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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
FNBT
126
FineMark National Bank & Trust
Florida
$45.8M +$2.14M +9,450 +5%
Comerica Bank
127
Comerica Bank
Texas
$43.4M +$2.7M +11,956 +6%
SG Americas Securities
128
SG Americas Securities
New York
$43.2M -$140M -619,300 -76%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$41.7M +$450K +1,991 +1%
JIC
130
Johnson Investment Counsel
Ohio
$41.5M +$2.27M +10,025 +6%
GAB
131
German American Bancorp
Indiana
$41.1M +$813K +3,599 +2%
PAG
132
Private Advisor Group
New Jersey
$40.9M -$10.8M -47,767 -21%
SGI
133
Swan Global Investments
Colorado
$40.6M -$5.67M -25,100 -12%
MIM
134
MetLife Investment Management
New Jersey
$40.6M +$14.1M +62,600 +52%
WI
135
Wintrust Investments
Illinois
$39.6M +$2.05M +9,063 +5%
SP
136
Stairway Partners
Illinois
$39.3M +$823K +3,642 +2%
Neuberger Berman Group
137
Neuberger Berman Group
New York
$38.5M +$1.53M +6,771 +4%
CA
138
Cetera Advisors
Colorado
$37.7M -$8.18M -36,192 -18%
SYBT
139
Stock Yards Bank & Trust
Kentucky
$37.6M +$5.44M +24,096 +17%
PAI
140
Pittenger & Anderson Inc
Nebraska
$36.8M +$1.68M +7,439 +5%
RCIM
141
Red Cedar Investment Management
Michigan
$35.7M +$139K +616 +0.4%
KAS
142
Kestra Advisory Services
Texas
$35.2M -$1.2M -5,304 -3%
FG
143
Foster Group
Iowa
$34.5M -$1.6M -7,077 -4%
ACB
144
Aristotle Capital Boston
Massachusetts
$34.4M +$1.41M +6,238 +4%
UB
145
UMB Bank
Missouri
$33.4M +$6.53M +28,879 +24%
PP
146
Peconic Partners
New York
$33.4M +$33.9M +150,000 New
CDIA
147
Capital Directions Investment Advisors
Georgia
$33.1M +$129K +569 +0.4%
GLA
148
Great Lakes Advisors
Illinois
$33M +$3.16M +13,988 +10%
CTB
149
Country Trust Bank
Illinois
$33M +$657K +2,907 +2%
SCM
150
Shapiro Capital Management
Georgia
$32.1M +$1.24M +5,505 +4%

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.