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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
CIG
1651
Cairn Investment Group
Washington
$311K
DL
1652
DOHJ LLC
Washington
$311K
NCM
1653
Newfoundland Capital Management
Brazil
$311K +$316K +1,400 New
BB
1654
Berkshire Bank
Massachusetts
$310K -$35.5K -157 -10%
CFO
1655
CVA Family Office
Colorado
$310K +$678 +3 +0.2%
JWM
1656
JGP Wealth Management
Oregon
$309K +$28.2K +125 +10%
OA
1657
Operose Advisors
Wisconsin
$309K +$314K +1,390 New
HWA
1658
Heartwood Wealth Advisors
Virginia
$305K
SAM
1659
Seelaus Asset Management
New Jersey
$304K -$21.7K -96 -7%
MCM
1660
Murphy Capital Management
New Jersey
$304K -$8.13K -36 -3%
ECG
1661
EPIQ Capital Group
California
$303K +$904 +4 +0.3%
OWM
1662
Orgel Wealth Management
Wisconsin
$303K +$54.2K +240 +21%
IPW
1663
Intergy Private Wealth
Colorado
$303K +$307K +1,360 New
SBL
1664
Sargent Bickham Lagudis
Colorado
$302K
LC
1665
Lincoln Capital
Nebraska
$301K
CSB
1666
City State Bank
Iowa
$301K +$305K +1,352 New
CAN
1667
Claraphi Advisory Network
United States
$300K -$88.8K -393 -23%
CPA
1668
Capital Planning Advisors
California
$300K +$22.6K +100 +8%
AC
1669
Asio Capital
Kentucky
$299K
FCA
1670
FLC Capital Advisors
California
$299K
FSCM
1671
Front Street Capital Management
Montana
$299K +$23.3K +103 +8%
RRCM
1672
Rappaport Reiches Capital Management
Illinois
$298K +$56.7K +251 +23%
APC
1673
Asset Planning Corporation
Tennessee
$298K +$302K +1,338 New
SEP
1674
Southland Equity Partners
Missouri
$297K +$301K +1,333 New
PMAM
1675
Picton Mahoney Asset Management
Ontario, Canada
$296K +$63.3K +280 +27%

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.