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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
VNB
826
Virginia National Bank
Virginia
$1.78M +$1.77M +8,690 New
BCM
827
Brookstone Capital Management
Illinois
$1.78M -$399K -1,957 -18%
CPSAC
828
Chas P. Smith & Associates (CPS)
Florida
$1.78M +$37.9K +186 +2%
AWM
829
Activest Wealth Management
Florida
$1.78M +$574K +2,814 +48%
FDCDDQ
830
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.77M +$216K +1,058 +14%
LBC
831
Lowe Brockenbrough & Co
Virginia
$1.76M -$126K -620 -7%
FC
832
FCA Corp
Texas
$1.76M -$59.4K -291 -3%
AA
833
AlphaMark Advisors
Kentucky
$1.75M -$121K -592 -6%
SHJ
834
Sharkey, Howes & Javer
Colorado
$1.75M -$53.2K -261 -3%
Financial Engines Advisors
835
Financial Engines Advisors
California
$1.75M +$1.18M +5,761 +210%
AAIM
836
American Assets Investment Management
California
$1.75M
5L
837
55I LLC
Massachusetts
$1.74M -$297K -1,457 -15%
TWM
838
Tradition Wealth Management
Minnesota
$1.74M +$3.06K +15 +0.2%
ZB
839
Zions Bancorporation
Utah
$1.73M
MCC
840
Money Concepts Capital
Florida
$1.73M +$1.28M +6,276 +294%
AO
841
Advisor OS
Illinois
$1.72M +$3.06K +15 +0.2%
EGA
842
E&G Advisors
Texas
$1.71M -$33.7K -165 -2%
BAM
843
Barrett Asset Management
New York
$1.71M +$309K +1,515 +22%
BFO
844
Boston Family Office
Massachusetts
$1.69M
GWANC
845
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.68M -$459K -2,249 -22%
WCF
846
West Coast Financial
California
$1.68M -$80.8K -396 -5%
GBT
847
Grove Bank & Trust
Florida
$1.68M
Axa
848
Axa
France
$1.67M +$48.1K +236 +3%
CWA
849
Centennial Wealth Advisory
Michigan
$1.67M +$206K +1,010 +14%
AMCA
850
Arthur M. Cohen & Associates
Illinois
$1.67M +$2.45K +12 +0.1%

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.