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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
JCM
151
Janney Capital Management
Pennsylvania
$32M +$8.79M +38,889 +37%
FBB
152
Fulton Breakefield Broenniman
Maryland
$31.7M +$1.04M +4,598 +3%
MML Investors Services
153
MML Investors Services
Massachusetts
$31.2M +$2.4M +10,643 +8%
BB
154
Busey Bank
Illinois
$31.2M -$1.62M -7,159 -5%
FMI
155
Factory Mutual Insurance
Massachusetts
$31.1M
ICG
156
InterOcean Capital Group
Tennessee
$31.1M +$2.66M +11,768 +9%
Cerity Partners
157
Cerity Partners
New York
$30.7M +$3.11M +13,762 +11%
SIMM
158
Stillwater Investment Management (Minnesota)
Minnesota
$30.6M +$780K +3,453 +3%
PA
159
Parkside Advisors
California
$30.3M -$572K -2,531 -2%
PAM
160
Premier Asset Management
Illinois
$29.9M -$7.69M -34,048 -20%
WTC
161
WhitTier Trust Company
Nevada
$29.9M +$94.9K +420 +0.3%
LGWM
162
Litman Gregory Wealth Management
California
$29.7M +$2.15M +9,523 +8%
MLFP
163
MPS Loria Financial Planners
Illinois
$29.1M +$786K +3,478 +3%
TFO
164
Tarbox Family Office
California
$28.8M -$203K -899 -0.7%
SW
165
SVB Wealth
Massachusetts
$28.4M +$1.17M +5,199 +4%
AHC
166
Anderson Hoagland & Co
Missouri
$28.3M +$954K +4,223 +3%
HT
167
HAP Trading
New York
$27.6M +$28.1M +124,248 New
BMM
168
Berkshire Money Management
Massachusetts
$27.6M +$621K +2,750 +2%
RIG
169
Ramiah Investment Group
Wisconsin
$27.4M +$17.9M +79,210 +181%
CAN
170
Cetera Advisor Networks
California
$27.2M +$1.4M +6,176 +5%
HTC
171
Hershey Trust Company
Pennsylvania
$27.1M
RCA
172
Rex Capital Advisors
Rhode Island
$26.9M +$634K +2,807 +2%
CM
173
Capula Management
Cayman Islands
$26.5M +$26.9M +119,036 New
HNB
174
Huntington National Bank
Ohio
$26M -$5.75M -25,444 Closed
FHA
175
First Horizon Advisors
Tennessee
$25.4M +$861K +3,812 +3%

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.