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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
AGAM
301
Audent Global Asset Management
California
$11.1M -$72.4K -355 -0.6%
AL
302
Aspiriant LLC
California
$11.1M -$250K -1,224 -2%
LCM
303
LCM Capital Management
Illinois
$11.1M +$102K +499 +0.9%
BSW
304
Buckingham Strategic Wealth
Missouri
$11.1M -$49.6K -243 -0.4%
CAM
305
Cresset Asset Management
Illinois
$11.1M +$293K +1,437 +3%
SW
306
SteelPeak Wealth
California
$11M +$3.05M +14,961 +39%
CCB
307
Country Club Bank
Missouri
$11M +$10.8M +52,949 New
TCM
308
Twele Capital Management
Minnesota
$10.9M +$124K +609 +1%
SWP
309
Stratos Wealth Partners
Ohio
$10.9M +$2.16M +10,585 +25%
BWP
310
BSW Wealth Partners
Colorado
$10.9M +$351K +1,721 +3%
NWM
311
NEIRG Wealth Management
Massachusetts
$10.8M -$2.18M -10,677 -17%
ST
312
Smithfield Trust
Pennsylvania
$10.8M -$22.6K -111 -0.2%
NMIMC
313
Northwestern Mutual Investment Management Company
Wisconsin
$10.7M +$2.54M +12,475 +31%
FPOC
314
Financial Planners of Cleveland
Ohio
$10.7M +$6.45M +31,604 +153%
GWAM
315
Guardian Wealth Advisors (Minnesota)
Minnesota
$10.7M +$565K +2,770 +6%
TC
316
TAP Consulting
Missouri
$10.7M +$622K +3,048 +6%
VFPI
317
Vantage Financial Partners (Illinois)
Illinois
$10.7M -$76.5K -375 -0.7%
MWM
318
Meridian Wealth Management
Kentucky
$10.7M -$722K -3,537 -6%
SMC
319
Smith, Moore & Co
Missouri
$10.6M +$266K +1,304 +3%
TC
320
Titleist Capital
Texas
$10.5M +$1.7M +8,334 +20%
HI
321
Humankind Investments
New York
$10.4M +$10.4M +50,860 New
Balyasny Asset Management
322
Balyasny Asset Management
Illinois
$10.3M +$5.35M +26,242 +109%
JAM
323
JCIC Asset Management
Ontario, Canada
$10.3M -$164K -805 -2%
RWB
324
RMR Wealth Builders
New Jersey
$10.3M +$12.2K +60 +0.1%
SI
325
Stephens Inc
Arkansas
$10.1M -$279K -1,367 -3%

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.