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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
BFG
701
Bouchey Financial Group
New York
$2.8M -$18.8K -92 -0.7%
EWM
702
Evermay Wealth Management
Virginia
$2.77M -$326K -1,600 -11%
CA
703
Continuum Advisory
Idaho
$2.73M +$18.6K +91 +0.6%
BHIA
704
Birch Hill Investment Advisors
Massachusetts
$2.73M -$568K -2,784 -17%
NB
705
Nicolet Bankshares
Wisconsin
$2.72M +$594K +2,913 +28%
CFA
706
Camarda Financial Advisors
Florida
$2.7M +$2.69M +13,167 New
IFG
707
Independent Financial Group
California
$2.7M +$354K +1,733 +15%
BFEC
708
Benjamin F. Edwards & Company
Missouri
$2.7M +$96.9K +475 +4%
SC
709
Sepio Capital
Utah
$2.7M -$211K -1,035 -7%
DTC
710
Davidson Trust Company
Washington
$2.69M -$26.7K -131 -1%
ATWA
711
Arbor Trust Wealth Advisors
Michigan
$2.68M +$1.63K +8 +0.1%
SWA
712
Stratos Wealth Advisors
Ohio
$2.68M +$571K +2,800 +27%
MFC
713
Mechanics Financial Corp
Ohio
$2.68M +$4.28K +21 +0.2%
FRM
714
Fox Run Management
Connecticut
$2.68M -$4.28M -20,986 -62%
NEAM
715
New England Asset Management
Connecticut
$2.66M +$61.2K +300 +2%
EIA
716
Eldridge Investment Advisors
New Hampshire
$2.65M -$6.12K -30 -0.2%
SSB
717
Sandy Spring Bank
Maryland
$2.65M +$4.49K +22 +0.2%
Russell Investments Group
718
Russell Investments Group
United Kingdom
$2.65M +$55.7K +273 +2%
SFA
719
Seneca Financial Advisors
New York
$2.64M -$7.75K -38 -0.3%
CI
720
Cavalier Investments
Georgia
$2.62M +$1.11M +5,447 +75%
NP
721
NorthRock Partners
Minnesota
$2.62M +$1.96M +9,624 +309%
3C
722
325 Capital
New York
$2.6M
RWM
723
RKL Wealth Management
Pennsylvania
$2.6M +$797K +3,906 +45%
WPW
724
Waldron Private Wealth
Pennsylvania
$2.58M -$1.43K -7 -0.1%
MPPLM
725
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.57M -$237K -1,163 -9%

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.