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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
CG
876
Castellan Group
Kentucky
$1.55M -$594K -2,912 -28%
BMWM
877
Brown Miller Wealth Management
Virginia
$1.55M +$40K +196 +3%
Capstone Investment Advisors
878
Capstone Investment Advisors
New York
$1.54M -$62.3M -305,588 -98%
CCM
879
Channing Capital Management
Illinois
$1.54M -$1.33M -6,500 -46%
OCM
880
Objective Capital Management
Ohio
$1.54M +$174K +855 +13%
MAA
881
Matrix Asset Advisors
New York
$1.54M +$267K +1,311 +21%
GT
882
Greenleaf Trust
Michigan
$1.53M +$310K +1,522 +26%
ACM
883
Absolute Capital Management
Pennsylvania
$1.52M +$1.51M +7,397 +21,756%
Manulife (Manufacturers Life Insurance)
884
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52M -$64.8M -317,718 -98%
HR
885
Howe & Rusling
New York
$1.52M -$346K -1,695 -19%
CWG
886
Cornerstone Wealth Group
North Carolina
$1.52M -$4.49M -22,021 -75%
CCA
887
Childress Capital Advisors
Texas
$1.51M +$101K +497 +7%
P
888
Pitcairn
Pennsylvania
$1.5M +$768K +3,767 +106%
FCMA
889
Foresight Capital Management Advisors
Michigan
$1.5M +$20.4K +100 +1%
ERWM
890
Elk River Wealth Management
Colorado
$1.5M +$517K +2,536 +53%
SCA
891
Stonebridge Capital Advisors
Minnesota
$1.5M +$15.5K +76 +1%
AIMC
892
Alley Investment Management Company
Illinois
$1.5M +$1.49M +7,285 New
FA
893
Fagan Associates
New York
$1.49M -$45.7K -224 -3%
DZ Bank
894
DZ Bank
Germany
$1.49M -$287K -1,405 -16%
HSA
895
HBK Sorce Advisory
Pennsylvania
$1.49M -$137K -674 -8%
AWS
896
AJ Wealth Strategies
New York
$1.49M +$204 +1 +0%
SIG
897
Stonegate Investment Group
Alabama
$1.48M -$31.4K -154 -2%
EWM
898
Empirical Wealth Management
Washington
$1.48M -$211K -1,034 -13%
BTIM
899
BancFirst Trust & Investment Management
Oklahoma
$1.47M +$1.46M +7,175 New
MIA
900
MainStreet Investment Advisors
Illinois
$1.47M -$7.14K -35 -0.5%

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.