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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
RTC
1826
Riverview Trust Company
Washington
$68K -$1.84K -9 -3%
TA
1827
Tectonic Advisors
Texas
$64K -$20.4K -100 -24%
AC
1828
AlphaCore Capital
California
$59K -$9.59K -47 -14%
NC
1829
NinePointTwo Capital
California
$59K
FCB
1830
First Command Bank
Texas
$58K -$83K -407 -59%
FCFS
1831
First Command Financial Services
Texas
$58K -$20.6K -101 -26%
KA
1832
Kozak & Associates
Colorado
$58K
ODG
1833
O'Dell Group
Ohio
$58K
CIM
1834
Contravisory Investment Management
Massachusetts
$58K +$3.26K +16 +6%
OIS
1835
Okabena Investment Services
Minnesota
$56K -$28.4K -139 -34%
MFA
1836
Morling Financial Advisors
California
$56K
FFA
1837
Founders Financial Alliance
North Carolina
$53K
SCA
1838
Sandy Cove Advisors
Massachusetts
$52K
JWBC
1839
John W. Brooker & Co
California
$51K +$204 +1 +0.4%
PAIM
1840
Punch & Associates Investment Management
Minnesota
$50K -$26.5K -130 -35%
VNA
1841
Valley National Advisers
Pennsylvania
$50K
FCA
1842
FinTrust Capital Advisors
South Carolina
$50K +$29.6K +145 +144%
BEI
1843
Benjamin Edwards Inc
Missouri
$49K +$35.7K +175 +282%
FFC
1844
First Financial Corp
Indiana
$48K
WTA
1845
Washington Trust Advisors
Massachusetts
$48K
CCM
1846
Cribstone Capital Management
Maine
$47K -$22.4K -110 -33%
AF
1847
Affiance Financial
Minnesota
$47K
SFC
1848
SYM Financial Corp
Indiana
$47K
DWA
1849
Dougherty Wealth Advisers
Minnesota
$46K
DWMG
1850
DB Wealth Management Group
California
$45K

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.