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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
MWM
1751
Maltin Wealth Management
New Jersey
$240K -$452 -2 -0.2%
SGK
1752
Steigerwald Gordon & Koch
Virginia
$240K +$13.1K +58 +6%
CAMG
1753
CWA Asset Management Group
Florida
$240K +$16.7K +74 +7%
CCA
1754
Cottonwood Capital Advisors
Utah
$240K +$244K +1,078 New
SCA
1755
STALEY CAPITAL ADVISERS
Pennsylvania
$239K
USCWA
1756
U.S. Capital Wealth Advisors
Texas
$238K +$242K +1,071 New
AC
1757
Annandale Capital
Texas
$237K
CWP
1758
CFM Wealth Partners
Texas
$236K -$30.1K -133 -11%
PFA
1759
Paradigm Financial Advisors
Missouri
$236K +$226 +1 +0.1%
WG
1760
Welch Group
Alabama
$236K +$239K +1,059 New
CNBTD
1761
Citizens National Bank Trust Department
Mississippi
$234K
GM
1762
Granger Management
New York
$234K
Principal Financial Group
1763
Principal Financial Group
Iowa
$234K +$238K +1,052 New
SIC
1764
SJS Investment Consulting
Ohio
$234K +$238K +1,054 New
GCA
1765
Greenwood Capital Associates
South Carolina
$233K +$4.97K +22 +2%
GHA
1766
GW Henssler & Associates
Georgia
$233K +$237K +1,049 New
FMTCOCP
1767
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$232K
ANBT
1768
American National Bank & Trust
Texas
$231K +$20.8K +92 +10%
AAMC
1769
Asset Allocation & Management Company
Illinois
$231K +$235K +1,038 New
TCM
1770
Traynor Capital Management
Pennsylvania
$230K +$21.7K +96 +10%
APW
1771
Atlantic Private Wealth
North Carolina
$230K +$233K +1,033 New
LWP
1772
Legacy Wealth Planning
Nevada
$229K -$14.9K -66 -6%
JFA
1773
JNBA Financial Advisors
Minnesota
$229K
COF
1774
Capital One Financial
Virginia
$227K -$96.3K -426 -29%
DBRC
1775
D.B. Root & Company
Pennsylvania
$227K +$231K +1,023 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.