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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
RSWM
176
Robertson Stephens Wealth Management
California
$22.4M +$11.3M +55,291 +102%
GLA
177
Great Lakes Advisors
Illinois
$22.4M -$8.02M -39,305 -27%
AF
178
Ally Financial
Michigan
$22.2M
MS
179
Marshall & Sullivan
Washington
$21.7M -$726K -3,559 -3%
CFN
180
Cordasco Financial Network
Florida
$21.7M +$1.51M +7,413 +8%
GMA
181
Goldstein Munger & Associates
California
$21.5M +$188K +924 +0.9%
SIM
182
Strategic Investment Management
Virginia
$21.3M +$6.12M +30,010 +41%
FHB
183
First Hawaiian Bank
Hawaii
$21.3M -$199K -975 -0.9%
MM
184
Main Management
California
$21.2M -$435K -2,131 -2%
BCIM
185
British Columbia Investment Management
British Columbia, Canada
$21.1M +$21M +103,000 New
TI
186
Tidal Investments
Wisconsin
$20.5M +$20.3M +99,652 New
CIG
187
Consolidated Investment Group
Colorado
$20.2M +$1.53M +7,500 +8%
CL
188
Choreo LLC
Illinois
$20.2M -$790K -3,874 -4%
DADC
189
D.A. Davidson & Co
Montana
$20.2M +$89.8K +440 +0.4%
WANY
190
Wealthspire Advisors (New York)
New York
$20.1M +$596K +2,920 +3%
IWC
191
Integrated Wealth Concepts
Massachusetts
$19.9M -$2.28M -11,196 -10%
EW
192
Emerson Wealth
Michigan
$19.8M -$885K -4,338 -3%
CA
193
CoreCap Advisors
Michigan
$19.8M +$12.1M +59,162 +160%
WB
194
WesBanco Bank
West Virginia
$19.7M +$3.58M +17,543 +22%
EW
195
Evoke Wealth
California
$19.5M +$592K +2,903 +3%
BS
196
Banco Santander
Spain
$19.3M +$6M +29,392 +46%
PFPT
197
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.1M +$2.05M +10,039 +12%
Mackenzie Financial
198
Mackenzie Financial
Ontario, Canada
$19M -$51.8M -253,943 -73%
PIC
199
Platt Investment Counsel
Florida
$18.9M +$3.35M +16,405 +22%
CA
200
Crewe Advisors
Utah
$18.5M +$896K +4,390 +5%

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.