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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
WI
351
WBI Investments
New Jersey
$8.94M +$8.91M +43,681 New
STA
352
Summit Trail Advisors
New York
$8.92M -$1.15M -5,661 -12%
BAM
353
Belpointe Asset Management
Nevada
$8.82M +$4.33M +21,213 +97%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$8.72M +$1.05M +5,151 +14%
CT
355
Coastline Trust
Rhode Island
$8.69M +$391K +1,915 +5%
SBH
356
Segall Bryant & Hamill
Illinois
$8.56M +$8.5M +41,656 New
DS
357
DRW Securities
Illinois
$8.54M +$8.49M +41,623 New
RSVP
358
Ramsay Stattman Vela & Price
Colorado
$8.53M -$239K -1,170 -3%
LI
359
Latigo Investments
Florida
$8.52M
AIA
360
Avalon Investment & Advisory
Texas
$8.47M +$3.09M +15,147 +58%
OAM
361
Oppenheimer Asset Management
New York
$8.41M +$333K +1,630 +4%
CWP
362
Corepath Wealth Partners
Arizona
$8.4M +$1.01M +4,948 +13%
AA
363
Argent Advisors
Louisiana
$8.4M +$491K +2,407 +6%
CCM
364
Covington Capital Management
California
$8.34M -$200K -980 -2%
CCA
365
Cobblestone Capital Advisors
New York
$8.25M -$1.35M -6,603 -14%
PAM
366
Palisade Asset Management
Minnesota
$8.2M -$2.04K -10 -0%
HCM
367
Howard Capital Management
Georgia
$8.16M +$1.31M +6,422 +19%
BBPWM
368
Blue Bell Private Wealth Management
Pennsylvania
$8.13M -$204K -1,002 -2%
JFG
369
JMG Financial Group
Illinois
$8.09M -$69.4K -340 -0.9%
NL
370
NEPC LLC
Massachusetts
$8.07M
DWM
371
Dakota Wealth Management
Florida
$8.04M -$86.9K -426 -1%
CBT
372
Central Bank & Trust
Kentucky
$8.03M +$578K +2,834 +8%
SEI Investments
373
SEI Investments
Pennsylvania
$7.99M +$604K +2,962 +8%
FCI
374
Financial Counselors Inc
Kansas
$7.97M -$877K -4,298 -10%
LC
375
Lindbrook Capital
California
$7.97M +$456K +2,235 +6%

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.