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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
1876
Abound Wealth Management
Tennessee
$24.1K
GTAM
1877
Global Trust Asset Management
Florida
$23K
HWA
1878
HHM Wealth Advisors
Tennessee
$23K
PIP
1879
Peachtree Investment Partners
Florida
$23K
TAM
1880
Tucker Asset Management
Colorado
$22.2K +$11.2K +55 +104%
JPLA
1881
Joseph P. Lucia & Associates
New York
$22K +$21.4K +105 New
AW
1882
Alaethes Wealth
Nevada
$21K
BA
1883
Bellwether Advisors
Nebraska
$21K
GWM
1884
Grand Wealth Management
Michigan
$21K
SIS
1885
Sound Income Strategies
Florida
$20K -$768K -3,764 -98%
TFM
1886
TFC Financial Management
Massachusetts
$20K
HWM
1887
HighMark Wealth Management
Minnesota
$19K -$8.37M -41,045 -100%
SPWG
1888
Sage Private Wealth Group
Illinois
$19K -$12K -59 -39%
CP
1889
Covenant Partners
Tennessee
$18K
TFP
1890
Tilia Fiduciary Partners
North Carolina
$18K
ASBI
1891
American State Bank (Iowa)
Iowa
$16K
AFS
1892
Annapolis Financial Services
Maryland
$16K
CAM
1893
Close Asset Management
United Kingdom
$16K
PSB
1894
Piscataqua Savings Bank
New Hampshire
$16K
TCWA
1895
Ten Capital Wealth Advisors
Washington
$16K
HFA
1896
HC Financial Advisors
California
$14K
HC
1897
Hoese & Co
Minnesota
$14K
SA
1898
SRH Advisors
Kansas
$14K
BAM
1899
Bellevue Asset Management
Washington
$14K +$2.45K +12 +21%
1832 Asset Management
1900
1832 Asset Management
Ontario, Canada
$14K +$13.7K +67 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.