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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
LC
2026
Legacy CG
Texas
-$544K -2,447 Closed
AS
2027
Altshuler Shaham
Israel
-$531K -2,388 Closed
TFA
2028
Teamwork Financial Advisors
Texas
-$528K -2,372 Closed
LAM
2029
LifePro Asset Management
California
-$521K -2,344 Closed
KC
2030
Kingfisher Capital
North Carolina
-$520K -2,338 Closed
BCM
2031
Bienville Capital Management
New York
-$514K -2,310 Closed
WSCM
2032
Wellington Shields Capital Management
New York
-$487K -2,189 Closed
SAM
2033
Southernsun Asset Management
Tennessee
-$482K -2,169 Closed
CP
2034
Camelot Portfolios
Ohio
-$454K -2,043 Closed
FLC
2035
Fifth Lane Capital
Texas
-$445K -2,000 Closed
AWM
2036
Avaii Wealth Management
Wisconsin
-$439K -1,973 Closed
FEM
2037
Fulcrum Equity Management
Texas
-$421K -1,892 Closed
WG
2038
Watchman Group
Texas
-$410K -1,845 Closed
Invesco
2039
Invesco
Georgia
-$410K -1,843 Closed
RP
2040
Riverwater Partners
Wisconsin
-$408K -1,834 Closed
BA
2041
Birinyi Associates
Connecticut
-$402K -1,805 Closed
NCM
2042
Noesis Capital Mangement
Florida
-$393K -1,765 Closed
CAI
2043
Capital Advisors Inc
Oklahoma
-$379K -1,702 Closed
AAM
2044
Alpine Associates Management
Florida
-$378K -1,700 Closed
JC
2045
JB Capital
Connecticut
-$376K -1,690 Closed
CC
2046
Cypress Capital
Tennessee
-$367K -1,650 Closed
SFG
2047
SevenBridge Financial Group
Pennsylvania
-$366K -1,646 Closed
Select Equity Group
2048
Select Equity Group
New York
-$358K -1,609 Closed
DSCM
2049
Divisadero Street Capital Management
Florida
-$356K -1,600 Closed
TFA
2050
Triad Financial Advisors
North Carolina
-$352K -1,584 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.