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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
CSB
1626
City State Bank
Iowa
$278K
LC
1627
Lincoln Capital
Nebraska
$278K
BB
1628
Berkshire Bank
Massachusetts
$277K -$9.18K -45 -3%
CPA
1629
Capital Planning Advisors
California
$277K
AC
1630
Asio Capital
Kentucky
$276K
FCA
1631
FLC Capital Advisors
California
$276K
SXL
1632
Summit X LLC
Missouri
$275K -$79.6K -390 -22%
LI
1633
LMCG Investments
Massachusetts
$274K +$273K +1,336 New
IFA
1634
Interactive Financial Advisors
Illinois
$273K -$21.4K -105 -7%
HCM
1635
Horrell Capital Management
Arkansas
$273K
CB
1636
CNB Bank
Pennsylvania
$272K
RWA
1637
Redhawk Wealth Advisors
Minnesota
$271K -$92.4K -453 -26%
CBOR
1638
Community Bank of Raymore
Missouri
$269K
PP
1639
PrairieView Partners
Minnesota
$269K +$204 +1 +0.1%
LCM
1640
LVM Capital Management
Michigan
$269K +$267K +1,310 New
ClearBridge Investments
1641
ClearBridge Investments
New York
$268K -$42K -206 -14%
HKIM
1642
Hayek Kallen Investment Management
Alabama
$268K
SC
1643
Skylands Capital
Wisconsin
$268K
CLOS
1644
Compagnie Lombard Odier SCmA
Switzerland
$267K -$2.04K -10 -0.8%
DHGWA
1645
Dixon Hughes Goodman Wealth Advisors
North Carolina
$266K +$20.4K +100 +8%
NEPPG
1646
New England Professional Planning Group
Rhode Island
$266K +$20.6K +101 +9%
KFGK
1647
Keystone Financial Group (Kentucky)
Kentucky
$265K -$78.1K -383 -23%
WGCA
1648
Wolf Group Capital Advisors
Virginia
$262K -$547K -2,682 -68%
IPW
1649
Inlet Private Wealth
Florida
$262K
ZIG
1650
Zuckerman Investment Group
Illinois
$262K

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.