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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
SM
726
Scoggin Management
New York
$2.57M +$2.55M +12,500 New
TW
727
Transform Wealth
Colorado
$2.55M -$4.56M -22,333 -64%
DFA
728
DHK Financial Advisors
New Hampshire
$2.53M +$44.9K +220 +2%
TWP
729
Transparent Wealth Partners
Arkansas
$2.53M +$2.52M +12,335 New
EP
730
Edgestream Partners
New Jersey
$2.53M -$4.45M -21,791 -64%
AIP
731
Almanack Investment Partners
Pennsylvania
$2.52M +$1.49M +7,283 +145%
CCP
732
Corient Capital Partners
California
$2.5M +$122K +600 +5%
BO
733
BRR OpCo
Ohio
$2.48M +$408 +2 +0%
CG
734
Corundum Group
Colorado
$2.48M +$706K +3,461 +40%
TPA
735
Trivium Point Advisory
Connecticut
$2.47M +$411K +2,015 +20%
HF
736
Halpern Financial
Virginia
$2.46M +$2.45M +12,000 New
PFWA
737
Paces Ferry Wealth Advisors
Georgia
$2.44M -$75.9K -372 -3%
ECM
738
Evergreen Capital Management
Washington
$2.44M +$234K +1,149 +11%
LA
739
LVW Advisors
New York
$2.44M +$181K +886 +8%
LIM
740
Leavell Investment Management
Alabama
$2.44M +$21.4K +105 +0.9%
BA
741
Bristlecone Advisors
Washington
$2.43M -$239K -1,172 -9%
HIA
742
Harbor Investment Advisory
Maryland
$2.43M +$100K +491 +4%
IFWM
743
Institute for Wealth Management
Colorado
$2.4M +$577K +2,831 +32%
SC
744
Savant Capital
Illinois
$2.39M +$13.7K +67 +0.6%
T. Rowe Price Associates
745
T. Rowe Price Associates
Maryland
$2.39M -$54.1K -265 -2%
SIAM
746
Sterling Investment Advisors (Missouri)
Missouri
$2.39M +$259K +1,269 +12%
VWM
747
Valley Wealth Managers
New Jersey
$2.38M -$165K -807 -6%
FB
748
Fulton Bank
Pennsylvania
$2.37M +$34.3K +168 +1%
RWP
749
Revolve Wealth Partners
New Jersey
$2.36M -$37.5K -184 -2%
Wealth Enhancement Advisory Services
750
Wealth Enhancement Advisory Services
Minnesota
$2.35M +$457K +2,239 +25%

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.