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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
SWA
1426
SOA Wealth Advisors
New York
$506K -$27.3K -121 -5%
NW
1427
NewEdge Wealth
Pennsylvania
$506K +$514K +2,273 New
AWP
1428
Abacus Wealth Partners
California
$505K -$335K -1,483 -40%
CG
1429
Cynosure Group
Utah
$505K +$1.13K +5 +0.2%
CCM
1430
Crossvault Capital Management
Texas
$503K +$1.13K +5 +0.2%
FDCC
1431
Foster Dykema Cabot & Co
Massachusetts
$502K
RPWA
1432
Regent Peak Wealth Advisors
Georgia
$502K
SFA
1433
Source Financial Advisors
New York
$502K +$11.8K +52 +2%
AG
1434
Algert Global
California
$502K +$228K +1,008 +81%
LAS
1435
LWM Advisory Services
Florida
$502K +$510K +2,255 New
PFG
1436
Pacific Financial Group
Washington
$501K -$6.1K -27 -1%
RP
1437
Rice Partnership
Hawaii
$501K +$259K +1,147 +104%
FCIM
1438
Fairview Capital Investment Management
California
$500K +$508K +2,248 New
BAM
1439
Baldrige Asset Management
Pennsylvania
$498K
DWM
1440
Doyle Wealth Management
Florida
$498K +$37.3K +165 +8%
TA
1441
TFG Advisers
Michigan
$495K +$1.13K +5 +0.2%
CWM
1442
Connecticut Wealth Management
Connecticut
$495K +$503K +2,227 New
HI
1443
Harrington Investments
California
$494K
RW
1444
REDW Wealth
New Mexico
$493K -$26.7K -118 -5%
WWM
1445
Windsor Wealth Management
Indiana
$493K +$226 +1 +0%
PG
1446
Patten Group
Tennessee
$492K -$270K -1,193 -35%
CAM
1447
Crestone Asset Management
Colorado
$492K -$9.94K -44 -2%
SCM
1448
Schnieders Capital Management
California
$492K +$77.5K +343 +18%
FWM
1449
Finer Wealth Management
Massachusetts
$492K +$499K +2,210 New
FCM
1450
Fourpath Capital Management
Oklahoma
$492K +$500K +2,212 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.