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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
Goldman Sachs
1
Goldman Sachs
New York
$7.6B -$523M -2,315,859 -6%
Bank of America
2
Bank of America
North Carolina
$7.31B -$1.09B -4,804,578 -13%
Wells Fargo
3
Wells Fargo
California
$6.04B -$453M -2,002,764 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.65B -$139M -613,000 -3%
Morgan Stanley
5
Morgan Stanley
New York
$4.01B +$355M +1,570,851 +10%
BlackRock
6
BlackRock
New York
$2.88B +$237M +1,050,247 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.89B +$348M +1,541,199 +22%
Citigroup
8
Citigroup
New York
$1.58B +$156M +689,049 +11%
LPL Financial
9
LPL Financial
California
$1.51B +$6.7M +29,632 +0.4%
Rafferty Asset Management
10
Rafferty Asset Management
New York
$1.32B +$263M +1,165,941 +24%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.3B -$260M -1,149,445 -16%
UBS Group
12
UBS Group
Switzerland
$1.25B -$717M -3,171,709 -36%
PCA
13
Personal Capital Advisors
California
$1.13B +$51.4M +227,670 +5%
Barclays
14
Barclays
United Kingdom
$1.07B -$69.8M -308,920 -6%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$1.04B +$18.1M +80,038 +2%
Northern Trust
16
Northern Trust
Illinois
$885M +$51.7M +228,711 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$838M -$487M -2,153,361 -36%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$835M +$37.3M +165,128 +5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$624M -$145M -640,446 -19%
US Bancorp
20
US Bancorp
Minnesota
$613M +$36.8M +162,903 +6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$609M +$42.8M +189,585 +7%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$593M +$358M +1,583,157 +148%
M&T Bank
23
M&T Bank
New York
$548M +$14M +61,738 +3%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$543M +$97M +429,160 +22%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$525M +$22.8M +100,791 +4%

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.