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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
FFA
1926
Founders Financial Alliance
North Carolina
$58K
KA
1927
Kozak & Associates
Colorado
$58K
SCA
1928
Sandy Cove Advisors
Massachusetts
$57K +$57.6K +255 New
VNA
1929
Valley National Advisers
Pennsylvania
$55K
JWBC
1930
John W. Brooker & Co
California
$55K +$226 +1 +0.4%
IF
1931
Integrity Financial
Wyoming
$54K +$54.5K +241 New
FFC
1932
First Financial Corp
Indiana
$52K
WTA
1933
Washington Trust Advisors
Massachusetts
$52K +$52.9K +234 New
AF
1934
Affiance Financial
Minnesota
$51K
SFC
1935
SYM Financial Corp
Indiana
$51K
DWA
1936
Dougherty Wealth Advisers
Minnesota
$50K
DWMG
1937
DB Wealth Management Group
California
$49K
WA
1938
WestEnd Advisors
North Carolina
$48.3K +$49K +217 New
RFWA
1939
RPg Family Wealth Advisory
Massachusetts
$47.2K
CAL
1940
Capital Analysts LLC
Pennsylvania
$46K -$5.2K -23 -10%
BWL
1941
Bogart Wealth LLC
Virginia
$46K
CAM
1942
Costello Asset Management
Pennsylvania
$46K +$226 +1 +0.5%
DAM
1943
Delta Asset Management
Tennessee
$45K -$24.9K -110 -35%
CG
1944
Cutler Group
California
$44K -$12.3M -54,650 -100%
HI
1945
Hudock Inc
Pennsylvania
$44K
GI
1946
Gradient Investments
Minnesota
$43K +$33.9K +150 +341%
SFA
1947
Semmax Financial Advisors
North Carolina
$42K +$226 +1 +0.5%
CFG
1948
CKW Financial Group
Hawaii
$40K
GI
1949
GS Investments
Minnesota
$40K
SIA
1950
SkyView Investment Advisors
New Jersey
$40K +$151K +667 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.