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iShares Russell 2000 ETF

1,937 hedge funds and large institutions have $66.4B invested in iShares Russell 2000 ETF in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 720 increasing their positions, 792 reducing their positions, and 202 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% more ownership

Funds ownership: 104.1%106.5% (+2.4%)

9% less repeat investments, than reductions

Existing positions increased: 720 | Existing positions reduced: 792

5% less funds holding

Funds holding: 2,0341,937 (-97)

8% less funds holding in top 10

Funds holding in top 10: 226208 (-18)

8% less capital invested

Capital invested by funds: $72.2B → $66.4B (-$5.81B)

36% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 202

63% less call options, than puts

Call options by funds: $19.3B | Put options by funds: $52.7B

Holders
1,937
Holders Change
-97
Holders Change %
-4.77%
% of All Funds
30.55%
Holding in Top 10
208
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-7.96%
% of All Funds
3.28%
New
130
Increased
720
Reduced
792
Closed
202
Calls
$19.3B
Puts
$52.7B
Net Calls
-$33.4B
Net Calls Change
-$5.04B
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$16M -$1M -4,919 -6%
CCM
227
Coldstream Capital Management
Washington
$16M +$83.4K +409 +0.5%
KCM
228
Kanawha Capital Management
Virginia
$15.8M +$11.2K +55 +0.1%
FTUS
229
Flow Traders U.S.
New York
$15.8M +$7.48M +36,684 +91%
Twin Tree Management
230
Twin Tree Management
Texas
$15.7M +$8.62M +42,260 +123%
SC
231
Sierra Capital
Florida
$15.6M -$439K -2,151 -3%
TH
232
TCTC Holdings
Texas
$15.5M +$14M +68,404 +974%
SF
233
Symphony Financial
Texas
$15.5M -$511K -2,506 -3%
PPA
234
Parametric Portfolio Associates
Washington
$15.5M +$1.93M +9,454 +14%
WF
235
Welch & Forbes
Massachusetts
$15.4M +$1.59M +7,784 +12%
PAM
236
Premier Asset Management
Illinois
$15.3M -$12.2M -59,861 -44%
CIBC World Market
237
CIBC World Market
Ontario, Canada
$15.2M -$69.8K -342 -0.5%
FWIA
238
Fort Washington Investment Advisors
Ohio
$15.2M +$133K +653 +0.9%
SCP
239
Silverleafe Capital Partners
Tennessee
$15.1M +$5.88M +28,835 +65%
N
240
Nuveen
North Carolina
$14.9M -$4.3M -21,076 -23%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$14.9M +$2.97M +14,541 +25%
AWP
242
Ascent Wealth Partners
New York
$14.8M +$600K +2,942 +4%
AF
243
Allworth Financial
California
$14.7M +$6M +29,392 +70%
DCM
244
Dimension Capital Management
Florida
$14.7M +$3.78M +18,542 +35%
HWA
245
Hillcrest Wealth Advisors
New Jersey
$14.6M +$1.49M +7,302 +11%
CI
246
Conning Inc
Connecticut
$14.6M -$361K -1,772 -2%
PGA
247
Portland Global Advisors
Maine
$14.5M +$498K +2,441 +4%
BCA
248
Bray Capital Advisors
Florida
$14.5M +$119K +581 +0.8%
PFM
249
Patton Fund Management
Texas
$14.4M -$10.4M -51,037 -84%
FHA
250
First Horizon Advisors
Tennessee
$14.2M -$9.21M -45,152 -39%

IWM Hedge Fund Activity: Q1 2022 in Review

1,937 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2022, worth a combined $66.4B — down 8.1% from $72.2B a quarter earlier.

Sellers outnumbered buyers: 202 funds closed out of IWM and 130 opened new positions — a net loss of 72 holders — while 792 trimmed existing stakes and 720 added.

The largest buyer was Susquehanna International Group, adding an estimated $860M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $1.52B.

  • 1,937 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2022, down from 2,034 in Q4 2021.
  • Funds reported $66.4B of iShares Russell 2000 ETF stock for Q1 2022, down 8.1% quarter-over-quarter.
  • 130 funds opened new iShares Russell 2000 ETF positions in Q1 2022 and 202 closed out, a net change of -72 holders.
  • The largest iShares Russell 2000 ETF buyer in Q1 2022 was Susquehanna International Group, an estimated $860M added.
  • The largest iShares Russell 2000 ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.52B sold.

Based on aggregated 13F filings for Q1 2022.