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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
BFA
1676
Beaumont Financial Advisors
Massachusetts
$246K +$245K +1,200 New
KOC
1677
Koss-Olinger Consulting
Florida
$245K -$159K -781 -40%
FMTCOCP
1678
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$245K +$31K +152 +15%
EHC
1679
Everett Harris & Co
California
$245K +$243K +1,192 New
CIP
1680
Capital Insight Partners
Arizona
$244K -$13.9K -68 -5%
VHAM
1681
Van Hulzen Asset Management
California
$240K -$20.4K -100 -8%
DA
1682
Doliver Advisors
Texas
$239K +$238K +1,165 New
CWM
1683
Cahill Wealth Management
Michigan
$239K +$238K +1,166 New
EARNEST Partners
1684
EARNEST Partners
Georgia
$238K -$4.09M -20,035 -95%
DBRC
1685
D.B. Root & Company
Pennsylvania
$237K +$27.5K +135 +13%
VWM
1686
Vigilare Wealth Management
Arizona
$236K -$603K -2,958 -72%
BFS
1687
Beacon Financial Strategies
North Carolina
$235K +$40.8K +200 +21%
BWM
1688
BCS Wealth Management
Tennessee
$233K +$232K +1,135 New
FNWM
1689
Financial Network Wealth Management
Utah
$232K +$230K +1,129 New
MCA
1690
MSH Capital Advisors
Arizona
$230K +$7.55K +37 +3%
BG
1691
Bollard Group
Massachusetts
$230K +$408 +2 +0.2%
ICP
1692
Interchange Capital Partners
Pennsylvania
$230K +$20.6K +101 +10%
ECM
1693
Exchange Capital Management
Michigan
$229K
1WA
1694
180 Wealth Advisors
Washington
$229K +$2.04K +10 +0.9%
GFPC
1695
Global Financial Private Client
Florida
$228K +$84.5K +414 +60%
RDWM
1696
Red Door Wealth Management
Tennessee
$228K -$420K -2,058 -65%
HWM
1697
Hohimer Wealth Management
Washington
$228K -$6.32K -31 -3%
CWM
1698
Cabot Wealth Management
Massachusetts
$228K
BAM
1699
Bruderman Asset Management
New York
$227K -$665K -3,258 -75%
LWP
1700
Legacy Wealth Planning
Nevada
$227K +$15.3K +75 +7%

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.