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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
TFA
1401
Teamwork Financial Advisors
Texas
$528K +$498K +2,204 +1,312%
AUB
1402
Atlantic Union Bankshares
Virginia
$527K
MCG
1403
McCollum Christoferson Group
New York
$526K -$32.8K -145 -6%
HI
1404
Horizon Investments
North Carolina
$526K +$11.3K +50 +2%
JIC
1405
Joel Isaacson & Co
New York
$525K +$2.49K +11 +0.5%
RWP
1406
RWA Wealth Partners
Massachusetts
$525K +$22.8K +101 +4%
OFA
1407
Oak Family Advisors
Illinois
$525K +$322K +1,423 +152%
FFM
1408
Forum Financial Management
Illinois
$525K +$533K +2,361 New
WWA
1409
WC Walker & Associates
California
$524K -$102K -450 -16%
TF
1410
TimeScale Financial
Massachusetts
$522K +$3.39K +15 +0.6%
GIM
1411
Goelzer Investment Management
Indiana
$522K +$124K +549 +31%
LAM
1412
LifePro Asset Management
California
$521K +$6.78K +30 +1%
KC
1413
Kingfisher Capital
North Carolina
$520K -$165K -731 -24%
CIA
1414
Capital Investment Advisors
Georgia
$518K +$12.7K +56 +2%
CT
1415
Columbia Trust
Oregon
$516K
BLC
1416
Brown, Lisle/Cummings
Rhode Island
$515K +$523K +2,315 New
BCM
1417
Bienville Capital Management
New York
$514K
CWM
1418
Centric Wealth Management
Illinois
$513K -$1.25M -5,547 -71%
TAM
1419
Trillium Asset Management
Massachusetts
$513K -$111K -493 -18%
MM
1420
Meridian Management
Arkansas
$512K +$3.62K +16 +0.7%
SCA
1421
Stillwater Capital Advisors
Pennsylvania
$510K +$19K +84 +4%
EWM
1422
Executive Wealth Management
Michigan
$510K +$106K +467 +26%
PIM
1423
Penobscot Investment Management
Massachusetts
$509K
CCMG
1424
Clark Capital Management Group
Pennsylvania
$508K +$253K +1,119 +96%
PWW
1425
Pettyjohn Wood & White
Virginia
$507K

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.