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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
SG
751
StoneX Group
New York
$2.35M +$89.8K +440 +4%
HTC
752
Haverford Trust Company
Pennsylvania
$2.33M -$100K -492 -4%
WCFA
753
Walkner Condon Financial Advisors
Wisconsin
$2.32M +$2.31M +11,303 New
VWA
754
Visionary Wealth Advisors
Illinois
$2.32M -$43K -211 -2%
FFA
755
First Foundation Advisors
California
$2.31M -$1.01M -4,928 -30%
9WM
756
9258 Wealth Management
Ohio
$2.3M +$897K +4,398 +65%
CG
757
Caprock Group
Idaho
$2.28M -$112K -547 -5%
PP
758
Pegasus Partners
Wisconsin
$2.26M -$1.29M -6,347 -37%
BA
759
Ballast Advisors
Minnesota
$2.26M +$184K +903 +9%
BWA
760
Blodgett Wealth Advisors
California
$2.24M -$158K -775 -7%
IDBONY
761
Israel Discount Bank of New York
New York
$2.24M +$184K +901 +9%
OPWM
762
Oakwell Private Wealth Management
Texas
$2.22M -$52.6K -258 -2%
MA
763
MONECO Advisors
Connecticut
$2.21M -$69.4K -340 -3%
CAC
764
Certified Advisory Corp
Florida
$2.21M -$2.45M -11,993 -53%
ABC
765
Associated Banc-Corp
Wisconsin
$2.21M +$816 +4 +0%
PBT
766
Pictet Bank & Trust
Bahamas
$2.2M +$290K +1,420 +15%
FIA
767
Foundations Investment Advisors
Arizona
$2.19M +$172K +841 +8%
PBF
768
Petix & Botte Financial
California
$2.19M +$1.12M +5,480 +105%
NSCM
769
New South Capital Management
Tennessee
$2.19M -$719K -3,526 -25%
PPP
770
Private Portfolio Partners
New Jersey
$2.18M +$602K +2,951 +39%
ST
771
Spinnaker Trust
Maine
$2.17M +$1.63K +8 +0.1%
WIC
772
Whitegate Investment Counselors
New Hampshire
$2.15M -$2.04K -10 -0.1%
LCM
773
Linker Capital Management
Kentucky
$2.15M
Victory Capital Management
774
Victory Capital Management
Texas
$2.13M +$1.71M +8,365 +411%
CWM
775
Cornerstone Wealth Management
Missouri
$2.13M -$75.1K -368 -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.