We are live on ! Find out more
IWM icon

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
MIM
2001
MTM Investment Management
South Carolina
$8K
WOC
2002
West Oak Capital
California
$8K
RIA
2003
Richwood Investment Advisors
Ohio
$8K +$7.68K +34 New
MTWM
2004
Masso Torrence Wealth Management
New Jersey
$8K +$8.36K +37 New
CP
2005
Castleview Partners
Texas
$7.85K +$395M +1,746,010 New
MP
2006
McDonald Partners
Ohio
$7.56K -$722K -3,195 -99%
ACM
2007
Absolute Capital Management
Pennsylvania
$7.56K +$7.68K +34 New
IPW
2008
IronBridge Private Wealth
Texas
$7K
SCA
2009
Stuart Chaussee & Associates
California
$7K
APC
2010
Aspire Private Capital
North Carolina
$7K +$6.78K +30 New
TCM
2011
Tradewinds Capital Management
Washington
$6K
VRM
2012
Vectors Research Management
New York
$5K
CA
2013
Centerpoint Advisors
Massachusetts
$4K
PWMG
2014
Prestige Wealth Management Group
New Jersey
$4K
ARMC
2015
American Research & Management Company
Massachusetts
$4K +$2.03K +9 +82%
FWA
2016
FSC Wealth Advisors
New York
$4K +$3.62K +16 New
BBHC
2017
Brown Brothers Harriman & Co
New York
$3.54K +$677K +2,995 +23%
FFG
2018
Ford Financial Group
California
$3.28K -$291K -1,289 -8%
MSFP
2019
Mark Sheptoff Financial Planning
Connecticut
$3K -$54K -239 -95%
CWA
2020
Clearview Wealth Advisors
Oregon
$3K -$1.36K -6 -29%
MAM
2021
McCarthy Asset Management
California
$3K
C
2022
Covestor
United Kingdom
$3K +$2.71K +12 New
TC
2023
Trust Company
Kansas
$3K +$3.16K +14 New
HIM
2024
Hillsdale Investment Management
Ontario, Canada
$2K
MW
2025
Milestone Wealth
New York
$2K +$2.49K +11 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.