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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
ANB
176
Amarillo National Bank
Texas
$24.6M +$9.19M +40,669 +58%
EWM
177
Edge Wealth Management
New York
$24.6M +$594K +2,628 +2%
CIS
178
Connors Investor Services
Pennsylvania
$24.5M +$520K +2,300 +2%
MS
179
Marshall & Sullivan
Washington
$24.3M +$12.4K +55 +0.1%
HCM
180
Hengehold Capital Management
Ohio
$24.2M +$1.51M +6,665 +7%
IWC
181
Integrated Wealth Concepts
Massachusetts
$24.1M +$2.46M +10,865 +11%
AF
182
Ally Financial
Michigan
$24M +$14.2M +63,000 +140%
Toronto Dominion Bank
183
Toronto Dominion Bank
Ontario, Canada
$23.6M -$115M -507,255 -83%
MM
184
Main Management
California
$23.4M -$22.4M -99,172 -49%
MWM
185
Modera Wealth Management
New Jersey
$23.3M +$2.02M +8,930 +9%
FHB
186
First Hawaiian Bank
Hawaii
$23.2M +$2.3M +10,200 +11%
GMA
187
Goldstein Munger & Associates
California
$23.1M +$197K +872 +0.8%
VIP
188
Vantage Investment Partners
Missouri
$22.9M
CL
189
Choreo LLC
Illinois
$22.8M -$471K -2,083 -2%
LCOV
190
London Company of Virginia
Virginia
$22.4M +$12M +52,904 +111%
EW
191
Emerson Wealth
Michigan
$22.3M +$669K +2,962 +2%
RWA
192
River Wealth Advisors
Pennsylvania
$22.2M +$2.6M +11,490 +13%
OMC
193
Old Mission Capital
Illinois
$22.2M +$19.8M +87,752 +736%
GCM
194
Gladius Capital Management
Illinois
$22M +$4.5M +19,915 +25%
GC
195
Gilbert & Cook
Iowa
$21.9M +$546K +2,415 +3%
CFN
196
Cordasco Financial Network
Florida
$21.9M +$275K +1,219 +1%
DADC
197
D.A. Davidson & Co
Montana
$21.8M +$1.15M +5,076 +5%
PG
198
Proffitt & Goodson
Tennessee
$21.4M -$52.2K -231 -0.2%
SPIA
199
Steward Partners Investment Advisory
New York
$21.3M +$414K +1,832 +2%
WANY
200
Wealthspire Advisors (New York)
New York
$21.2M -$2.01M -8,912 -9%

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.