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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
PSB
1976
Piscataqua Savings Bank
New Hampshire
$18K
TCWA
1977
Ten Capital Wealth Advisors
Washington
$18K
ASBI
1978
American State Bank (Iowa)
Iowa
$17.4K
EBA
1979
Eagle Bay Advisors
New York
$17K -$10.6K -47 -39%
AFS
1980
Annapolis Financial Services
Maryland
$17K
HFA
1981
HC Financial Advisors
California
$16K
SA
1982
SRH Advisors
Kansas
$16K
CAM
1983
Close Asset Management
United Kingdom
$16K +$15.8K +70 New
HC
1984
Hoese & Co
Minnesota
$15K
KFS
1985
Kelly Financial Services
Massachusetts
$14.6K +$226 +1 +2%
PA
1986
PSI Advisors
Florida
$14K +$452 +2 +3%
BEI
1987
Benjamin Edwards Inc
Missouri
$14K +$14K +62 New
PWC
1988
PYA Waltman Capital
Tennessee
$14K +$14.7K +65 New
LF
1989
Lee Financial
Texas
$13K +$226 +1 +2%
KIG
1990
Kessler Investment Group
Indiana
$12K -$139K -614 -92%
BAM
1991
Bellevue Asset Management
Washington
$12K +$5.42K +24 +75%
TAM
1992
Tucker Asset Management
Colorado
$11.8K
RK
1993
Rather & Kittrell
Tennessee
$11K +$11.3K +50 New
UIA
1994
Ulland Investment Advisors
Minnesota
$11K +$11.3K +50 New
LFG
1995
Leverty Financial Group
Wisconsin
$11K +$11.8K +52 New
FRA
1996
Front Row Advisors
California
$10K
ACK
1997
Andrew C. Karlinski
$10K +$10.2K +45 New
GWMI
1998
Guardian Wealth Management (Illinois)
Illinois
$10K +$10.4K +46 New
CP
1999
Corbenic Partners
Pennsylvania
$9K
CWM
2000
Curi Wealth Management
North Carolina
$9K +$9.72K +43 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.