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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
FA
1601
FC Advisory
Pennsylvania
$294K +$204 +1 +0.1%
ANBT
1602
American National Bank & Trust
Texas
$294K +$80.8K +396 +38%
UAS
1603
United Asset Strategies
New York
$294K +$292K +1,431 New
CCG
1604
Coastwise Capital Group
California
$294K +$292K +1,432 New
AIM
1605
Anchor Investment Management
South Carolina
$291K -$93K -456 -24%
BW
1606
Bison Wealth
Georgia
$291K +$146K +717 +102%
WA
1607
Wealth Alliance
New York
$290K -$371K -1,821 -56%
ETS
1608
ESL Trust Services
New York
$289K -$148K -725 -34%
T
1609
TNF
Montana
$289K +$2.65K +13 +0.9%
CA
1610
Cornerstone Advisory
Maryland
$288K -$143K -699 -33%
CIG
1611
Cairn Investment Group
Washington
$287K
WCP
1612
Wick Capital Partners
Pennsylvania
$287K +$286K +1,400 New
CFO
1613
CVA Family Office
Colorado
$286K +$204 +1 +0.1%
OA
1614
Operose Advisors
Wisconsin
$286K +$204 +1 +0.1%
HWA
1615
Heartwood Wealth Advisors
Virginia
$286K +$5.1K +25 +2%
Betterment LLC
1616
Betterment LLC
New York
$286K +$64.3K +315 +29%
USCWA
1617
U.S. Capital Wealth Advisors
Texas
$286K +$65.3K +320 +30%
PGWM
1618
Parisi Gray Wealth Management
New Jersey
$285K -$5.13M -25,134 -95%
FB
1619
First Bancorp
Maine
$285K -$11.2K -55 -4%
M
1620
MOTCO
Texas
$284K +$26.9K +132 +11%
BAAM
1621
Baker Avenue Asset Management
California
$282K -$56.9K -279 -17%
KW
1622
KWB Wealth
California
$281K
SAM
1623
Seelaus Asset Management
New Jersey
$281K
ECG
1624
EPIQ Capital Group
California
$280K +$612 +3 +0.2%
TCOV
1625
Trust Company of Vermont
Vermont
$279K +$47.3K +232 +21%

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.