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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
APG
651
Abacus Planning Group
South Carolina
$3.21M -$164K -803 -5%
BRWA
652
B. Riley Wealth Advisors
Florida
$3.19M -$174K -852 -5%
LIA
653
LSP Investment Advisors
New York
$3.18M
VCM
654
Vision Capital Management
Oregon
$3.17M
SHWM
655
Smith & Howard Wealth Management
Georgia
$3.17M +$296K +1,452 +10%
VI
656
Vestcor Inc
New Brunswick, Canada
$3.14M -$867K -4,250 -22%
SIC
657
Salem Investment Counselors
North Carolina
$3.14M -$169K -829 -5%
OMC
658
Old Mission Capital
Illinois
$3.13M -$17.2M -84,397 -85%
LIA
659
LS Investment Advisors
Michigan
$3.13M +$38.8K +190 +1%
WCM
660
WealthBridge Capital Management
Ohio
$3.1M -$816 -4 -0%
BWA
661
Beam Wealth Advisors
Louisiana
$3.1M +$145K +709 +5%
BIAS
662
Beacon Investment Advisory Services
New Jersey
$3.1M -$92.6K -454 -3%
FIM
663
Fernwood Investment Management
Massachusetts
$3.09M -$79.6K -390 -3%
FMWA
664
Forvis Mazars Wealth Advisors
Missouri
$3.09M -$113K -553 -4%
CAGAS
665
Capital Advisory Group Advisory Services
Minnesota
$3.08M -$399K -1,957 -12%
B
666
Bailard
California
$3.08M -$219K -1,072 -7%
GLA
667
Good Life Advisors
Pennsylvania
$3.07M -$434K -2,130 -12%
CA
668
Capital Advantage
California
$3.06M
CGA
669
Crescent Grove Advisors
Illinois
$3.06M -$1.43M -7,024 -32%
IF
670
Intrua Financial
Texas
$3.06M +$201K +983 +7%
HCA
671
Harbour Capital Advisors
Virginia
$3.05M -$24.5K -120 -0.8%
OPS
672
Orion Portfolio Solutions
Nebraska
$3.05M +$76.5K +375 +3%
LNWWM
673
Laird Norton Wetherby Wealth Management
California
$3.02M -$137K -673 -4%
XS
674
XR Securities
Illinois
$3.02M +$3M +14,694 New
MC
675
Mathes Company
New York
$3.01M -$444K -2,175 -13%

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.