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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
SMFG
1776
Sumitomo Mitsui Financial Group
Japan
$157K
JWM
1777
Janiczek Wealth Management
Colorado
$154K
BCM
1778
Bourgeon Capital Management
Connecticut
$153K
WAS
1779
Winch Advisory Services
Wisconsin
$152K
RMC
1780
Resources Management Corp
Connecticut
$151K
AFG
1781
Albion Financial Group
Utah
$147K
AWM
1782
Aberdeen Wealth Management
Illinois
$146K
WFA
1783
WestHill Financial Advisors
California
$146K
CFD
1784
Creative Financial Designs
Indiana
$144K +$204 +1 +0.1%
LPWM
1785
Lake Point Wealth Management
Texas
$143K
LPIC
1786
LeJeune Puetz Investment Counsel
Michigan
$143K
HFM
1787
Hartford Financial Management
Connecticut
$143K +$10.4K +51 +8%
MIM
1788
Macroview Investment Management
Maryland
$140K
PP
1789
Pacifica Partners
Canada
$137K +$6.94K +34 +5%
VC
1790
Vestor Capital
Illinois
$137K +$10K +49 +8%
MIM
1791
MTM Investment Management
South Carolina
$135K +$127K +622 +1,829%
SC
1792
Stephens Consulting
Michigan
$135K +$408 +2 +0.3%
GLLW
1793
Graves Light Lenhart Wealth
Virginia
$130K
AWM
1794
Aspire Wealth Management
Massachusetts
$130K +$7.75K +38 +6%
CYG
1795
Clean Yield Group
Vermont
$123K -$25.5K -125 -17%
WWMSC
1796
Wagner Wealth Management (South Carolina)
South Carolina
$120K +$60K +294 +100%
ETI
1797
Enterprise Trust & Investment
California
$119K
GA
1798
GoalVest Advisory
New York
$116K +$115K +565 New
PP
1799
PDS Planning
Ohio
$114K
EPM
1800
Elm Partners Management
Pennsylvania
$112K +$111K +544 New

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.