IWM icon

iShares Russell 2000 ETF

2,024 hedge funds and large institutions have $72.1B invested in iShares Russell 2000 ETF in 2021 Q4 according to their latest regulatory filings, with 358 funds opening new positions, 834 increasing their positions, 552 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,024
Holders Change
+218
Holders Change %
+12.07%
% of All Funds
31.26%
Holding in Top 10
224
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.16%
% of All Funds
3.46%
New
358
Increased
834
Reduced
552
Closed
106
Calls
$32.4B
Puts
$60.8B
Net Calls
-$28.4B
Net Calls Change
+$8.59B
Name Holding Trade Value Shares
Change
Shares
Change %
MAG
1701
Mayfair Advisory Group
Alabama
$269K -$34.8K -160 -11%
VBFP
1702
Valtinson Bruner Financial Planning
Minnesota
$269K +$26.4K +119 +11%
NC
1703
NovaPoint Capital
Georgia
$269K +$269K +1,210 New
EFG
1704
Everhart Financial Group
Ohio
$268K +$11.1K +50 +4%
HCM
1705
Highview Capital Management
Illinois
$268K +$268K +1,205 New
AI
1706
AXS Investments
New York
$267K -$8.19M -36,793 -97%
IAA
1707
Independent Advisor Alliance
North Carolina
$267K +$267K +1,200 New
KWP
1708
Keystone Wealth Partners
Arizona
$267K +$267K +1,200 New
DHGWA
1709
Dixon Hughes Goodman Wealth Advisors
North Carolina
$266K +$266K +1,194 New
JCM
1710
Jag Capital Management
Missouri
$262K -$40.7K -183 -13%
AOWM
1711
Alpha Omega Wealth Management
Virginia
$262K +$4.72K +22 +2%
ACM
1712
AlphaStar Capital Management
North Carolina
$261K +$55.1K +257 +27%
SAM
1713
SP Asset Management
California
$259K +$814 +4 +0.3%
SCG
1714
Sonata Capital Group
Washington
$259K +$18.9K +85 +8%
RBFC
1715
Roman Butler Fullerton & Co
Missouri
$258K +$49K +220 +23%
AWM
1716
Arbor Wealth Management
Florida
$258K +$258K +1,161 New
SWM
1717
Stockman Wealth Management
Montana
$256K -$8.9K -40 -3%
HWM
1718
Hohimer Wealth Management
Washington
$254K
NEPPG
1719
New England Professional Planning Group
Rhode Island
$253K +$1.93K +9 +0.8%
VBWMG
1720
Von Berge Wealth Management Group
California
$253K +$253K +1,257 New
FWM
1721
FSA Wealth Management
Massachusetts
$252K -$5.56K -25 -2%
TCOV
1722
Trust Company of Vermont
Vermont
$251K
MCM
1723
Mill Capital Management
North Carolina
$250K +$250K +1,122 New
EW
1724
Element Wealth
Mississippi
$249K -$83.1K -374 -25%
BG
1725
Bollard Group
Massachusetts
$249K +$445 +2 +0.2%