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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
PWM
901
PRW Wealth Management
Massachusetts
$1.47M +$1.46M +7,153 New
WDL
902
Well Done LLC
Michigan
$1.46M +$33.3K +163 +2%
WP
903
WealthPLAN Partners
Nebraska
$1.45M -$332K -1,627 -17%
PIA
904
Pinion Investment Advisors
Kansas
$1.45M -$82.6K -405 -5%
WIM
905
WealthPlan Investment Management
Nebraska
$1.45M +$1.6M +7,839 New
JA
906
JVL Associates
Michigan
$1.44M
BAMG
907
Brand Asset Management Group
Missouri
$1.44M +$6.53K +32 +0.5%
SI
908
Saxon Interests
Texas
$1.44M +$120K +587 +9%
MW
909
MBL Wealth
North Carolina
$1.44M +$1.43M +6,995 New
CCG
910
Chatham Capital Group
Georgia
$1.44M -$120K -588 -8%
AIM
911
Allen Investment Management
New York
$1.43M
PCM
912
Pointe Capital Management
Michigan
$1.43M +$82.4K +404 +6%
AA
913
Ancora Advisors
Ohio
$1.42M -$34.9K -171 -2%
RWMH
914
Riverpoint Wealth Management Holdings
Illinois
$1.41M +$204K +1,002 +17%
AIM
915
Athena Investment Management
California
$1.41M +$1.41M +6,892 New
GC
916
Garde Capital
Washington
$1.41M +$14.9K +73 +1%
SF
917
Summit Financial
New Jersey
$1.4M -$235K -1,154 -14%
CA
918
Cambridge Advisors
Nebraska
$1.4M +$51.4K +252 +4%
MWM
919
Mission Wealth Management
California
$1.4M +$54.7K +268 +4%
DY
920
Dowling & Yahnke
California
$1.4M +$141K +691 +11%
6F
921
626 Financial
Michigan
$1.39M -$866K -4,245 -39%
WCM
922
Washington Capital Management
Washington
$1.39M -$11.6K -57 -0.8%
MWA
923
Meridian Wealth Advisors
Texas
$1.39M -$223K -1,094 -14%
PIMG
924
Patriot Investment Management Group
Tennessee
$1.39M
OIA
925
Optimum Investment Advisors
Illinois
$1.39M +$13.9K +68 +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.