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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
KBFS
1526
Kohmann Bosshard Financial Services
Ohio
$342K
PK
1527
Pflug Koory
Nebraska
$342K
MG
1528
McCutchen Group
Washington
$342K +$408 +2 +0.1%
MCM
1529
Murphy Capital Management
New Jersey
$342K +$61.2K +300 +22%
CA
1530
Cullinan Associates
Kentucky
$341K
AAMC
1531
Asset Allocation & Management Company
Illinois
$339K +$125K +615 +59%
WFAG
1532
Wescott Financial Advisory Group
Pennsylvania
$339K +$153K +749 +83%
PPW
1533
Pinnacle Private Wealth
Massachusetts
$339K +$336K +1,649 New
AFA
1534
Atlas Financial Advisors
California
$339K +$337K +1,653 New
TFS
1535
Thoroughbred Financial Services
Tennessee
$339K +$337K +1,654 New
PCMC
1536
Private Capital Management (Colorado)
Colorado
$337K +$6.12K +30 +2%
GAM
1537
Gemmer Asset Management
California
$336K +$10.8K +53 +3%
ERIM
1538
Eagle Ridge Investment Management
Connecticut
$335K +$15.3K +75 +5%
MAS
1539
Madden Advisory Services
Florida
$334K -$4.9K -24 -1%
DWM
1540
Darwin Wealth Management
Florida
$334K
RP
1541
Rice Partnership
Hawaii
$332K -$129K -633 -28%
RA
1542
Rise Advisors
New York
$331K +$18.2K +89 +6%
PFP
1543
Paragon Financial Partners
California
$330K +$79.6K +390 +32%
CCMG
1544
Clark Capital Management Group
Pennsylvania
$329K -$139K -682 -30%
MSAGDF
1545
Moneda SA Administradora General de Fondos
Chile
$329K
HWAM
1546
Hennion & Walsh Asset Management
New Jersey
$329K +$65.3K +320 +25%
RIG
1547
Ramiah Investment Group
Wisconsin
$328K -$24.8M -121,452 -99%
EB
1548
Eastern Bank
Massachusetts
$328K -$164K -805 -33%
P
1549
&Partners
Tennessee
$328K
SI
1550
Symmetry Investments
Jersey
$328K +$326K +1,600 New

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.