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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
TNBTD
1626
Trustmark National Bank Trust Department
Mississippi
$333K
SSW
1627
Stone Summit Wealth
Florida
$333K +$338K +1,498 New
TW
1628
TrinityPoint Wealth
Connecticut
$330K -$233K -1,031 -41%
BSSFA
1629
Baron Silver Stevens Financial Advisors
Florida
$330K
MOS
1630
MGO One Seven
Ohio
$329K -$1.32M -5,851 -80%
RWM
1631
Reston Wealth Management
Virginia
$329K +$125K +553 +60%
MWM
1632
Mascoma Wealth Management
New Hampshire
$329K +$175K +776 +111%
OCPWS
1633
One Charles Private Wealth Services
Massachusetts
$328K -$90.8K -402 -21%
KTC
1634
Kistler-Tiffany Companies
Pennsylvania
$327K -$18.3K -81 -5%
DWM
1635
Darwin Wealth Management
Florida
$326K +$4.52K +20 +1%
FUBT
1636
First United Bank & Trust
Maryland
$325K
PWM
1637
PBMares Wealth Management
Virginia
$325K
GCA
1638
Gradient Capital Advisors
California
$323K +$12K +53 +4%
SPW
1639
Surience Private Wealth
Washington
$323K +$329K +1,454 New
CWM
1640
Calamos Wealth Management
Illinois
$321K
FB
1641
First Bancorp
Maine
$321K
IFA
1642
Interactive Financial Advisors
Illinois
$320K -$1.58K -7 -0.5%
AWC
1643
Adamsbrown Wealth Consultants
Kansas
$320K +$325K +1,437 New
SWM
1644
Silverlake Wealth Management
Vermont
$319K +$324K +1,435 New
T
1645
TNF
Montana
$319K
CRI
1646
Colonial River Investments
Virginia
$319K +$324K +1,432 New
FA
1647
FC Advisory
Pennsylvania
$318K +$678 +3 +0.2%
AC
1648
Apella Capital
Connecticut
$318K +$18.3K +81 +6%
TNA
1649
True North Advisors
Texas
$318K +$37.5K +166 +13%
WMA
1650
Wealth Management Associates
New Jersey
$318K -$75.9K -336 -19%

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.