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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
APW
1726
Atlantic Private Wealth
North Carolina
$212K
IIA
1727
IPG Investment Advisors
California
$211K -$1.18M -5,773 -85%
JFA
1728
JNBA Financial Advisors
Minnesota
$211K
TSWM
1729
Tyler-Stone Wealth Management
Ohio
$210K +$9.18K +45 +5%
FTA
1730
Financial & Tax Architects
Missouri
$209K
EW
1731
Element Wealth
Mississippi
$209K -$21.2K -104 -9%
SGK
1732
Steigerwald Gordon & Koch
Virginia
$208K -$13.1K -64 -6%
QTM
1733
qPULA Trading Management
New York
$208K +$206K +1,012 New
CCA
1734
Cottonwood Capital Advisors
Utah
$207K -$13.9K -68 -6%
SEM
1735
Strategic Equity Management
Arizona
$207K +$206K +1,009 New
VCP
1736
Verus Capital Partners
Arizona
$206K +$206K +1,010 New
LWMNY
1737
Landmark Wealth Management (New York)
New York
$206K +$407K +1,996 New
SC
1738
Shay Capital
New York
$205K -$2.14M -10,500 -91%
1W
1739
1776 Wealth
Georgia
$205K
BCM
1740
Buckhead Capital Management
Georgia
$205K
HBT
1741
Hills Bank & Trust
Iowa
$205K
KMWM
1742
Keudell/Morrison Wealth Management
Oregon
$205K
TC
1743
Tenret Company
Florida
$205K
HCM
1744
Hilton Capital Management
New York
$204K
FWI
1745
Facet Wealth Inc
Maryland
$204K +$2.04K +10 +1%
WIA
1746
World Investment Advisors
California
$203K
FUBT
1747
First United Bank & Trust
Maryland
$202K -$97.7K -479 -33%
GHA
1748
GW Henssler & Associates
Georgia
$202K -$13.1K -64 -6%
BIM
1749
Bridges Investment Management
Nebraska
$202K
IAG
1750
Investmark Advisory Group
Connecticut
$202K

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.