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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
PS
926
Planned Solutions
California
$1.39M +$2.24K +11 +0.2%
LK
927
Lumbard & Kellner
New Hampshire
$1.38M
NPIC
928
Neumeier Poma Investment Counsel
California
$1.38M -$11.1M -54,200 -89%
HHGC
929
Hunting Hill Global Capital
New York
$1.37M +$67.9K +333 +5%
EL
930
EQ LLC
Washington
$1.37M -$11.4K -56 -0.8%
SRC
931
Sage Rhino Capital
California
$1.37M
AAM
932
Aureus Asset Management
Massachusetts
$1.36M +$304K +1,490 +29%
SIA
933
Stegner Investment Associates
Kentucky
$1.36M -$1.54M -7,564 -53%
EFS
934
Essex Financial Services
Connecticut
$1.36M -$171K -838 -11%
DJSG
935
D.J. St. Germain
Massachusetts
$1.36M +$1.22K +6 +0.1%
PF
936
Phoenix Financial
Israel
$1.35M -$276K -1,353 -17%
AIM
937
AMI Investment Management
Indiana
$1.34M +$372K +1,822 +39%
CT
938
Columbia Trust
Oregon
$1.33M +$878K +4,305 +183%
AC
939
Addison Capital
Pennsylvania
$1.32M +$12.4K +61 +1%
MMG
940
Monetary Management Group
Missouri
$1.32M -$184K -900 -12%
SVWAG
941
Sound View Wealth Advisors Group
Georgia
$1.31M +$45.5K +223 +4%
CC
942
Chicago Capital
Illinois
$1.31M +$408 +2 +0%
National Bank of Canada
943
National Bank of Canada
Quebec, Canada
$1.3M -$536K -2,628 -29%
1IA
944
1834 Investment Advisors
Wisconsin
$1.3M -$16.9K -83 -1%
Fuller & Thaler Asset Management
945
Fuller & Thaler Asset Management
California
$1.3M -$7.49M -36,700 -85%
OR
946
Olympiad Research
Connecticut
$1.3M -$2.1M -10,287 -62%
IMOV
947
Investment Management of Virginia
Virginia
$1.3M -$297K -1,455 -19%
FNB
948
Farmers National Bank
Kentucky
$1.3M -$48.5K -238 -4%
CASB
949
Cape Ann Savings Bank
Massachusetts
$1.29M -$211K -1,036 -14%
VAM
950
Verity Asset Management
North Carolina
$1.29M +$425K +2,083 +50%

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.