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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
ACM
201
Atlanta Capital Management
Georgia
$21M +$18.3M +81,111 +606%
WSFS
202
Wilmington Savings Fund Society
Delaware
$21M -$44.3K -196 -0.2%
EHPM
203
Emery Howard Portfolio Management
California
$20.9M -$254K -1,122 -1%
N
204
Nuveen
North Carolina
$20.8M -$12.8M -56,713 -38%
GKIM
205
GW&K Investment Management
Massachusetts
$20.7M +$14.7M +65,256 +233%
EW
206
Evoke Wealth
California
$20.5M +$16.5M +72,816 +373%
IMC Chicago
207
IMC Chicago
Illinois
$20.5M +$17.2M +76,097 +480%
CIG
208
Consolidated Investment Group
Colorado
$20.2M
QGA
209
Q Global Advisors
Texas
$20M +$20.3M +89,887 New
BJL
210
Brighton Jones LLC
Washington
$19.7M +$390K +1,728 +2%
RP
211
Riverbridge Partners
Minnesota
$19.7M +$18.7M +82,610 +1,401%
AIIMS
212
Analyst IMS Investment Management Services
Israel
$19.4M
CS
213
Comerica Securities
Michigan
$19.4M +$2.67M +11,803 +16%
JCM
214
Jacobi Capital Management
Pennsylvania
$19.3M +$233K +1,033 +1%
PWM
215
Paulson Wealth Management
Illinois
$19.2M +$667K +2,954 +4%
CA
216
Crewe Advisors
Utah
$19.1M +$637K +2,820 +3%
PAS
217
Park Avenue Securities
New York
$19.1M -$5.78M -25,570 -23%
UCFA
218
United Capital Financial Advisors
Texas
$19M +$205K +909 +1%
EH
219
Equitable Holdings
New York
$19M +$1.48M +6,556 +8%
JIR
220
James Investment Research
Ohio
$18.6M -$402K -1,777 -2%
PFPT
221
Pinnacle Financial Partners (Tennessee)
Tennessee
$18.5M +$960K +4,247 +5%
SL
222
Salomon & Ludwin
Virginia
$18.5M +$371K +1,640 +2%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$18.4M +$1.03M +4,573 +6%
VFA
224
Valeo Financial Advisors
Indiana
$18.4M -$717K -3,172 -4%
EAMA
225
EFG Asset Management (Americas)
Florida
$18.3M +$301K +1,334 +2%

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.