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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
KFS
1901
Kelly Financial Services
Massachusetts
$13.5K
HFS
1902
Hantz Financial Services
Michigan
$13K -$129K -631 -91%
PWC
1903
PYA Waltman Capital
Tennessee
$13K
PA
1904
PSI Advisors
Florida
$11K -$2.04K -10 -16%
C
1905
Covestor
United Kingdom
$11K +$8.77K +43 +358%
GWMI
1906
Guardian Wealth Management (Illinois)
Illinois
$10K
UIA
1907
Ulland Investment Advisors
Minnesota
$10K
FWA
1908
FSC Wealth Advisors
New York
$10K +$6.94K +34 +213%
EBA
1909
Eagle Bay Advisors
New York
$9K -$6.53K -32 -43%
ACK
1910
Andrew C. Karlinski
$9K
FRA
1911
Front Row Advisors
California
$9K
CP
1912
Corbenic Partners
Pennsylvania
$8K
CWM
1913
Curi Wealth Management
North Carolina
$8K
WOC
1914
West Oak Capital
California
$7K
TCM
1915
Tradewinds Capital Management
Washington
$6K
RAM
1916
Riggs Asset Management
Pennsylvania
$5K -$4.86M -23,825 -100%
VRM
1917
Vectors Research Management
New York
$5K
PFA
1918
Professional Financial Advisors
Nebraska
$5K +$4.9K +24 New
CA
1919
Centerpoint Advisors
Massachusetts
$4K
PWMG
1920
Prestige Wealth Management Group
New Jersey
$4K
MSFP
1921
Mark Sheptoff Financial Planning
Connecticut
$3K
MAM
1922
McCarthy Asset Management
California
$3K
TC
1923
Trust Company
Kansas
$3K
OLVIG
1924
Oliver Lagore Vanvalin Investment Group
Michigan
$3K +$3.26K +16 New
NC
1925
NewSquare Capital
Pennsylvania
$3K +$3.47K +17 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.