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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
RFA
676
Resurgent Financial Advisors
Georgia
$3M -$1.38M -6,758 -32%
ETIA
677
Epic Trust Investment Advisors
Washington
$2.99M -$369K -1,808 -11%
C
678
CEDRUS
Colorado
$2.98M -$604K -2,960 -17%
CI Investments Inc
679
CI Investments Inc
Ontario, Canada
$2.97M -$218M -1,069,916 -99%
HIP
680
HUB Investment Partners
Texas
$2.96M -$2.53M -12,393 -46%
Fiera Capital (Canada)
681
Fiera Capital (Canada)
Quebec, Canada
$2.95M -$97.1K -476 -3%
KPWS
682
Kestra Private Wealth Services
Texas
$2.95M -$48.3K -237 -2%
LWANC
683
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.94M -$75.1K -368 -3%
DIP
684
DT Investment Partners
Pennsylvania
$2.94M +$1.04M +5,078 +55%
OHWP
685
Oak Harbor Wealth Partners
North Carolina
$2.93M +$867K +4,249 +42%
HCM
686
Hengehold Capital Management
Ohio
$2.92M -$19.3M -94,654 -87%
EDRH
687
Edmond de Rothschild Holding
Switzerland
$2.92M +$1.16M +5,682 +67%
MCM
688
MV Capital Management
Maryland
$2.91M +$1.82M +8,898 +169%
MCM
689
Maryland Capital Management
Maryland
$2.9M -$53.9K -264 -2%
WP
690
WealthSource Partners
California
$2.9M +$1.71M +8,405 +147%
PWPS
691
Pinnacle Wealth Planning Services
Ohio
$2.88M +$619K +3,034 +28%
VCM
692
Verger Capital Management
North Carolina
$2.87M +$5.51K +27 +0.2%
FPS
693
Fieldpoint Private Securities
Connecticut
$2.87M +$495K +2,425 +21%
QCG
694
Quadrant Capital Group
Ohio
$2.85M -$2.04K -10 -0.1%
AWM
695
Angeles Wealth Management
California
$2.84M +$2.83M +13,849 New
GWCM
696
Godshalk Welsh Capital Management
Pennsylvania
$2.83M +$5.1K +25 +0.2%
GW
697
GW & Wade
Massachusetts
$2.83M +$33K +162 +1%
SFG
698
Summit Financial Group
West Virginia
$2.83M +$134K +656 +5%
FCM
699
Firestone Capital Management
Florida
$2.81M +$1.22K +6 +0%
CWA
700
Capital Wealth Alliance
Arizona
$2.8M -$7.34K -36 -0.3%

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.