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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
CSWG
1701
Cardinal Strategic Wealth Guidance
Kentucky
$273K
ADL
1702
Asset Dedication LLC
California
$271K +$33.7K +149 +14%
AWAG
1703
ARS Wealth Advisors Group
Florida
$271K +$275K +1,218 New
PFP
1704
Paragon Financial Partners
California
$271K +$275K +1,218 New
FCT
1705
First Community Trust
Iowa
$270K +$275K +1,215 New
BSB
1706
Bangor Savings Bank
Maine
$270K
MHR
1707
Matthew Hamilton Rosenberg
$270K
RPCA
1708
Running Point Capital Advisors
California
$270K +$274K +1,213 +121,300%
BAM
1709
Byrne Asset Management
New Jersey
$270K +$275K +1,216 New
MAG
1710
Mayfair Advisory Group
Alabama
$269K -$36.2K -160 -11%
VBFP
1711
Valtinson Bruner Financial Planning
Minnesota
$269K +$26.9K +119 +11%
NC
1712
NovaPoint Capital
Georgia
$269K +$273K +1,210 New
EFG
1713
Everhart Financial Group
Ohio
$268K +$11.3K +50 +4%
HCM
1714
Highview Capital Management
Illinois
$268K +$272K +1,205 New
AI
1715
AXS Investments
New York
$267K -$8.31M -36,793 -97%
IAA
1716
Independent Advisor Alliance
North Carolina
$267K +$271K +1,200 New
KWP
1717
Keystone Wealth Partners
Arizona
$267K +$271K +1,200 New
DHGWA
1718
Dixon Hughes Goodman Wealth Advisors
North Carolina
$266K +$270K +1,194 New
JCM
1719
Jag Capital Management
Missouri
$262K -$41.4K -183 -13%
AOWM
1720
Alpha Omega Wealth Management
Virginia
$262K +$4.97K +22 +2%
ACM
1721
AlphaStar Capital Management
North Carolina
$261K +$58.1K +257 +27%
SAM
1722
SP Asset Management
California
$259K +$904 +4 +0.3%
SCG
1723
Sonata Capital Group
Washington
$259K +$19.2K +85 +8%
RBFC
1724
Roman Butler Fullerton & Co
Missouri
$258K +$49.7K +220 +23%
AWM
1725
Arbor Wealth Management
Florida
$258K +$262K +1,161 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.