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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
FHC
2026
First Heartland Consultants
Missouri
$1.11K -$704K -3,115 -38%
FGAM
2027
Financial Gravity Asset Management
Texas
$1.01K +$99.4K +440 +11,000%
WC
2028
Wexford Capital
Florida
$1K +$1.02M +4,518 New
GCS
2029
Gordian Capital (Singapore)
Singapore
$1K +$226 +1 New
LPP
2030
Life Planning Partners
Florida
$1K +$1.13K +5 New
AWA
2031
Aquire Wealth Advisors
Utah
$1K +$1.36K +6 New
SFG
2032
Steward Financial Group
Texas
$1K +$1.58K +7 New
BIM
2033
Baldwin Investment Management
Pennsylvania
$222
RTC
2034
Riverview Trust Company
Washington
$75
Blackstone Inc
2035
Blackstone Inc
New York
-$1.95M -1,000,000 Closed
N
2036
Natixis
France
-$186M -851,071 Closed
CAC
2037
Cowen and Company
New York
-$90.8M -414,970 Closed
LCM
2038
Laurion Capital Management
New York
-$79.8M -364,621 Closed
PCP
2039
P2 Capital Partners
New York
-$79.7M -364,374 Closed
AC
2040
Athanor Capital
New York
-$60.6M -277,134 Closed
Schroder Investment Management Group
2041
Schroder Investment Management Group
United Kingdom
-$48.8M -223,107 Closed
OCM
2042
Oribel Capital Management
New York
-$34.8M -159,200 Closed
DLDF
2043
Dan L. Duncan Foundation
Texas
-$31.5M -143,834 Closed
TI
2044
Tidal Investments
Wisconsin
-$31.4M -143,350 Closed
ACM
2045
Atika Capital Management
New York
-$26.7M -122,000 Closed
Point72 Asset Management
2046
Point72 Asset Management
Connecticut
-$27.3M -120,868 Closed
TEE
2047
Tibra Equities Europe
United Kingdom
-$21.6M -98,700 Closed
Qube Research & Technologies (QRT)
2048
Qube Research & Technologies (QRT)
United Kingdom
-$21.4M -97,636 Closed
MMFA
2049
Main Management Fund Advisors
California
-$19.5M -89,200 Closed
HI
2050
HBK Investments
Texas
-$18.9M -86,442 Closed

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.