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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
VT
626
Vise Technologies
New York
$3.56M -$10.1M -49,614 -74%
CW
627
Connectus Wealth
Ohio
$3.55M +$3.26M +15,963 New
OPCM
628
Osborne Partners Capital Management
California
$3.54M +$574K +2,813 +20%
MWP
629
MYCIO Wealth Partners
Pennsylvania
$3.52M -$410K -2,008 -10%
HIS
630
Harvest Investment Services
Illinois
$3.5M -$119K -581 -3%
DIG
631
DeepCurrents Investment Group
New York
$3.49M +$3.47M +17,000 New
MUAMU
632
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.49M
AFM
633
Abbot Financial Management
Massachusetts
$3.48M -$19K -93 -0.5%
CAM
634
Cozad Asset Management
Illinois
$3.47M -$24.5K -120 -0.7%
ACM
635
Atlanta Capital Management
Georgia
$3.47M -$15.8M -77,614 -82%
LC
636
Lavaca Capital
Texas
$3.45M +$1.45M +7,100 +73%
FPTW
637
Franklin, Parlapiano, Turner & Welch
Texas
$3.45M -$81.6K -400 -2%
NHC
638
Nicholas Hoffman & Company
Georgia
$3.38M -$6.73K -33 -0.2%
BWM
639
BT Wealth Management
Georgia
$3.36M +$20K +98 +0.6%
CCA
640
Column Capital Advisors
Indiana
$3.35M
MWM
641
Merriman Wealth Management
Washington
$3.33M -$157K -768 -5%
EVM
642
Evelyn V. Moreno
$3.33M
RIA
643
Regal Investment Advisors
Michigan
$3.33M +$28.6K +140 +0.9%
SCM
644
Stevens Capital Management
Pennsylvania
$3.33M +$3.3M +16,200 New
FWM
645
Frontier Wealth Management
Missouri
$3.3M -$57.7K -283 -2%
OCG
646
Opus Capital Group
Ohio
$3.29M +$299K +1,464 +10%
KP
647
Keel Point
Alabama
$3.28M +$2.85M +13,992 +711%
FSWA
648
Financial Synergies Wealth Advisors
Texas
$3.22M -$59.4K -291 -2%
RC
649
RegentAtlantic Capital
New Jersey
$3.22M -$314K -1,540 -9%
AP
650
Adero Partners
California
$3.21M -$746K -3,658 -19%

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.