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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
PFO
326
Pathstone Family Office
New Jersey
$10.1M +$114K +559 +1%
Cetera Investment Advisers
327
Cetera Investment Advisers
Illinois
$10M -$6.65M -32,619 -40%
NPI
328
New Perspectives Inc
Mississippi
$9.96M +$610K +2,990 +7%
FAIM
329
Financial Advocates Investment Management
Washington
$9.94M +$494K +2,422 +5%
GG
330
Gofen & Glossberg
Illinois
$9.9M -$42.2K -207 -0.4%
Credit Agricole
331
Credit Agricole
France
$9.89M +$9.31M +45,650 +1,791%
FA
332
FDx Advisors
Illinois
$9.8M -$6.18M -30,314 -39%
CCWA
333
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.72M +$323K +1,585 +3%
JWCA
334
J.W. Cole Advisors
Florida
$9.68M -$268K -1,315 -3%
FF
335
Fluent Financial
Texas
$9.68M +$1.2M +5,907 +14%
SWP
336
Summit Wealth Partners
Florida
$9.58M +$125K +614 +1%
XF
337
XML Financial
Maryland
$9.57M +$171K +840 +2%
Verition Fund Management
338
Verition Fund Management
Connecticut
$9.53M +$5.24M +25,697 +124%
AIA
339
Arbor Investment Advisors
North Carolina
$9.51M -$54.1K -265 -0.6%
AG
340
Ascent Group
Virginia
$9.46M -$5.27M -25,840 -36%
MCWS
341
McKinley Carter Wealth Services
West Virginia
$9.37M -$1.7M -8,311 -15%
AWS
342
Atria Wealth Solutions
New York
$9.36M +$9.3M +45,573 New
MWP
343
Moller Wealth Partners
$9.26M +$615K +3,015 +7%
LOAMU
344
Lombard Odier Asset Management (USA)
New York
$9.24M +$9.18M +45,000 New
IFO
345
Independent Family Office
New York
$9.23M -$7.96K -39 -0.1%
KWM
346
Keebeck Wealth Management
Illinois
$9.18M +$1.57M +7,697 +21%
CG
347
Colony Group
Massachusetts
$9.14M +$851K +4,174 +10%
CA
348
Cambridge Associates
Massachusetts
$9.14M -$2.05M -10,051 -18%
APA
349
American Portfolios Advisors
New York
$8.99M +$275K +1,348 +3%
EWM
350
Evercore Wealth Management
New York
$8.95M -$340K -1,668 -4%

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.