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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
SEM
2051
Strategic Equity Management
Arizona
-$17M -77,796 Closed
OCAM
2052
Onex Canada Asset Management
Ontario, Canada
-$16.3M -74,514 Closed
ACA
2053
Ascension Capital Advisors
Texas
-$15.3M -69,980 Closed
MA
2054
MCF Advisors
Kentucky
-$14.4M -66,004 Closed
DCM
2055
Disciplina Capital Management
Tennessee
-$14.2M -64,789 Closed
KHCM
2056
Kettle Hill Capital Management
New York
-$12.9M -58,760 Closed
LCM
2057
Landscape Capital Management
New Jersey
-$10.9M -50,000 Closed
PRS
2058
Pinkerton Retirement Specialists
Idaho
-$10.5M -48,155 Closed
UAS
2059
United Asset Strategies
New York
-$10.3M -47,290 Closed
SBH
2060
Segall Bryant & Hamill
Illinois
-$9.92M -45,304 Closed
GRP
2061
Global Retirement Partners
California
-$9.22M -42,144 Closed
WI
2062
WBI Investments
New Jersey
-$8.2M -37,584 Closed
RFM
2063
Royal Fund Management
Florida
-$7.53M -34,413 Closed
DRS
2064
Deane Retirement Strategies
Louisiana
-$5.75M -26,281 Closed
SS
2065
Simplicity Solutions
Minnesota
-$5.68M -25,980 Closed
PAMP
2066
Polar Asset Management Partners
Ontario, Canada
-$5.8M -25,662 Closed
ICM
2067
Infini Capital Management
Hong Kong
-$5.24M -23,950 Closed
IMF
2068
Infini Master Fund
Hong Kong
-$5.24M -23,950 Closed
OPWM
2069
Oxinas Partners Wealth Management
Indiana
-$3.35M -15,315 Closed
CF
2070
Copperwynd Financial
Arizona
-$3.24M -14,814 Closed
DKCM
2071
Davidson Kempner Capital Management
New York
-$3.08M -14,081 Closed
EC
2072
Engaged Capital
California
-$2.93M -13,400 Closed
XS
2073
XR Securities
Illinois
-$2.74M -12,120 Closed
BGC
2074
Birch Grove Capital
New York
-$2.71M -12,000 Closed
LAM
2075
L2 Asset Management
Massachusetts
-$1.64M -7,500 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.