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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
KHLMVGHM
951
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.29M
DC
952
Davenport & Co
Virginia
$1.28M -$2.24K -11 -0.2%
FBFS
953
First Business Financial Services
Wisconsin
$1.27M +$357K +1,750 +39%
CCMD
954
Cypress Capital Management (Delaware)
Delaware
$1.27M -$5.1K -25 -0.4%
RWA
955
Ropes Wealth Advisors
Massachusetts
$1.26M -$156K -763 -11%
PWG
956
Private Wealth Group
Florida
$1.25M +$18K +88 +1%
AFA
957
American Financial Advisors
Georgia
$1.25M -$51.4K -252 -4%
PO
958
Private Ocean
California
$1.25M +$204 +1 +0%
AIC
959
Ayalon Insurance Company
Israel
$1.23M -$1.91M -9,359 -61%
IB
960
Intrust Bank
Kansas
$1.23M +$237K +1,160 +24%
LWA
961
Lenox Wealth Advisors
New York
$1.23M
CCM
962
Colorado Capital Management
Colorado
$1.22M
ACS
963
Archford Capital Strategies
Illinois
$1.22M +$15.3K +75 +1%
TFF
964
The Family Firm
Maryland
$1.21M +$27.3K +134 +2%
HWA
965
Heritage Wealth Advisors
Virginia
$1.21M -$94.7M -464,040 -99%
FPCP
966
Fort Point Capital Partners
California
$1.2M -$591K -2,899 -33%
HA
967
HYA Advisors
Missouri
$1.2M +$28.4K +139 +2%
PWP
968
Pursue Wealth Partners
California
$1.2M
GIA
969
Guyasuta Investment Advisors
Pennsylvania
$1.2M -$132K -648 -10%
NPA
970
Nichols & Pratt Advisers
Massachusetts
$1.19M -$320K -1,570 -21%
EIG
971
Ellenbecker Investment Group
Wisconsin
$1.19M +$18K +88 +2%
RRA
972
Round Rock Advisors
Connecticut
$1.19M -$192K -943 -14%
CCG
973
Cypress Capital Group
Florida
$1.19M +$112K +548 +10%
APIM
974
Agate Pass Investment Management
Washington
$1.18M +$95.7K +469 +9%
PFA
975
Pettinga Financial Advisors
Indiana
$1.18M -$3.47K -17 -0.3%

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.