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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
RWG
2101
Ratio Wealth Group
Colorado
-$239K -1,092 Closed
TCMP
2102
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$238K -1,089 Closed
NCM
2103
Northwest Capital Management
Oregon
-$236K -1,039 Closed
AMG
2104
Asset Management Group
Connecticut
-$224K -1,024 Closed
IWS
2105
Insight Wealth Strategies
California
-$224K -1,022 Closed
FNWM
2106
Financial Network Wealth Management
Utah
-$220K -1,007 Closed
UMC
2107
United Maritime Capital
New York
-$219K -1,000 Closed
WSC
2108
Wellington Shields & Co
New York
-$219K -1,000 Closed
TWM
2109
Triton Wealth Management
Arizona
-$217K -965 Closed
BMCM
2110
Burns Matteson Capital Management
New York
-$210K -960 Closed
TFA
2111
TPG Financial Advisors
Oregon
-$208K -949 Closed
IDA
2112
Intelligence Driven Advisers
California
-$205K -927 Closed
WAS
2113
WESPAC Advisors SoCal
California
-$204K -925 Closed
AWM
2114
Aevitas Wealth Management
Massachusetts
-$202K -924 Closed
LCWP
2115
Legacy Capital Wealth Partners
Arkansas
-$304K -675 Closed
LWM
2116
Liberty Wealth Management
California
-$133K -588 Closed
IA
2117
IndexIQ Advisors
New York
-$124K -566 Closed
SC
2118
Solstein Capital
California
-$86K -392 Closed
AP
2119
Advisors Preferred
Maryland
-$67K -300 Closed
KIG
2120
Kowal Investment Group
Wisconsin
-$62K -286 Closed
BMD
2121
Better Money Decisions
New Mexico
-$56K -254 Closed
DOA
2122
D'Orazio & Associates
Virginia
-$55K -250 Closed
NIM
2123
NuWave Investment Management
New Jersey
-$34K -157 Closed
CICI
2124
Capital Investment Counsel Inc
North Carolina
-$32K -147 Closed
SFP
2125
Sterling Financial Planning
New Jersey
-$31K -142 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.