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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
CNB
2076
Camden National Bank
Maine
-$226K -1,014 Closed
VC
2077
Vicus Capital
Pennsylvania
-$203K -1,007 Closed
VF
2078
Vista Finance
Missouri
-$224K -1,005 Closed
BIM
2079
Baldwin Investment Management
Pennsylvania
-$222 -1,000 Closed
Hudson Bay Capital Management
2080
Hudson Bay Capital Management
Connecticut
-$204K -1,000 Closed
JAFL
2081
Jay A. Fishman Ltd
Michigan
-$222K -1,000 Closed
PWS
2082
Private Wealth Strategies
Ohio
-$222K -998 Closed
BOH
2083
Bank of Hawaii
Hawaii
-$221K -994 Closed
LWMG
2084
Levy Wealth Management Group
Pennsylvania
-$219K -984 Closed
PWA
2085
PCG Wealth Advisors
Kansas
-$216K -979 Closed
SA
2086
Shilanski & Associates
Alaska
-$217K -974 Closed
LJAC
2087
L.J. Altfest & Co
New York
-$216K -971 Closed
SA
2088
Sicart Associates
New York
-$215K -966 Closed
PP
2089
Patron Partners
Texas
-$214K -963 Closed
CIP
2090
Chartwell Investment Partners
Pennsylvania
-$214K -961 Closed
BDWCC
2091
B&D White Capital Company
Texas
-$212K -954 Closed
ORC
2092
O'Rourke & Company
Massachusetts
-$212K -953 Closed
NF
2093
Nikulski Financial
Iowa
-$210K -944 Closed
VVP
2094
Vulcan Value Partners
Alabama
-$209K -940 Closed
DGI
2095
Disciplined Growth Investors
Minnesota
-$206K -927 Closed
WCM
2096
Wallace Capital Management
Texas
-$206K -926 Closed
MFS
2097
McNamara Financial Services
Massachusetts
-$204K -916 Closed
FWP
2098
Firethorn Wealth Partners
Georgia
-$204K -915 Closed
EAM
2099
Empirical Asset Management
Massachusetts
-$202K -909 Closed
TIA
2100
Tandem Investment Advisors
South Carolina
-$201K -905 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.