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iShares Russell 2000 ETF
IWM

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: 2,034 → 1,937 (-97)

8% less funds holding in top 10

Funds holding in top 10: 226 → 208 (-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

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$860M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$704M
3
AWA
Aaron Wealth Advisors
Illinois
+$701M
4
Citigroup
Citigroup
New York
+$654M
5
Bank of America
Bank of America
North Carolina
+$565M

Top Sellers

Rank Fund Capital Flow
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.52B
2
Wells Fargo
Wells Fargo
California
-$408M
3
CP
Castleview Partners
Texas
-$356M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$260M
5
Goldman Sachs
Goldman Sachs
New York
-$259M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
26
HRT Financial
New York
$473M +$17.5M +85,747 +4%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$445M -$98.1M -481,053 -18%
Ensign Peak Advisors
28
Ensign Peak Advisors
Utah
$444M +$261M +1,281,500 +146%
APF
29
Alaska Permanent Fund
Alaska
$369M +$213M +1,046,055 +139%
Canada Pension Plan Investment Board
30
Canada Pension Plan Investment Board
Ontario, Canada
$354M -$92.2M -452,000 -21%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$307M -$13.4M -65,761 -4%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$300M +$25.3M +124,206 +9%
Truist Financial
33
Truist Financial
North Carolina
$283M +$57.3M +281,117 +26%
SV
34
Starboard Value
New York
$270M -$14.3M -70,000 -5%
Ameriprise
35
Ameriprise
Minnesota
$255M -$8.79M -43,082 -3%
AAS
36
Avantax Advisory Services
Texas
$250M +$19.9M +97,572 +9%
BAM
37
Bayview Asset Management
Florida
$219M +$2.17M +10,660 New
SF
38
Synovus Financial
Georgia
$214M +$12.5M +61,416 +6%
CCA
39
Catalyst Capital Advisors
New York
$214M +$32.3M +158,565 +18%
MRC
40
Millburn Ridgefield Corp
New York
$214M +$32.3M +158,565 +18%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$196M +$83K +407 +0%
ANTB
42
AMG National Trust Bank
Colorado
$193M +$3.68M +18,051 +2%
TF
43
TIAA FSB
Florida
$190M -$2.13M -10,427 -1%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$185M -$5.95M -29,144 -3%
KeyBank National Association
45
KeyBank National Association
Ohio
$184M -$2.61M -12,781 -1%
Osaic Holdings
46
Osaic Holdings
Arizona
$182M -$26.8M -131,168 -13%
AIMCA
47
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$177M -$16.3M -80,000 -8%
Brown Advisory
48
Brown Advisory
Maryland
$176M +$7.11M +34,866 +4%
RJA
49
Raymond James & Associates
Florida
$174M -$26.8M -131,401 -13%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$169M +$12.2M +59,682 +8%
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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.