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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
SAM
1651
SP Asset Management
California
$262K +$408 +2 +0.2%
IAMOG
1652
Investors Asset Management of Georgia
Georgia
$262K +$261K +1,278 New
WMS
1653
Wealth Management Solutions
Pennsylvania
$260K -$120K -588 -32%
SFA
1654
Source Financial Advisors
New York
$258K -$203K -996 -44%
HCA
1655
Horan Capital Advisors
Ohio
$258K
KFC
1656
Klingenstein Fields & Co
New York
$257K
MAG
1657
Mayfair Advisory Group
Alabama
$257K
JWM
1658
JGP Wealth Management
Oregon
$256K -$25.5K -125 -9%
FM
1659
Foster & Motley
Ohio
$254K -$3.67K -18 -1%
SDAM
1660
Shulman DeMeo Asset Management
New York
$254K +$408 +2 +0.2%
LWP
1661
Laurel Wealth Planning
Minnesota
$253K
VFP
1662
Verus Financial Partners
Virginia
$253K +$262K +1,286 New
JWS
1663
Juncture Wealth Strategies
Arizona
$252K -$549K -2,690 -69%
FWM
1664
FSA Wealth Management
Massachusetts
$252K
GGS
1665
Galvin Gaustad & Stein
Arizona
$251K -$85.3K -418 -25%
AOWM
1666
Alpha Omega Wealth Management
Virginia
$251K
SEP
1667
Southland Equity Partners
Missouri
$250K -$23.5K -115 -9%
CAN
1668
Claraphi Advisory Network
United States
$250K -$27.1K -133 -10%
TI
1669
Truepoint Inc
Ohio
$250K -$3.67K -18 -1%
VBWMG
1670
Von Berge Wealth Management Group
California
$250K +$204 +1 +0.1%
FCT
1671
First Community Trust
Iowa
$249K
MHR
1672
Matthew Hamilton Rosenberg
$249K
Polen Capital Management
1673
Polen Capital Management
Florida
$249K +$248K +1,215 New
GIM
1674
Grassi Investment Management
California
$247K +$19.4K +95 +9%
KWP
1675
Keystone Wealth Partners
Arizona
$246K

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.