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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
DSCM
1601
Divisadero Street Capital Management
Florida
$356K +$362K +1,600 New
EWG
1602
Executive Wealth Group
Washington
$354K +$1.13K +5 +0.3%
FCCM
1603
First City Capital Management
Georgia
$353K -$17.6K -78 -4%
GAM
1604
Gemmer Asset Management
California
$353K
TFA
1605
Triad Financial Advisors
North Carolina
$352K +$358K +1,584 New
BA
1606
Baugh & Associates
Georgia
$351K
GCM
1607
Gables Capital Management
Florida
$351K
NIM
1608
Nicollet Investment Management
Minnesota
$349K
MAWCM
1609
Mine & Arao Wealth Creation & Management
California
$348K +$1.13K +5 +0.3%
NWM
1610
Navigation Wealth Management
Colorado
$348K +$354K +1,567 New
CFCI
1611
Comprehensive Financial Consultants Institutional
Indiana
$348K +$389K +1,721 New
ERIM
1612
Eagle Ridge Investment Management
Connecticut
$347K +$135K +599 +62%
NIM
1613
Northeast Investment Management
Massachusetts
$345K
KL
1614
KilterHowling LLC
Colorado
$344K +$350K +1,548 New
AWA
1615
Acorn Wealth Advisors
Michigan
$344K +$7.23K +32 +2%
TCB
1616
Texas Capital Bancshares
Texas
$344K +$349K +1,545 New
AWMT
1617
AAFMAA Wealth Management & Trust
North Carolina
$342K -$2.26K -10 -0.6%
RC
1618
Roundview Capital
New Jersey
$342K
APSP
1619
Asset Planning Services (Pennsylvania)
Pennsylvania
$340K -$7.91K -35 -2%
RA
1620
Rise Advisors
New York
$339K +$345K +1,525 New
PCTC
1621
Perkins Coie Trust Company
Washington
$338K
LHC
1622
Little House Capital
Massachusetts
$337K +$56.5K +250 +20%
AWA
1623
Amplius Wealth Advisors
Pennsylvania
$337K +$343K +1,516 New
ClearBridge Investments
1624
ClearBridge Investments
New York
$336K +$341K +1,511 New
LNB
1625
Ledyard National Bank
$333K -$2.71K -12 -0.8%

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.