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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
C
401
Certuity
Florida
$7.26M +$578K +2,833 +9%
NL
402
NWAM LLC
Washington
$7.25M +$2.31M +11,318 +47%
VCA
403
Verdence Capital Advisors
Maryland
$7.16M -$590K -2,894 -8%
EVM
404
Eaton Vance Management
Massachusetts
$7.14M +$256K +1,253 +4%
BPGAM
405
BTG Pactual Global Asset Management
Bermuda
$7.1M +$7.06M +34,591 New
PWM
406
Perigon Wealth Management
California
$7.05M -$7.96K -39 -0.1%
RJT
407
Raymond James Trust
Florida
$7.01M -$565K -2,772 -8%
MIAN
408
Mariner Independent Advisor Network
Kansas
$7.01M +$106K +520 +2%
DBIA
409
Dumont & Blake Investment Advisors
New Jersey
$6.97M +$75.7K +371 +1%
HIIFS
410
Harel Insurance Investments & Financial Services
Israel
$6.97M +$6.31M +30,934 +1,024%
HW
411
Hancock Whitney
Mississippi
$6.96M -$856K -4,198 -11%
BFS
412
Bradley Foster & Sargent
Connecticut
$6.92M +$1.81M +8,878 +36%
BFM
413
Boston Financial Management
Massachusetts
$6.92M -$387K -1,898 -5%
IWM
414
IHT Wealth Management
Illinois
$6.92M +$1.13M +5,531 +20%
AIG
415
American International Group
New York
$6.88M -$6.83M -33,500 -50%
RIA
416
RPG Investment Advisory
California
$6.85M +$456K +2,233 +7%
TGAM
417
TBH Global Asset Management
Tennessee
$6.79M +$6.75M +33,105 New
LAS
418
Lloyd Advisory Services
Georgia
$6.73M +$4.61M +22,594 +221%
CAM
419
Carret Asset Management
New York
$6.73M +$98.5K +483 +1%
PFS
420
Prospera Financial Services
Texas
$6.71M -$2.35M -11,536 -26%
CCFCSB
421
Cape Cod Five Cents Savings Bank
Massachusetts
$6.67M -$140K -685 -2%
FLPIM
422
F.L. Putnam Investment Management
Massachusetts
$6.61M -$928K -4,547 -12%
SFG
423
StrategIQ Financial Group
Indiana
$6.6M +$248K +1,214 +4%
NB
424
NBT Bank
New York
$6.59M +$56.7K +278 +0.9%
WJWM
425
Williams Jones Wealth Management
New York
$6.57M -$114K -557 -2%

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.