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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
EAM
576
Eagle Asset Management
Florida
$4.1M -$9.46M -46,383 -70%
CAM
577
Campion Asset Management
Virginia
$4.08M -$56.7K -278 -1%
WB
578
Webster Bank
Connecticut
$4.08M -$274K -1,343 -6%
RWA
579
RGT Wealth Advisors
Texas
$4.07M -$209K -1,026 -5%
SIM
580
Stratos Investment Management
Ohio
$4.07M -$393K -1,929 -9%
IA
581
IFP Advisors
Florida
$4.06M -$3.33M -16,319 -31%
ZCM
582
Ziegler Capital Management
Illinois
$4.06M -$8.57M -42,012 -68%
HFP
583
Holistic Financial Partners
Indiana
$4.05M -$200K -978 -5%
IC
584
IEQ Capital
California
$4.05M +$49.2K +241 +1%
Vontobel Holding
585
Vontobel Holding
Switzerland
$4M -$227K -1,114 -5%
LWM
586
Lyell Wealth Management
California
$3.99M +$178K +872 +5%
SJIM
587
St. Johns Investment Management
Florida
$3.99M -$71K -348 -2%
Lazard Asset Management
588
Lazard Asset Management
New York
$3.96M -$87.7K -430 -2%
BOTW
589
Bank of the West
California
$3.96M +$721K +3,534 +22%
MFG
590
Merit Financial Group
Georgia
$3.95M -$89.6K -439 -2%
HCM
591
Hollencrest Capital Management
California
$3.9M +$9.38K +46 +0.2%
WS
592
Wedbush Securities
California
$3.9M -$351K -1,722 -8%
RCM
593
RB Capital Management
Nevada
$3.88M -$18.4K -90 -0.5%
BCI
594
Brinker Capital Investments
Pennsylvania
$3.87M -$10.7M -52,491 -74%
ACM
595
AUA Capital Management
Pennsylvania
$3.87M +$174K +852 +5%
EWA
596
EP Wealth Advisors
California
$3.87M -$39.2K -192 -1%
TWC
597
TD Waterhouse Canada
Ontario, Canada
$3.85M +$1.1M +5,416 +47%
CWC
598
Carolinas Wealth Consulting
North Carolina
$3.85M +$32.2K +158 +0.8%
CIC
599
Carnegie Investment Counsel
Ohio
$3.85M +$210K +1,028 +6%
SFG
600
Sunburst Financial Group
Alabama
$3.84M -$816 -4 -0%

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.