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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
GLLW
1876
Graves Light Lenhart Wealth
Virginia
$140K
PP
1877
Pacifica Partners
Canada
$140K
SPA
1878
Shore Point Advisors
New Jersey
$140K +$142K +628 New
VC
1879
Vestor Capital
Illinois
$137K -$1.81K -8 -1%
AWM
1880
Aspire Wealth Management
Massachusetts
$132K +$134K +593 New
First Manhattan
1881
First Manhattan
New York
$131K -$33.7K -149 -20%
ETI
1882
Enterprise Trust & Investment
California
$129K
PP
1883
PDS Planning
Ohio
$124K -$36.2K -160 -22%
AAP
1884
Arax Advisory Partners
Colorado
$124K
EWM
1885
EPG Wealth Management
Georgia
$124K +$226 +1 +0.2%
FPWM
1886
FSB Premier Wealth Management
Iowa
$122K +$124K +550 New
AWM
1887
AllSquare Wealth Management
New York
$120K
FA
1888
Faithward Advisors
Pennsylvania
$120K +$3.62K +16 +3%
SIAP
1889
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$119K
PCA
1890
Providence Capital Advisors
North Carolina
$112K -$58.1K -257 -34%
WC
1891
Westwind Capital
New Mexico
$112K
BL
1892
Balentine LLC
Georgia
$109K +$38K +168 +52%
ARIS
1893
Advanced Research Investment Solutions
California
$108K
CAL
1894
Capital Advisors Ltd
Ohio
$102K -$96.7K -428 -48%
ME
1895
McIlrath & Eck
Washington
$101K
LWP
1896
Lumature Wealth Partners
Georgia
$101K +$4.29K +19 +4%
SC
1897
Sawyer & Company
Massachusetts
$100K
EWM
1898
Elmwood Wealth Management
California
$95K +$96K +425 New
NOI
1899
Newton One Investments
Delaware
$94K +$678 +3 +0.7%
OIS
1900
Okabena Investment Services
Minnesota
$92K +$31.4K +139 +51%

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.