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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
CB
1676
CNB Bank
Pennsylvania
$295K -$90.4K -400 -23%
HCM
1677
Horrell Capital Management
Arkansas
$295K
TWA
1678
TCI Wealth Advisors
Arizona
$294K -$60.6K -268 -17%
CLOS
1679
Compagnie Lombard Odier SCmA
Switzerland
$292K +$194K +860 +191%
CBOR
1680
Community Bank of Raymore
Missouri
$291K
PP
1681
PrairieView Partners
Minnesota
$291K +$139K +614 +88%
PIG
1682
Pantheon Investment Group
California
$291K +$301K +1,330 New
SC
1683
Skylands Capital
Wisconsin
$290K
HKIM
1684
Hayek Kallen Investment Management
Alabama
$290K +$295K +1,305 New
LDB
1685
Lee, Danner & Bass
Tennessee
$289K
HWAM
1686
Hennion & Walsh Asset Management
New Jersey
$285K +$289K +1,281 New
IPW
1687
Inlet Private Wealth
Florida
$284K
NDSI
1688
Newman Dignan & Sheerar Inc
Rhode Island
$284K
ZIG
1689
Zuckerman Investment Group
Illinois
$284K
VHAM
1690
Van Hulzen Asset Management
California
$282K +$287K +1,269 New
KW
1691
KWB Wealth
California
$281K
LSC
1692
Logan Stone Capital
Illinois
$281K +$285K +1,262 New
HCA
1693
Horan Capital Advisors
Ohio
$280K
FM
1694
Foster & Motley
Ohio
$279K
CIP
1695
Capital Insight Partners
Arizona
$279K +$9.72K +43 +4%
M
1696
MOTCO
Texas
$278K -$137K -606 -33%
KFC
1697
Klingenstein Fields & Co
New York
$278K
LWP
1698
Laurel Wealth Planning
Minnesota
$275K
TI
1699
Truepoint Inc
Ohio
$275K +$4.07K +18 +1%
SDAM
1700
Shulman DeMeo Asset Management
New York
$274K +$279K +1,233 New

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.