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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
DT
276
Diversified Trust
Tennessee
$12.6M -$247K -1,210 -2%
RhumbLine Advisers
277
RhumbLine Advisers
Massachusetts
$12.6M -$788K -3,863 -6%
MAM
278
McLean Asset Management
Virginia
$12.4M +$235K +1,153 +2%
BPC
279
Banque Pictet & Cie
Switzerland
$12.4M -$501K -2,457 -4%
CI
280
Chartist Inc
California
$12.2M -$228K -1,118 -2%
BBNA
281
Bremer Bank National Association
Minnesota
$12.2M +$1.13M +5,556 +10%
DW
282
Domani Wealth
Pennsylvania
$12.2M -$98.9K -485 -0.8%
CM
283
Capula Management
Cayman Islands
$12M -$12.4M -60,639 -51%
PCWA
284
Pacific Capital Wealth Advisors
California
$11.9M +$10.4K +51 +0.1%
State of Wisconsin Investment Board
285
State of Wisconsin Investment Board
Wisconsin
$11.9M -$198M -971,477 -94%
JIR
286
James Investment Research
Ohio
$11.8M -$5.33M -26,113 -31%
BBVA
287
Banco Bilbao Vizcaya Argentaria
Spain
$11.8M +$7.75M +37,973 +203%
TCPWM
288
Traverso Chambers Private Wealth Management
California
$11.8M +$346K +1,695 +3%
NA
289
NewEdge Advisors
Louisiana
$11.8M -$540K -2,647 -4%
ONB
290
Old National Bancorp
Indiana
$11.7M +$166K +816 +1%
CC
291
Courier Capital
New York
$11.6M +$45.1K +221 +0.4%
PA
292
Pinnacle Associates
New York
$11.5M +$8.58M +42,071 +300%
Prudential Financial
293
Prudential Financial
New Jersey
$11.4M -$3.16M -15,508 -22%
First Trust Advisors
294
First Trust Advisors
Illinois
$11.4M +$833K +4,082 +8%
CC
295
Corsicana & Co
Texas
$11.4M -$139K -681 -1%
JRP
296
Jasper Ridge Partners
California
$11.4M
GF
297
Greenfield FTC
Nevada
$11.4M
LNC
298
Lincoln National Corp
Pennsylvania
$11.2M +$472K +2,315 +4%
FT
299
Fiduciary Trust
Massachusetts
$11.2M -$130K -639 -1%
AIP
300
Ameritas Investment Partners
Nebraska
$11.2M -$897K -4,395 -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.