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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
HCM
1501
Howland Capital Management
Massachusetts
$445K +$48.8K +216 +12%
FLC
1502
Fifth Lane Capital
Texas
$445K +$452K +2,000 New
VIA
1503
Vantis Investment Advisers
Florida
$445K +$452K +2,000 New
AW
1504
ACG Wealth
Georgia
$444K -$48.8K -216 -10%
RVPG
1505
Relative Value Partners Group
$444K
GH
1506
GAM Holding
Switzerland
$443K -$452K -2,000 -50%
OFG
1507
Omega Financial Group
California
$442K +$1.81K +8 +0.4%
KOC
1508
Koss-Olinger Consulting
Florida
$439K +$181K +800 +68%
AWM
1509
Avaii Wealth Management
Wisconsin
$439K +$446K +1,973 New
KP
1510
Keel Point
Alabama
$438K -$192K -850 -30%
CWM
1511
Cahaba Wealth Management
Georgia
$438K -$20.1K -89 -4%
EWA
1512
EverSource Wealth Advisors
Alabama
$438K +$445K +1,968 New
TVAMP
1513
Tennessee Valley Asset Management Partners
Tennessee
$437K +$40.2K +178 +10%
X
1514
Xponance
Pennsylvania
$436K -$105K -463 -19%
BWA
1515
BDO Wealth Advisors
Florida
$436K +$20.6K +91 +5%
BWP
1516
Baldwin Wealth Partners
Massachusetts
$435K +$19.2K +85 +5%
RB
1517
Renasant Bank
Mississippi
$433K -$37.7K -167 -8%
AIC
1518
Argus Investors Counsel
New York
$432K -$452 -2 -0.1%
SAM
1519
Silverhawk Asset Management
Arizona
$432K +$439K +1,943 New
JIP
1520
Jaffetilchin Investment Partners
Florida
$431K +$2.49K +11 +0.6%
EI
1521
Ellevest Inc
New York
$430K +$6.33K +28 +1%
BFG
1522
Berger Financial Group
Minnesota
$429K +$194K +858 +80%
PIA
1523
Powell Investment Advisors
Florida
$428K +$183K +808 +72%
BCM
1524
Birmingham Capital Management
Alabama
$427K -$42.9K -190 -9%
IWP
1525
IAG Wealth Partners
Wisconsin
$425K +$40.7K +180 +10%

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.