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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
UFF
1926
USA Financial Formulas
Michigan
$2K -$429K -2,103 -99%
ARMC
1927
American Research & Management Company
Massachusetts
$2K -$1.84K -9 -45%
HIM
1928
Hillsdale Investment Management
Ontario, Canada
$2K
MW
1929
Milestone Wealth
New York
$2K
ONST
1930
Old North State Trust
North Carolina
$1.24K -$1.23M -6,038 -100%
BL
1931
Balentine LLC
Georgia
$1K -$99.3K -487 -99%
GCS
1932
Gordian Capital (Singapore)
Singapore
$1K
LPP
1933
Life Planning Partners
Florida
$1K
FGAM
1934
Financial Gravity Asset Management
Texas
$964 -$7.14K -35 -8%
SLWS
1935
Swaine & Leidel Wealth Services
Florida
$735 +$150K +735 New
Macquarie Group
1936
Macquarie Group
Australia
$446 -$921K -4,516 -67%
NDSI
1937
Newman Dignan & Sheerar Inc
Rhode Island
$262
Wolverine Trading
1938
Wolverine Trading
Illinois
-$233M -1,141,705 Closed
BRF
1939
B. Riley Financial
California
-$160M -720,000 Closed
Charles Schwab
1940
Charles Schwab
California
-$77.2M -346,953 Closed
CTC (Chicago Trading Company)
1941
CTC (Chicago Trading Company)
Illinois
-$69.9M -314,123 Closed
MSU
1942
Mizuho Securities USA
New York
-$56.1M -252,004 Closed
Marshall Wace
1943
Marshall Wace
United Kingdom
-$45.6M -223,700 Closed
MSR
1944
Main Street Research
Connecticut
-$47.9M -215,323 Closed
PP
1945
Peconic Partners
New York
-$33.4M -150,000 Closed
HT
1946
HAP Trading
New York
-$25.3M -124,248 Closed
VIP
1947
Vantage Investment Partners
Missouri
-$22.9M -102,900 Closed
IMC Chicago
1948
IMC Chicago
Illinois
-$20.5M -91,943 Closed
CM
1949
Churchill Management
California
-$16M -71,972 Closed
ACM
1950
Alight Capital Management
New York
-$15.6M -70,000 Closed

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.