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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
SFPG
1751
Stonebridge Financial Planning Group
Florida
$201K -$204 -1 -0.1%
BHIC
1752
Bassett Hargrove Investment Counsel
Delaware
$201K
LRPA
1753
L. Roy Papp & Associates
Arizona
$200K
BBA
1754
BLB&B Advisors
Pennsylvania
$200K +$199K +974 New
TFA
1755
Toth Financial Advisory
Virginia
$199K +$25.9K +127 +15%
WWM
1756
Wolff Wiese Magana
California
$195K +$7.34K +36 +4%
Zurich Cantonal Bank
1757
Zurich Cantonal Bank
Switzerland
$189K
First Manhattan
1758
First Manhattan
New York
$189K +$67.5K +331 +56%
DCM
1759
Dupont Capital Management
Delaware
$188K -$6.56M -32,175 -97%
AIA
1760
Armor Investment Advisors
North Carolina
$186K
ADL
1761
Asset Dedication LLC
California
$181K -$67.9K -333 -27%
FAG
1762
Fortitude Advisory Group
Washington
$179K +$23.3K +114 +15%
UCB
1763
United Community Bank
South Carolina
$177K
CNBTD
1764
Citizens National Bank Trust Department
Mississippi
$176K -$20.4K -100 -10%
HCP
1765
Hexagon Capital Partners
Arkansas
$176K +$33.3K +163 +24%
WBC
1766
West Branch Capital
Massachusetts
$175K -$210K -1,029 -55%
ATC
1767
Adirondack Trust Company
New York
$174K -$816 -4 -0.5%
AAP
1768
Arax Advisory Partners
Colorado
$174K +$59.2K +290 +52%
FCG
1769
Financial Connections Group
California
$172K
RBC
1770
Roble Belko & Company
Pennsylvania
$171K
PWM
1771
Provident Wealth Management
Tennessee
$168K -$2.8M -13,732 -94%
T
1772
TCWP
Ohio
$166K +$166K +813 New
BA
1773
Bivin & Associates
Oklahoma
$161K
CIA
1774
Cascade Investment Advisors
Oregon
$161K
VCM
1775
Versant Capital Management
Arizona
$159K

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.