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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
AI
101
Accredited Investors
Minnesota
$53.5M -$976K -4,784 -2%
FFBTD
102
First Financial Bank - Trust Division
Ohio
$53.4M +$737K +3,615 +1%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$52.2M +$487K +2,385 +0.9%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$52M +$3.19M +15,619 +7%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$51.8M -$4.94M -24,196 -9%
MA
106
MUFG Americas
New York
$51.4M -$1.19M -5,810 -2%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$51.2M +$12.6M +61,720 +33%
PI
108
Parkside Investments
Illinois
$50.6M +$4.24M +20,763 +9%
MML Investors Services
109
MML Investors Services
Massachusetts
$48.8M +$19.9M +97,642 +70%
FNBT
110
FineMark National Bank & Trust
Florida
$48.5M +$6.18M +30,296 +15%
Comerica Bank
111
Comerica Bank
Texas
$47.9M +$3.81M +18,675 +9%
1SB
112
1ST Source Bank
Indiana
$47.9M -$1.71M -8,384 -3%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$46.8M +$970K +4,755 +2%
SR
114
Swiss Re
Switzerland
$46.1M +$45.8M +224,750 New
MWM
115
Modera Wealth Management
New Jersey
$45M +$23.4M +114,843 +110%
TC
116
Telemus Capital
Michigan
$44.9M +$1.36M +6,687 +3%
LCG
117
Luxor Capital Group
New York
$44.6M -$30.4M -149,178 -41%
WA
118
Watchtower Advisors
Connecticut
$44.6M +$44.3M +217,303 New
AF
119
Alerus Financial
North Dakota
$44.4M +$1.21M +5,920 +3%
RTS
120
Round Table Services
New Jersey
$43.9M -$3.37M -16,523 -7%
PSUF
121
People's United Financial
Connecticut
$43.3M -$10.1M -49,372 -19%
AMH
122
Apollo Management Holdings
New York
$42.5M +$42.2M +207,000 New
PAG
123
Private Advisor Group
New Jersey
$41.7M +$3.9M +19,131 +10%
SRG
124
SBB Research Group
Illinois
$41.6M +$38M +186,300 +1,123%
WI
125
Wintrust Investments
Illinois
$40.5M +$3.93M +19,288 +11%

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.