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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
SCG
1701
Sonata Capital Group
Washington
$226K -$12.2K -60 -5%
SPWM
1702
Straight Path Wealth Management
Michigan
$225K -$2.86K -14 -1%
BST
1703
Bath Savings Trust
Maine
$225K
CWP
1704
CFM Wealth Partners
Texas
$225K +$9.79K +48 +5%
SFP
1705
Shepherd Financial Partners
Massachusetts
$225K +$27.5K +135 +14%
SG
1706
Stonnington Group
California
$224K
SCA
1707
STALEY CAPITAL ADVISERS
Pennsylvania
$224K +$3.06K +15 +1%
RMCM
1708
Reynders McVeigh Capital Management
Massachusetts
$223K -$2.86K -14 -1%
AA
1709
Axiom Advisory
California
$223K +$38.4K +188 +21%
DP
1710
Dearborn Partners
Illinois
$221K +$16.1K +79 +8%
CF
1711
Corrigan Financial
Rhode Island
$219K -$4.08K -20 -2%
CAMG
1712
CWA Asset Management Group
Florida
$218K -$3.26K -16 -1%
KWM
1713
Kolinsky Wealth Management
New Jersey
$217K +$216K +1,058 New
MJRIC
1714
Mogy Joel R Investment Counsel
California
$216K -$694K -3,400 -76%
BAM
1715
Byrne Asset Management
New Jersey
$216K -$33.7K -165 -14%
GM
1716
Granger Management
New York
$216K
TCM
1717
Traynor Capital Management
Pennsylvania
$216K +$3.26K +16 +2%
LHC
1718
Little House Capital
Massachusetts
$215K -$95.3K -467 -31%
CSWG
1719
Cardinal Strategic Wealth Guidance
Kentucky
$215K -$37.9K -186 -15%
PCMF
1720
Private Capital Management (Florida)
Florida
$215K +$214K +1,047 New
WMSA
1721
Weiss Multi-Strategy Advisers
New York
$214K -$7.73M -37,900 -97%
MWM
1722
Maltin Wealth Management
New Jersey
$214K -$7.55K -37 -3%
KWA
1723
Kellett Wealth Advisors
Ohio
$213K -$602K -2,950 -74%
CWS
1724
Cypress Wealth Services
California
$213K -$228K -1,118 -52%
AWC
1725
Adamsbrown Wealth Consultants
Kansas
$213K -$81.4K -399 -28%

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.