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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
AWM
1951
Accel Wealth Management
Iowa
$37K
DAC
1952
Dividend Assets Capital
South Carolina
$37K
GWSG
1953
GPS Wealth Strategies Group
Colorado
$34K
NF
1954
Norwood Financial
Pennsylvania
$34K +$34.6K +153 New
SPWG
1955
Sage Private Wealth Group
Illinois
$33K
FWM
1956
Focused Wealth Management
New York
$29K +$226 +1 +0.8%
OF
1957
Outfitter Financial
Maine
$29K +$29.1K +129 New
AAMA
1958
Advanced Asset Management Advisors
Ohio
$28K -$28.2K -125 -50%
KSWA
1959
Kathleen S. Wright Associates
Pennsylvania
$28K +$28.7K +127 New
AWM
1960
Abound Wealth Management
Tennessee
$26.1K +$26.4K +117 New
GTAM
1961
Global Trust Asset Management
Florida
$25K +$22.6K +100 +909%
HWA
1962
HHM Wealth Advisors
Tennessee
$25K +$24.9K +110 New
PIP
1963
Peachtree Investment Partners
Florida
$24K -$27.6K -122 -53%
TC
1964
Truvestments Capital
Florida
$24K -$4.52K -20 -16%
BA
1965
Bellwether Advisors
Nebraska
$23K
GWM
1966
Grand Wealth Management
Michigan
$23K +$23K +102 New
AW
1967
Alaethes Wealth
Nevada
$22K
FCA
1968
FinTrust Capital Advisors
South Carolina
$22K
TFM
1969
TFC Financial Management
Massachusetts
$22K
AF
1970
Arrow Financial
New York
$22K +$2.71K +12 +14%
FWM
1971
Foresight Wealth Management
Utah
$22K +$22.8K +101 New
HIM
1972
HawsGoodwin Investment Management
Tennessee
$21K
CP
1973
Covenant Partners
Tennessee
$20K
TFP
1974
Tilia Fiduciary Partners
North Carolina
$20K +$20.1K +89 New
EAM
1975
Eukles Asset Management
Ohio
$19K

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.