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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
GC
76
Guggenheim Capital
Illinois
$87.8M +$289K +1,418 +0.3%
IRF
77
IBM Retirement Fund
New York
$87.4M -$7.55M -37,000 -8%
CS
78
Credit Suisse
Switzerland
$85.2M -$84.1M -412,519 -50%
CFG
79
Citizens Financial Group
Rhode Island
$81M +$2.04M +10,022 +3%
GJL
80
Gendell Jeffrey L
$80.5M +$80M +392,229 New
NCM
81
Nantahala Capital Management
Connecticut
$75.5M +$66.4M +325,399 +763%
WT
82
Washington Trust
Rhode Island
$74M +$1.03M +5,047 +1%
HHGA
83
Halbert Hargrove Global Advisors
California
$72M -$886K -4,344 -1%
WT
84
Whittier Trust
California
$71.4M -$114K -561 -0.2%
MCM
85
MAI Capital Management
Ohio
$70.1M +$3.57M +17,477 +5%
MIM
86
MetLife Investment Management
New Jersey
$70.1M +$32.4M +158,770 +87%
AT
87
Arvest Trust
Oklahoma
$67.5M +$1.53M +7,508 +2%
RFC
88
Regions Financial Corp
Alabama
$67M +$274K +1,344 +0.4%
Deutsche Bank
89
Deutsche Bank
Germany
$64.3M -$2.89M -14,158 -4%
SFA
90
Sequoia Financial Advisors
Ohio
$64.3M +$17.4M +85,514 +38%
Squarepoint
91
Squarepoint
New York
$62.3M +$61.9M +303,283 New
William Blair & Company
92
William Blair & Company
Illinois
$60.2M -$729K -3,572 -1%
FWTB
93
First Western Trust Bank
Colorado
$59.8M +$58.8M +288,267 New
MGIA
94
Moneta Group Investment Advisors
Missouri
$59.7M -$1.48M -7,247 -2%
FMI
95
Factory Mutual Insurance
Massachusetts
$58.8M +$25.3M +124,241 +77%
MMEA
96
Main Management ETF Advisors
California
$58.3M +$355K +1,740 +0.6%
MLIC
97
Mandatum Life Insurance Company
Finland
$57.6M +$1.84K +9 +0%
Citadel Advisors
98
Citadel Advisors
Florida
$55.7M -$77.7M -381,060 -58%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$55.5M -$780K -3,825 -1%
AF
100
Advisornet Financial
Minnesota
$54.1M +$798K +3,911 +2%

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.