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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
CAI
1576
Capital Advisors Inc
Oklahoma
$379K +$385K +1,702 New
AAM
1577
Alpine Associates Management
Florida
$378K +$384K +1,700 New
KPW
1578
Kore Private Wealth
New York
$377K -$5.2K -23 -1%
JC
1579
JB Capital
Connecticut
$376K +$226 +1 +0.1%
SAM
1580
S.A. Mason
Michigan
$375K
ACA
1581
Atlas Capital Advisors
Wyoming
$374K -$189K -836 -33%
KFGK
1582
Keystone Financial Group (Kentucky)
Kentucky
$372K +$378K +1,673 New
GWMIA
1583
Global Wealth Management Investment Advisory
Florida
$371K
KBFS
1584
Kohmann Bosshard Financial Services
Ohio
$371K
PK
1585
Pflug Koory
Nebraska
$370K
MG
1586
McCutchen Group
Washington
$370K +$1.58K +7 +0.4%
ZIG
1587
Zullo Investment Group
Pennsylvania
$370K +$376K +1,665 New
CA
1588
Cullinan Associates
Kentucky
$369K -$9.04K -40 -2%
MAS
1589
Madden Advisory Services
Florida
$367K -$10.2K -45 -3%
CC
1590
Cypress Capital
Tennessee
$367K +$23K +102 +7%
BAAM
1591
Baker Avenue Asset Management
California
$367K +$45.4K +201 +14%
SFG
1592
SevenBridge Financial Group
Pennsylvania
$366K
GGS
1593
Galvin Gaustad & Stein
Arizona
$366K +$72.3K +320 +24%
BC
1594
Burleson & Co
California
$365K +$1.36K +6 +0.4%
AP
1595
Advisor Partners
California
$365K +$370K +1,636 New
ED
1596
Exane Derivatives
France
$364K +$94.9K +420 +35%
PCMC
1597
Private Capital Management (Colorado)
Colorado
$359K +$57.2K +253 +19%
Select Equity Group
1598
Select Equity Group
New York
$358K +$364K +1,609 New
MSAGDF
1599
Moneda SA Administradora General de Fondos
Chile
$356K
P
1600
&Partners
Tennessee
$356K

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.