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
DS
2076
DRW Securities
Illinois
-$1.62M -7,424 Closed
MA
2077
MYDA Advisors
New York
-$1.36M -6,000 Closed
BBA
2078
Braun-Bostich & Associates
Pennsylvania
-$1.05M -4,823 Closed
BOS
2079
Bingham Osborn & Scarborough
California
-$1.02M -4,665 Closed
BA
2080
Bridgewater Advisors
New York
-$1.02M -4,647 Closed
FF
2081
Friedenthal Financial
New Jersey
-$995K -4,547 Closed
CI
2082
Clal Insurance
Israel
-$766K -3,500 Closed
MTIM
2083
Marathon Trading Investment Management
Pennsylvania
-$722K -3,300 Closed
PAM
2084
Panagora Asset Management
Massachusetts
-$659K -3,013 Closed
PHS
2085
Pekin Hardy Strauss
Illinois
-$596K -2,722 Closed
NL
2086
NKCFO LLC
Illinois
-$569K -2,600 Closed
SGI
2087
Summit Global Investments
Utah
-$564K -2,578 Closed
BMO
2088
Beck Mack & Oliver
New York
-$543K -2,484 Closed
EPA
2089
Element Pointe Advisors
Florida
-$538K -2,461 Closed
DA
2090
Doliver Advisors
Texas
-$477K -2,179 Closed
SAM
2091
Silphium Asset Management
United Kingdom
-$465K -2,125 Closed
PWM
2092
PRW Wealth Management
Massachusetts
-$463K -2,116 Closed
QC
2093
QCM Cayman
Texas
-$421K -1,926 Closed
PFA
2094
Professional Financial Advisors
Nebraska
-$394K -1,801 Closed
JFGLC
2095
Johnson Financial Group LLC (Colorado)
Colorado
-$355K -1,625 Closed
CPM
2096
Corre Partners Management
New York
-$339K -1,500 Closed
MFW
2097
Mosaic Family Wealth
Missouri
-$258K -1,178 Closed
PFA
2098
Pinnacle Family Advisors
Missouri
-$254K -1,159 Closed
HW
2099
Hedeker Wealth
Illinois
-$244K -1,118 Closed
GSEP
2100
Golden State Equity Partners
California
-$240K -1,095 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.