We are live on ! Find out more
IWM icon

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
RMA
1551
Roffman Miller Associates
Pennsylvania
$403K
BFIM
1552
Beese Fulmer Investment Management
Ohio
$403K +$133K +590 +48%
BA
1553
Birinyi Associates
Connecticut
$402K
ISB
1554
Iowa State Bank
Iowa
$400K
PP
1555
Prosperity Planning
Missouri
$400K
ACA
1556
Aptus Capital Advisors
Alabama
$398K +$89.9K +398 +29%
RWA
1557
Redhawk Wealth Advisors
Minnesota
$395K -$1.53M -6,791 -79%
HS
1558
Horan Securities
United States
$395K +$402K +1,777 New
SSWM
1559
Smith Salley Wealth Management
North Carolina
$394K -$23.5K -104 -6%
GIA
1560
GHP Investment Advisors
Colorado
$394K +$11.3K +50 +3%
GG
1561
Greenwood Gearhart
Arkansas
$394K +$144K +638 +56%
NCM
1562
Noesis Capital Mangement
Florida
$393K +$21.5K +95 +6%
CFA
1563
Cahill Financial Advisors
Minnesota
$392K -$35.3K -156 -8%
BWM
1564
BerganKDV Wealth Management
Minnesota
$390K +$37.3K +165 +10%
Kovitz Investment Group Partners
1565
Kovitz Investment Group Partners
Illinois
$388K +$32.5K +144 +8%
PAS
1566
Professional Advisory Services
Florida
$386K
SXL
1567
Summit X LLC
Missouri
$386K +$106K +467 +37%
C
1568
Cliffwater
California
$385K
LCM
1569
Logan Capital Management
Pennsylvania
$383K
MWA
1570
Monograph Wealth Advisors
California
$383K +$389K +1,723 New
SIMG
1571
Sonora Investment Management Group
Arizona
$380K +$386K +1,710 New
Luther King Capital Management (LKCM)
1572
Luther King Capital Management (LKCM)
Texas
$379K
TA
1573
Trellis Advisors
Washington
$379K
FIB
1574
First Interstate Bank
Montana
$379K +$20.1K +89 +6%
AP
1575
Arlington Partners
Alabama
$379K +$53.6K +237 +16%

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.