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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
BJL
201
Brighton Jones LLC
Washington
$18.5M +$313K +1,534 +2%
BIG
202
Boothe Investment Group
Delaware
$18.5M +$2.77M +13,559 +18%
WSFS
203
Wilmington Savings Fund Society
Delaware
$18.3M -$1.05M -5,133 -5%
JCM
204
Jacobi Capital Management
Pennsylvania
$18.3M +$450K +2,205 +3%
EAMA
205
EFG Asset Management (Americas)
Florida
$18.3M +$1.39M +6,811 +8%
EH
206
Equitable Holdings
New York
$18.1M +$630K +3,089 +4%
PWM
207
Paulson Wealth Management
Illinois
$18M +$350K +1,716 +2%
VC
208
Veracity Capital
Georgia
$18M +$8.03M +39,342 +81%
VFA
209
Valeo Financial Advisors
Indiana
$17.9M +$4.54M +22,264 +27%
AIIMS
210
Analyst IMS Investment Management Services
Israel
$17.9M
ACP
211
Arcus Capital Partners
Georgia
$17.9M +$1.58M +7,760 +10%
UCFA
212
United Capital Financial Advisors
Texas
$17.7M +$181K +886 +1%
Allspring Global Investments
213
Allspring Global Investments
North Carolina
$17.7M +$12M +59,003 +216%
OFS
214
Oldfather Financial Services
Nebraska
$17.6M +$944K +4,627 +5%
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
$17.4M +$7.9M +38,750 +85%
SPIA
216
Steward Partners Investment Advisory
New York
$17.2M -$2.52M -12,349 -13%
WPC
217
Waters Parkerson & Co
Louisiana
$17.2M +$654K +3,205 +4%
SL
218
Salomon & Ludwin
Virginia
$16.9M -$151K -741 -0.9%
CS
219
Comerica Securities
Michigan
$16.8M -$1.07M -5,267 -6%
AWA
220
Aaron Wealth Advisors
Illinois
$16.8M +$701M +3,438,481 +19,946%
BPA
221
Beacon Pointe Advisors
California
$16.6M +$3.45M +16,892 +26%
BFG
222
Baron Financial Group
New Jersey
$16.4M +$370K +1,815 +2%
TPCW
223
TD Private Client Wealth
New York
$16.1M +$1.9M +9,309 +13%
GT
224
Glenview Trust
Kentucky
$16.1M -$125K -612 -0.8%
Natixis Advisors
225
Natixis Advisors
Massachusetts
$16M +$991K +4,858 +7%

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.