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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
SWM
1851
Selective Wealth Management
Virginia
$44K +$43.5K +213 New
RFWA
1852
RPg Family Wealth Advisory
Massachusetts
$43.5K
BWL
1853
Bogart Wealth LLC
Virginia
$42K
CAL
1854
Capital Analysts LLC
Pennsylvania
$42K
HI
1855
Hudock Inc
Pennsylvania
$40K
SFA
1856
Semmax Financial Advisors
North Carolina
$39K
GI
1857
GS Investments
Minnesota
$39K +$4.69K +23 +13%
GI
1858
Gradient Investments
Minnesota
$38K -$1.63K -8 -4%
S
1859
Surevest
California
$36K -$36.7K -180 -51%
AWM
1860
Accel Wealth Management
Iowa
$35K
GWSG
1861
GPS Wealth Strategies Group
Colorado
$35K +$3.47K +17 +11%
NWM
1862
Nauset Wealth Management
Connecticut
$35K +$34.7K +170 New
DAC
1863
Dividend Assets Capital
South Carolina
$34K
BDS
1864
Banco de Sabadell
Florida
$34K +$33.5K +164 New
PFSC
1865
Peoples Financial Services Corp
Pennsylvania
$34K +$34.1K +167 New
LWA
1866
Lowe Wealth Advisors
Maryland
$32K -$117K -575 -78%
SIA
1867
SkyView Investment Advisors
New Jersey
$32K -$104K -511 -77%
NF
1868
Norwood Financial
Pennsylvania
$31K
VAM
1869
Vienna Asset Management
California
$31K +$30.8K +151 New
CAM
1870
Costello Asset Management
Pennsylvania
$30K -$12.2K -60 -29%
FWM
1871
Focused Wealth Management
New York
$27K
EAM
1872
Eukles Asset Management
Ohio
$27K +$9.79K +48 +56%
IF
1873
Integrity Financial
Wyoming
$26K -$22.8K -112 -46%
AAMA
1874
Advanced Asset Management Advisors
Ohio
$26K
KSWA
1875
Kathleen S. Wright Associates
Pennsylvania
$26K +$204 +1 +0.8%

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.