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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
ICP
1776
Interchange Capital Partners
Pennsylvania
$227K +$231K +1,023 New
FTA
1777
Financial & Tax Architects
Missouri
$227K
PCMC
1778
Paragon Capital Management (Colorado)
Colorado
$226K -$86.3K -382 -27%
CNB
1779
Camden National Bank
Maine
$226K -$36.2K -160 -14%
ML
1780
McAdam LLC
Pennsylvania
$224K -$16K -71 -7%
VF
1781
Vista Finance
Missouri
$224K +$227K +1,005 New
HBT
1782
Hills Bank & Trust
Iowa
$223K +$5.2K +23 +2%
JAFL
1783
Jay A. Fishman Ltd
Michigan
$222K
1W
1784
1776 Wealth
Georgia
$222K
1WA
1785
180 Wealth Advisors
Washington
$222K
BCM
1786
Buckhead Capital Management
Georgia
$222K
DP
1787
Dearborn Partners
Illinois
$222K
KMWM
1788
Keudell/Morrison Wealth Management
Oregon
$222K
TC
1789
Tenret Company
Florida
$222K
PWS
1790
Private Wealth Strategies
Ohio
$222K +$226K +998 New
Hudson Bay Capital Management
1791
Hudson Bay Capital Management
Connecticut
$222K +$226K +1,000 New
HCM
1792
Hilton Capital Management
New York
$221K -$102K -450 -31%
BOH
1793
Bank of Hawaii
Hawaii
$221K
PFA
1794
Pure Financial Advisors
California
$221K +$2.26K +10 +1%
JFS
1795
JD Financial Services
Pennsylvania
$220K -$19K -84 -8%
BIM
1796
Bridges Investment Management
Nebraska
$219K -$314K -1,389 -59%
FWI
1797
Facet Wealth Inc
Maryland
$219K +$222K +982 New
LWMG
1798
Levy Wealth Management Group
Pennsylvania
$219K +$222K +984 New
IAG
1799
Investmark Advisory Group
Connecticut
$219K +$223K +985 New
BHIC
1800
Bassett Hargrove Investment Counsel
Delaware
$218K

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.