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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
CCT
551
Chemung Canal Trust
New York
$4.41M -$317K -1,555 -7%
GF
552
Gries Financial
Ohio
$4.38M +$39.6K +194 +0.9%
Renaissance Technologies
553
Renaissance Technologies
New York
$4.37M +$4.34M +21,300 New
CFB
554
Cullen/Frost Bankers
Texas
$4.35M +$87.1K +427 +2%
SC
555
Schoolcraft Capital
Colorado
$4.33M -$31.4K -154 -0.7%
BRM
556
Boston Research & Management
Massachusetts
$4.32M
BTW
557
Boston Trust Walden
Massachusetts
$4.3M -$116K -569 -3%
APW
558
Austin Private Wealth
Texas
$4.29M +$4.04M +19,794 +1,780%
FMTC
559
Farmers & Merchants Trust Company
California
$4.29M +$236K +1,155 +6%
BWM
560
BigSur Wealth Management
Florida
$4.28M
MHS
561
M Holdings Securities
Oregon
$4.26M +$4.23M +20,745 New
PMA
562
Prudent Man Advisors
Illinois
$4.26M +$25.7K +126 +0.6%
CWM
563
Cranbrook Wealth Management
Michigan
$4.25M -$30.8K -151 -0.7%
ASN
564
Advisory Services Network
Georgia
$4.24M -$3.11M -15,228 -42%
SSWM
565
Sheets Smith Wealth Management
North Carolina
$4.24M -$55.5K -272 -1%
SC
566
Scotia Capital
Ontario, Canada
$4.23M -$1.77M -8,667 -30%
CA
567
Claro Advisors
Massachusetts
$4.2M
HPC
568
HM Payson & Co
Maine
$4.19M +$76.3K +374 +2%
CGH
569
CMG Global Holdings
Texas
$4.18M -$102K -501 -2%
FA
570
Financial Advisors
Massachusetts
$4.17M -$1.84K -9 -0%
QT
571
Quantbot Technologies
New York
$4.15M +$3.32M +16,275 +415%
EIP
572
Easterly Investment Partners
Massachusetts
$4.14M +$4.12M +20,175 New
ATC
573
Argent Trust Co
Tennessee
$4.13M +$240K +1,175 +6%
HIMC
574
Heritage Investors Management Corp
Maryland
$4.12M +$1.43K +7 +0%
LSAG
575
Lake Street Advisors Group
New Hampshire
$4.11M -$1.37M -6,705 -25%

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.