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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
HFS
1451
Howard Financial Services
Texas
$491K
WSCM
1452
Wellington Shields Capital Management
New York
$487K -$159K -703 -24%
SCA
1453
Southern Capital Advisors
Tennessee
$482K +$490K +2,167 New
SAM
1454
Southernsun Asset Management
Tennessee
$482K +$490K +2,169 New
SP
1455
Successful Portfolios
Florida
$481K -$1.13K -5 -0.2%
STC
1456
Sarah T. Connolly
$480K -$41.8K -185 -8%
CWS
1457
Cypress Wealth Services
California
$479K -$1.36K -6 -0.3%
VIM
1458
Vista Investment Management
Pennsylvania
$479K
SOW
1459
State of Wyoming
Wyoming
$479K +$249K +1,101 +104%
RT
1460
Rockland Trust
Massachusetts
$478K -$130K -575 -21%
NCM
1461
NCM Capital Management
New Jersey
$478K +$486K +2,150 New
CGFA
1462
Colton Groome Financial Advisors
North Carolina
$477K +$52.2K +231 +12%
TC
1463
Trilogy Capital
California
$476K +$111K +491 +30%
MCC
1464
Money Concepts Capital
Florida
$476K +$483K +2,138 New
AWA
1465
Arkadios Wealth Advisors
Georgia
$475K -$146K -647 -23%
ETS
1466
ESL Trust Services
New York
$475K -$11.3K -50 -2%
BFO
1467
Biltmore Family Office
North Carolina
$475K
JHCP
1468
Jackson Hole Capital Partners
Oklahoma
$474K
OSAM
1469
O'Shaughnessy Asset Management
Connecticut
$474K +$5.88K +26 +1%
BMC
1470
Beaton Management Company
Massachusetts
$473K
UFF
1471
USA Financial Formulas
Michigan
$470K +$58.3K +258 +14%
SFG
1472
Sovereign Financial Group
Connecticut
$470K +$174K +769 +57%
AAS
1473
Annex Advisory Services
Wisconsin
$469K +$96.9K +429 +26%
CA
1474
Cornerstone Advisory
Maryland
$468K -$271K -1,201 -36%
WCM
1475
Wunderlich Capital Managemnt
Tennessee
$464K +$1.58K +7 +0.3%

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.