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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
HFAS
1526
Hummer Financial Advisory Services
Illinois
$423K -$16.9K -75 -4%
FEM
1527
Fulcrum Equity Management
Texas
$421K -$2.81M -12,453 -87%
MWM
1528
Madison Wealth Management
Ohio
$419K +$452 +2 +0.1%
DFC
1529
DB Fitzpatrick & Co
Idaho
$419K +$425K +1,882 New
WBC
1530
West Branch Capital
Massachusetts
$418K -$38.9K -172 -8%
CSWM
1531
Cassady Schiller Wealth Management
Ohio
$418K +$424K +1,877 New
AIM
1532
Anchor Investment Management
South Carolina
$417K +$381K +1,685 +892%
CSIC
1533
Clifford Swan Investment Counsel
California
$416K
FFA
1534
Freedman Financial Associates
Massachusetts
$416K
CA
1535
Cortland Associates
Missouri
$415K
DSN
1536
D. Scott Neal
Kentucky
$414K -$78.6K -348 -16%
CL
1537
CIM LLC
New York
$414K
HT
1538
HighTower Trust
Texas
$414K +$421K +1,861 New
KCM
1539
Kornitzer Capital Management
Kansas
$412K
WMS
1540
Wealth Management Solutions
Pennsylvania
$412K +$419K +1,853 New
TCOO
1541
Trust Company of Oklahoma
Oklahoma
$412K
WG
1542
Watchman Group
Texas
$410K -$83.2K -368 -17%
Invesco
1543
Invesco
Georgia
$410K -$5.88K -26 -1%
MIM
1544
Miller Investment Management
Pennsylvania
$408K +$414K +1,833 New
RP
1545
Riverwater Partners
Wisconsin
$408K +$414K +1,834 New
NL
1546
NVWM LLC
Pennsylvania
$408K +$415K +1,837 New
CCM
1547
Chilton Capital Management
Texas
$406K -$3.16K -14 -0.8%
LPT
1548
Legacy Private Trust
Wisconsin
$405K +$192K +850 +87%
AA
1549
Advisory Alpha
Michigan
$404K -$24.2K -107 -6%
VAS
1550
Vestmark Advisory Solutions
Massachusetts
$404K +$13.1K +58 +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.