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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
PPFA
601
Provida Pension Fund Administrator
Chile
$3.83M -$68.4M -335,142 -95%
KLC
602
Kent Lake Capital
Nevada
$3.82M +$3.79M +18,589 New
MAM
603
Madison Asset Management
Wisconsin
$3.76M -$37.3K -183 -1%
SCM
604
SOL Capital Management
Maryland
$3.75M -$536K -2,630 -13%
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$3.74M -$4.6M -22,545 -55%
PWP
606
Personal Wealth Partners
Minnesota
$3.72M -$40.6K -199 -1%
IBOK
607
Independence Bank of Kentucky
Kentucky
$3.71M +$371K +1,821 +11%
FWM
608
FFT Wealth Management
Pennsylvania
$3.7M -$4.95M -24,268 -57%
AIM
609
Acropolis Investment Management
Missouri
$3.69M -$21.8K -107 -0.6%
FCH
610
Freestone Capital Holdings
Washington
$3.69M -$163K -800 -4%
WAP
611
Wealthcare Advisory Partners
Pennsylvania
$3.67M -$348K -1,708 -9%
HWIS
612
Hancock Whitney Investment Services
Louisiana
$3.66M -$3.82M -18,732 -51%
BFPW
613
BOK Financial Private Wealth
Colorado
$3.65M
LF
614
LifeSteps Financial
California
$3.65M -$152K -744 -4%
SC
615
Siena Capital
Ohio
$3.65M +$108K +531 +3%
CAG
616
Csenge Advisory Group
Florida
$3.64M -$858K -4,206 -19%
BCWM
617
Bartlett & Co Wealth Management
Ohio
$3.64M -$43.7K -214 -1%
BC
618
Bartlett & Co
Ohio
$3.64M -$43.7K -214 -1%
BAM
619
Bosun Asset Management
Illinois
$3.63M +$126K +620 +4%
American Century Companies
620
American Century Companies
Missouri
$3.61M -$1,000K -4,900 -22%
PAM
621
Peak Asset Management
Colorado
$3.6M -$14.3K -70 -0.4%
CWM
622
Chesapeake Wealth Management
Virginia
$3.58M -$59.4K -291 -2%
TWP
623
TFO Wealth Partners
Ohio
$3.58M -$122K -600 -3%
HCC
624
Hirtle Callaghan & Co
Pennsylvania
$3.57M +$214K +1,047 +6%
MFA
625
Mayflower Financial Advisors
Massachusetts
$3.56M -$29.6K -145 -0.8%

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.