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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
AWM
1801
AllSquare Wealth Management
New York
$111K
FA
1802
Faithward Advisors
Pennsylvania
$110K
EWM
1803
Endurance Wealth Management
Rhode Island
$108K -$53.6K -263 -33%
WC
1804
Westwind Capital
New Mexico
$103K
FPFS
1805
First Personal Financial Services
North Carolina
$101K -$30.6K -150 -23%
AF
1806
Arrow Financial
New York
$100K +$80.2K +393 +409%
CICI
1807
Capital Investment Counsel Inc
North Carolina
$99K +$98.3K +482 New
CIR
1808
Clear Investment Research
Georgia
$96K -$86.5K -424 -48%
FF
1809
FourThought Financial
Florida
$96K +$32.4K +159 +51%
SIAP
1810
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$95K -$12.2K -60 -12%
CAL
1811
Capital Advisors Ltd
Ohio
$94K
SC
1812
Sawyer & Company
Massachusetts
$93K
LWP
1813
Lumature Wealth Partners
Georgia
$90K -$3.47K -17 -4%
ME
1814
McIlrath & Eck
Washington
$89K -$3.47K -17 -4%
ED
1815
Exane Derivatives
France
$87.2K -$247K -1,211 -74%
DSC
1816
Duncker Streett & Co
Missouri
$87K -$41.6K -204 -32%
NOI
1817
Newton One Investments
Delaware
$87K
AIP
1818
Ahrens Investment Partners
Louisiana
$84K
PCFFS
1819
Pacific Center for Financial Services
California
$84K
RCM
1820
Rain Capital Management
Oregon
$83K +$204 +1 +0.2%
HBW
1821
Hazlett, Burt & Watson
West Virginia
$72K +$71.6K +351 New
EWM
1822
EPG Wealth Management
Georgia
$71K -$42.8K -210 -38%
WFA
1823
West Financial Advisors
Iowa
$70K
AW
1824
Avion Wealth
Texas
$69K
FPB
1825
First PREMIER Bank
South Dakota
$69K

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.