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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
TRCT
151
Tower Research Capital (TRC)
New York
$29M -$45.1M -220,844 -61%
SCM
152
Shapiro Capital Management
Georgia
$28.9M -$743K -3,640 -3%
JCM
153
Janney Capital Management
Pennsylvania
$28.7M -$835K -4,094 -3%
CA
154
Cetera Advisors
Colorado
$28.6M -$6.17M -30,258 -18%
BB
155
Busey Bank
Illinois
$28.4M -$405K -1,985 -1%
MLFP
156
MPS Loria Financial Planners
Illinois
$28.3M +$1.43M +7,012 +5%
FG
157
Foster Group
Iowa
$28.2M -$3.59M -17,598 -11%
UB
158
UMB Bank
Missouri
$28.1M -$2.71M -13,268 -9%
SG Americas Securities
159
SG Americas Securities
New York
$27.9M -$11.9M -58,468 -30%
WTC
160
WhitTier Trust Company
Nevada
$27.5M -$84.2K -413 -0.3%
GA
161
Geller Advisors
New York
$27.4M +$24.3M +118,901 +829%
RCIM
162
Red Cedar Investment Management
Michigan
$26.5M -$6.44M -31,558 -20%
ANB
163
Amarillo National Bank
Texas
$26M +$3.23M +15,848 +14%
TFO
164
Tarbox Family Office
California
$25.9M -$658K -3,224 -2%
SW
165
SVB Wealth
Massachusetts
$25.9M -$288K -1,413 -1%
HNB
166
Huntington National Bank
Ohio
$25.7M
BMM
167
Berkshire Money Management
Massachusetts
$25.2M -$195K -954 -0.8%
HTC
168
Hershey Trust Company
Pennsylvania
$25M
RCA
169
Rex Capital Advisors
Rhode Island
$24.8M -$60.2K -295 -0.2%
CAN
170
Cetera Advisor Networks
California
$24.1M -$1.06M -5,188 -4%
RWA
171
River Wealth Advisors
Pennsylvania
$23.5M +$3.03M +14,860 +15%
EWM
172
Edge Wealth Management
New York
$23.4M +$724K +3,547 +3%
GC
173
Gilbert & Cook
Iowa
$22.7M +$2.49M +12,189 +12%
CIS
174
Connors Investor Services
Pennsylvania
$22.6M
QGA
175
Q Global Advisors
Texas
$22.6M +$4.09M +20,052 +22%

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.