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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
SWM
1726
Stockman Wealth Management
Montana
$256K -$9.04K -40 -3%
HWM
1727
Hohimer Wealth Management
Washington
$254K
NEPPG
1728
New England Professional Planning Group
Rhode Island
$253K +$2.03K +9 +0.8%
VBWMG
1729
Von Berge Wealth Management Group
California
$253K +$284K +1,257 New
FWM
1730
FSA Wealth Management
Massachusetts
$252K -$5.65K -25 -2%
TCOV
1731
Trust Company of Vermont
Vermont
$251K
MCM
1732
Mill Capital Management
North Carolina
$250K +$254K +1,122 New
EW
1733
Element Wealth
Mississippi
$249K -$84.5K -374 -25%
BG
1734
Bollard Group
Massachusetts
$249K +$452 +2 +0.2%
ECM
1735
Exchange Capital Management
Michigan
$249K +$253K +1,118 New
SG
1736
Stonnington Group
California
$248K -$11.3K -50 -4%
MCM
1737
Maple Capital Management
Vermont
$248K +$251K +1,113 New
RWM
1738
Rockwood Wealth Management
Pennsylvania
$248K +$252K +1,114 New
APW
1739
Austin Private Wealth
Texas
$247K
CWM
1740
Cabot Wealth Management
Massachusetts
$247K
GIM
1741
Grassi Investment Management
California
$247K +$19.2K +85 +8%
SPWM
1742
Straight Path Wealth Management
Michigan
$247K +$251K +1,111 New
LA
1743
Legacy Advisors
Pennsylvania
$246K -$4.07K -18 -2%
MAG
1744
MRA Advisory Group
New Jersey
$245K +$249K +1,103 New
RMCM
1745
Reynders McVeigh Capital Management
Massachusetts
$244K
BST
1746
Bath Savings Trust
Maine
$244K +$9.49K +42 +4%
AWM
1747
Altavista Wealth Management
North Carolina
$243K
CF
1748
Corrigan Financial
Rhode Island
$241K +$226 +1 +0.1%
MCA
1749
MSH Capital Advisors
Arizona
$241K +$245K +1,084 New
Betterment LLC
1750
Betterment LLC
New York
$240K -$126K -556 -34%

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.