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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
AIFAIM
526
American Institute for Advanced Investment Management
Arizona
$4.71M +$50.8K +249 +1%
PCIA
527
Prime Capital Investment Advisors
Kansas
$4.65M
SC
528
Steph & Co
Wisconsin
$4.64M +$155K +762 +3%
WB
529
West Bancorporation
Iowa
$4.64M -$68.3K -335 -1%
SPFA
530
Summit Place Financial Advisors
New Jersey
$4.63M +$438K +2,145 +11%
AWE
531
Avidian Wealth Enterprises
Texas
$4.63M -$1.66M -8,158 -27%
AIM
532
Arcadia Investment Management
Michigan
$4.62M +$605K +2,966 +15%
RG
533
Rathbones Group
United Kingdom
$4.6M -$343K -1,682 -7%
MLA
534
My Legacy Advisors
Oregon
$4.59M +$4.56M +22,363 New
CH
535
Canton Hathaway
Rhode Island
$4.52M +$204K +1,000 +5%
CW
536
CreativeOne Wealth
Kansas
$4.51M +$1.71M +8,380 +62%
FCBT
537
First Citizens Bank & Trust
North Carolina
$4.5M +$465K +2,279 +12%
CL
538
CPWM LLC
Washington
$4.5M +$513K +2,513 +13%
RCAG
539
Rehmann Capital Advisory Group
Michigan
$4.5M -$128K -626 -3%
Bessemer Group
540
Bessemer Group
New Jersey
$4.5M -$12M -58,651 -73%
TWM
541
Titus Wealth Management
California
$4.48M +$320K +1,569 +8%
GC
542
Grimes & Company
Massachusetts
$4.47M -$390K -1,910 -8%
CCFM
543
Clear Creek Financial Management
Washington
$4.47M -$1.26M -6,162 -22%
NFC
544
Northeast Financial Consultants
Connecticut
$4.44M +$5.71K +28 +0.1%
BBHC
545
Brown Brothers Harriman & Co
New York
$4.43M +$1.16M +5,684 +36%
HWMA
546
Heritage Wealth Management (Arizona)
Arizona
$4.43M +$4.4M +21,572 New
GWM
547
Geneos Wealth Management
Colorado
$4.42M -$3.08M -15,082 -41%
CWM
548
C2C Wealth Management
Arizona
$4.41M -$61K -299 -1%
NAM
549
NTV Asset Management
West Virginia
$4.41M -$88.7K -435 -2%
FBA
550
Front Barnett Associates
Illinois
$4.41M +$58.7K +288 +1%

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.