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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
PCFFS
1901
Pacific Center for Financial Services
California
$91K
TA
1902
Tectonic Advisors
Texas
$91K +$22.6K +100 +32%
AIP
1903
Ahrens Investment Partners
Louisiana
$91K +$92.9K +411 New
RCM
1904
Rain Capital Management
Oregon
$90K +$678 +3 +0.7%
TCM
1905
TD Capital Management
Tennessee
$88K -$16K -71 -15%
FCFS
1906
First Command Financial Services
Texas
$85K -$69.1K -306 -44%
PAIM
1907
Punch & Associates Investment Management
Minnesota
$83K +$29.4K +130 +53%
S
1908
Surevest
California
$79K +$80K +354 New
CCP
1909
Clarkston Capital Partners
Michigan
$78K
WFA
1910
West Financial Advisors
Iowa
$76K
CCM
1911
Cribstone Capital Management
Maine
$75K
AW
1912
Avion Wealth
Texas
$74K
FPB
1913
First PREMIER Bank
South Dakota
$74K
AC
1914
AlphaCore Capital
California
$74K +$10.6K +47 +16%
Manulife (Manufacturers Life Insurance)
1915
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72.3K -$74.4M -329,264 -50%
FF
1916
FourThought Financial
Florida
$69K -$2.03K -9 -3%
RI
1917
Rinkey Investments
California
$69K +$72.8K +322 New
WFS
1918
Widmann Financial Services
Maryland
$68K +$69.6K +308 New
MAM
1919
Mystic Asset Management
Rhode Island
$67K +$68.2K +302 New
WWMSC
1920
Wagner Wealth Management (South Carolina)
South Carolina
$65K
NC
1921
NinePointTwo Capital
California
$64K +$65.8K +291 New
ODG
1922
O'Dell Group
Ohio
$63K
HNWA
1923
Henrickson Nauta Wealth Advisors
Michigan
$63K +$70.7K +313 New
MFA
1924
Morling Financial Advisors
California
$61K +$62.1K +275 New
CIM
1925
Contravisory Investment Management
Massachusetts
$60K -$1.13K -5 -2%

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.