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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
MC
2101
Matisse Capital
Oregon
-$201K -904 Closed
CCM
2102
Condor Capital Management
New Jersey
-$201K -903 Closed
DFS
2103
Dixon Fnancial Services
California
-$201K -903 Closed
HCP
2104
Holt Capital Partners
Texas
-$201K -903 Closed
VBCG
2105
Valley Brook Capital Group
Pennsylvania
-$200K -900 Closed
KCM
2106
KRS Capital Management
Michigan
-$196K -884 Closed
RPCONE
2107
Retirement Planning Company of New England
Rhode Island
-$191K -861 Closed
SF
2108
SBK Financial
Virginia
-$184K -829 Closed
AIM
2109
AHL Investment Management
Florida
-$172K -775 Closed
FWC
2110
First Washington Corp
Washington
-$151K -680 Closed
SPA
2111
Shore Point Advisors
New Jersey
-$140K -628 Closed
FPWM
2112
FSB Premier Wealth Management
Iowa
-$122K -550 Closed
ARIS
2113
Advanced Research Investment Solutions
California
-$108K -487 Closed
EWM
2114
Elmwood Wealth Management
California
-$95K -425 Closed
TCM
2115
TD Capital Management
Tennessee
-$88K -395 Closed
RI
2116
Rinkey Investments
California
-$69K -322 Closed
HNWA
2117
Henrickson Nauta Wealth Advisors
Michigan
-$63K -313 Closed
WFS
2118
Widmann Financial Services
Maryland
-$68K -308 Closed
MAM
2119
Mystic Asset Management
Rhode Island
-$67K -302 Closed
DAM
2120
Delta Asset Management
Tennessee
-$45K -202 Closed
CG
2121
Cutler Group
California
-$40.8K -200 Closed
CFG
2122
CKW Financial Group
Hawaii
-$40K -197 Closed
OF
2123
Outfitter Financial
Maine
-$29K -129 Closed
TC
2124
Truvestments Capital
Florida
-$24K -106 Closed
FWM
2125
Foresight Wealth Management
Utah
-$22K -101 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.