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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
Cerity Partners
126
Cerity Partners
New York
$40.2M +$11.8M +57,608 +40%
WA
127
WestEnd Advisors
North Carolina
$39.2M -$44.3K -217 Closed
HI
128
HBK Investments
Texas
$38.8M +$38.6M +189,053 New
SGI
129
Swan Global Investments
Colorado
$38.5M +$1.02M +5,000 +3%
GAB
130
German American Bancorp
Indiana
$38M +$134K +659 +0.4%
Two Sigma Investments
131
Two Sigma Investments
New York
$37.4M +$34.8M +170,762 +1,463%
SP
132
Stairway Partners
Illinois
$37M +$718K +3,520 +2%
AHC
133
Anderson Hoagland & Co
Missouri
$36.8M +$7.93M +38,860 +28%
PAI
134
Pittenger & Anderson Inc
Nebraska
$36.7M +$2.67M +13,073 +8%
JIC
135
Johnson Investment Counsel
Ohio
$36.3M -$1.97M -9,674 -5%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$35.9M -$20.9M -102,600 -37%
ACB
137
Aristotle Capital Boston
Massachusetts
$35.8M +$4.05M +19,873 +13%
SYBT
138
Stock Yards Bank & Trust
Kentucky
$35.5M +$827K +4,054 +2%
State Street
139
State Street
Massachusetts
$34.3M -$23M -112,868 -40%
CTB
140
Country Trust Bank
Illinois
$33.5M +$3.08M +15,122 +10%
CANY
141
Caxton Associates (New York)
New York
$32.3M +$27.5M +134,750 +599%
LGWM
142
Litman Gregory Wealth Management
California
$31.5M +$4.01M +19,673 +15%
FBB
143
Fulton Breakefield Broenniman
Maryland
$31.3M +$2.05M +10,025 +7%
CDIA
144
Capital Directions Investment Advisors
Georgia
$30.5M -$110K -539 -0.4%
Kayne Anderson Rudnick Investment Management
145
Kayne Anderson Rudnick Investment Management
California
$30.4M -$31.3M -153,629 -51%
ICG
146
InterOcean Capital Group
Tennessee
$29.9M +$1.18M +5,797 +4%
Neuberger Berman Group
147
Neuberger Berman Group
New York
$29.8M -$5.72M -28,036 -16%
KAS
148
Kestra Advisory Services
Texas
$29.7M -$2.79M -13,682 -9%
PA
149
Parkside Advisors
California
$29.6M +$1.6M +7,843 +6%
SIMM
150
Stillwater Investment Management (Minnesota)
Minnesota
$29.5M +$1.25M +6,124 +4%

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.