We are live on ! Find out more
IWM icon

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
FAG
1851
Fortitude Advisory Group
Washington
$169K +$172K +759 New
JWM
1852
Janiczek Wealth Management
Colorado
$167K -$4.52K -20 -3%
BCM
1853
Bourgeon Capital Management
Connecticut
$166K
WAS
1854
Winch Advisory Services
Wisconsin
$165K -$2.94K -13 -2%
RMC
1855
Resources Management Corp
Connecticut
$164K
LWA
1856
Lowe Wealth Advisors
Maryland
$163K +$122K +540 +280%
CYG
1857
Clean Yield Group
Vermont
$161K
AFG
1858
Albion Financial Group
Utah
$159K -$45.2K -200 -22%
WFA
1859
WestHill Financial Advisors
California
$158K
AWM
1860
Aberdeen Wealth Management
Illinois
$158K +$160K +710 New
TF
1861
Tompkins Financial
New York
$157K +$14.5K +64 +10%
BW
1862
Bison Wealth
Georgia
$156K -$38.6K -171 -20%
CFD
1863
Creative Financial Designs
Indiana
$156K -$23.7K -105 -13%
LPIC
1864
LeJeune Puetz Investment Counsel
Michigan
$156K
LPWM
1865
Lake Point Wealth Management
Texas
$155K
HFS
1866
Hantz Financial Services
Michigan
$154K
HCP
1867
Hexagon Capital Partners
Arkansas
$154K +$82.7K +366 +112%
GFPC
1868
Global Financial Private Client
Florida
$153K +$72.8K +322 +88%
FCB
1869
First Command Bank
Texas
$151K
FWC
1870
First Washington Corp
Washington
$151K
MIM
1871
Macroview Investment Management
Maryland
$151K +$226 +1 +0.1%
SC
1872
Stephens Consulting
Michigan
$145K +$148K +654 New
HFM
1873
Hartford Financial Management
Connecticut
$144K +$452 +2 +0.3%
FPFS
1874
First Personal Financial Services
North Carolina
$142K
DSC
1875
Duncker Streett & Co
Missouri
$140K

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.