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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
IFAM
251
Institutional & Family Asset Management
Colorado
$14.1M +$693K +3,395 +5%
WSTAM
252
Wilbanks Smith & Thomas Asset Management
Virginia
$14.1M -$90.8K -445 -0.6%
BCM
253
BTC Capital Management
Iowa
$14.1M -$80.6K -395 -0.6%
SI
254
SimpliFi Inc
California
$14M +$435K +2,132 +3%
AFS
255
Amtrust Financial Services
New York
$13.8M
MIH
256
Meitav Investment House
Israel
$13.7M -$1.14M -5,613 -8%
JFGIW
257
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.7M -$583K -2,857 -4%
ATFA
258
All Terrain Financial Advisors
Minnesota
$13.6M +$257K +1,259 +2%
FCFC
259
First Commonwealth Financial Corp
Pennsylvania
$13.4M +$263K +1,287 +2%
SB
260
Simmons Bank
Arkansas
$13.3M +$6.94M +34,018 +110%
BFP
261
Brewster Financial Planning
New York
$13.3M +$78.5K +385 +0.6%
MSA
262
Mason Street Advisors
Wisconsin
$13.3M
ST
263
Sageworth Trust
Pennsylvania
$13.3M +$5.17M +25,358 +65%
MA
264
MCF Advisors
Kentucky
$13.3M +$13.2M +64,615 New
Calamos Advisors
265
Calamos Advisors
Illinois
$13.2M +$13.1M +64,420 New
SIC
266
Sigma Investment Counselors
Michigan
$13.1M -$65.3K -320 -0.5%
BF
267
BOK Financial
Oklahoma
$13.1M -$144K -708 -1%
PAS
268
Park Avenue Securities
New York
$13M -$4.52M -22,166 -26%
RFA
269
RTD Financial Advisors
Pennsylvania
$13M +$455K +2,231 +4%
KHCM
270
Kettle Hill Capital Management
New York
$13M +$12.9M +63,220 New
PG
271
Proffitt & Goodson
Tennessee
$13M -$6.75M -33,114 -34%
VVP
272
Venture Visionary Partners
Ohio
$12.9M -$3.69M -18,075 -22%
BAG
273
Briggs Advisory Group
Rhode Island
$12.9M -$150K -734 -1%
LWMT
274
Legacy Wealth Management (Tennessee)
Tennessee
$12.7M -$62.2K -305 -0.5%
SWPG
275
Strategic Wealth Partners Group
Illinois
$12.7M -$85.5K -419 -0.7%

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.