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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
TI
1976
Telemetry Investments
New York
-$3.11M -14,000 Closed
IUHSA
1977
Itau Unibanco Holding S.A.
Brazil
-$3.1M -13,951 Closed
BAM
1978
Berkshire Asset Management
Pennsylvania
-$3.03M -13,625 Closed
PHK
1979
Point72 Hong Kong
Hong Kong
-$2.76M -13,519 Closed
BFM
1980
Boothbay Fund Management
New York
-$2.74M -13,444 Closed
Simplex Trading
1981
Simplex Trading
Illinois
-$2.94M -13,233 Closed
CI
1982
CX Institutional
Indiana
-$2.7M -12,133 Closed
EPM
1983
Equitec Proprietary Markets
Illinois
-$2.45M -11,000 Closed
SSA
1984
Schonfeld Strategic Advisors
New York
-$2.24M -10,993 Closed
KCM
1985
Karp Capital Management
California
-$2.39M -10,728 Closed
CCM
1986
Campbell Capital Management
Florida
-$2.22M -10,000 Closed
JPG
1987
Jordan Park Group
California
-$2.19M -9,850 Closed
NIP
1988
Nicholas Investment Partners
California
-$2.07M -9,314 Closed
IFG
1989
Investors Financial Group
Minnesota
-$2.07M -9,293 Closed
Fidelity International
1990
Fidelity International
Bermuda
-$2.04M -9,189 Closed
PA
1991
PFG Advisors
Arizona
-$2.04M -9,168 Closed
Chevy Chase Trust
1992
Chevy Chase Trust
Maryland
-$1.94M -8,726 Closed
IG
1993
ING Group
Netherlands
-$1.71M -7,700 Closed
PCM
1994
Presidio Capital Management
California
-$1.66M -7,443 Closed
NCA
1995
New Century Advisors
Maryland
-$1.64M -7,370 Closed
TI
1996
Trexquant Investment
Connecticut
-$1.57M -7,074 Closed
WAM
1997
Wakefield Asset Management
Colorado
-$1.56M -6,995 Closed
IC
1998
Innealta Capital
Texas
-$1.51M -6,771 Closed
Tudor Investment Corp
1999
Tudor Investment Corp
Connecticut
-$1.27M -5,704 Closed
AF
2000
Aldebaran Financial
-$1.27M -5,691 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.