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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
YWP
1476
YorkBridge Wealth Partners
New York
$462K -$226 -1 -0%
FFG
1477
Frisch Financial Group
New York
$461K +$23.3K +103 +5%
PWP
1478
Principle Wealth Partners
Connecticut
$460K +$4.97K +22 +1%
MMA
1479
Miracle Mile Advisors
California
$459K -$116K -514 -20%
FLA
1480
Financial Life Advisors
Texas
$459K
STB
1481
S&T Bank
Pennsylvania
$458K -$7.68K -34 -2%
WA
1482
Winfield Associates
Ohio
$458K
RF
1483
Resolute Financial
Massachusetts
$458K +$466K +2,061 New
LFA
1484
Landmark Financial Advisors
Kentucky
$457K -$34.1K -151 -7%
BMM
1485
Buffington Mohr McNeal
Idaho
$457K -$20.6K -91 -4%
SAS
1486
Stelac Advisory Services
New York
$456K -$207K -914 -31%
CCM
1487
Carlson Capital Management
Minnesota
$456K -$113K -498 -20%
SPWM
1488
Schrum Private Wealth Management
Florida
$456K +$463K +2,050 New
TFS
1489
TrustCore Financial Services
Tennessee
$454K -$119K -527 -21%
CP
1490
Camelot Portfolios
Ohio
$454K +$462K +2,043 New
Victory Capital Management
1491
Victory Capital Management
Texas
$453K -$20.8M -92,204 -98%
RE
1492
RBC Europe
United Kingdom
$453K +$305K +1,350 +197%
KL
1493
KWMG LLC
Kansas
$452K -$11.8K -52 -2%
FHA
1494
Flagship Harbor Advisors
Massachusetts
$452K -$4.52K -20 -1%
GPA
1495
Guidance Point Advisors
Massachusetts
$452K -$2.26K -10 -0.5%
JAG
1496
Journey Advisory Group
Kentucky
$451K
FNBOSM
1497
First National Bank of South Miami
Florida
$451K +$15.6K +69 +4%
KAM
1498
KEB Asset Management
Illinois
$450K +$457K +2,023 New
BFA
1499
Beacon Financial Advisory
Ohio
$447K -$147K -649 -24%
SCM
1500
SCS Capital Management
Massachusetts
$445K

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.