financial Management
New Jersey
$534K +$24.9K +110 +5%
CGPCS
1399
Capital Group Private Client Services
California
$532K -$628K -2,780 -54%
AS
1400
Altshuler Shaham
Israel
$531K +$540K +2,388 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.