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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
Belvedere Trading
1951
Belvedere Trading
Illinois
-$14.3M -69,979 Closed
CAC
1952
Core Alternative Capital
Georgia
-$14.4M -64,699 Closed
SAMH
1953
Shanda Asset Management Holdings
British Virgin Islands
-$14.1M -63,500 Closed
PCM
1954
Palisade Capital Management
New Jersey
-$12.9M -57,831 Closed
SFS
1955
Sowell Financial Services
Arkansas
-$11.8M -52,849 Closed
Mirae Asset Global Investments
1956
Mirae Asset Global Investments
South Korea
-$11.6M -51,957 Closed
RCP
1957
Rothschild Capital Partners
New York
-$11.5M -51,592 Closed
HP
1958
Harvey Partners
New York
-$8.9M -40,000 Closed
NFG
1959
Norris Financial Group
South Carolina
-$8.26M -37,121 Closed
VLC
1960
Van Leeuwen & Company
New Jersey
-$8M -35,969 Closed
RP
1961
Reinhart Partners
Wisconsin
-$7.84M -35,250 Closed
GCM
1962
Granby Capital Management
Florida
-$7.79M -35,000 Closed
FTS
1963
Fifth Third Securities
Ohio
-$7.52M -33,793 Closed
BWM
1964
BNC Wealth Management
Oregon
-$6.53M -29,348 Closed
BCM
1965
BlueCrest Capital Management
Jersey
-$5.56M -25,000 Closed
UOC
1966
UBS O'Connor
Illinois
-$5.56M -25,000 Closed
SMG
1967
Spectrum Management Group
Indiana
-$5.5M -24,731 Closed
GAMA
1968
Graticule Asia Macro Advisors
New York
-$5.16M -23,180 Closed
GIP
1969
Granite Investment Partners
California
-$3.95M -17,776 Closed
Capital Fund Management (CFM)
1970
Capital Fund Management (CFM)
France
-$3.35M -16,421 Closed
TCOK
1971
Trust Company of Kansas
Kansas
-$3.49M -15,691 Closed
TSS
1972
Two Sigma Securities
New York
-$3.11M -15,229 Closed
LHWM
1973
Lake Hills Wealth Management
Texas
-$3.31M -14,855 Closed
JSW
1974
Journey Strategic Wealth
New Jersey
-$3.27M -14,698 Closed
GBWM
1975
Granite Bay Wealth Management
New Hampshire
-$3.25M -14,631 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.