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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
Bank of America
1
Bank of America
North Carolina
$7.31B +$565M +2,771,565 +8%
Goldman Sachs
2
Goldman Sachs
New York
$6.75B -$259M -1,272,025 -4%
Wells Fargo
3
Wells Fargo
California
$5.16B -$408M -2,000,509 -7%
Morgan Stanley
4
Morgan Stanley
New York
$3.45B -$253M -1,240,715 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.76B -$1.52B -7,441,400 -36%
BlackRock
6
BlackRock
New York
$2.7B +$43.1M +211,374 +2%
Citigroup
7
Citigroup
New York
$2.12B +$654M +3,203,877 +45%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.06B +$860M +4,216,485 +72%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.48B -$260M -1,275,981 -15%
LPL Financial
10
LPL Financial
California
$1.37B -$18.7M -91,615 -1%
UBS Group
11
UBS Group
Switzerland
$1.31B +$153M +747,667 +13%
PCA
12
Personal Capital Advisors
California
$1.05B +$12.8M +62,798 +1%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$1.05B +$77.8M +381,362 +8%
Rafferty Asset Management
14
Rafferty Asset Management
New York
$1.03B -$184M -900,099 -15%
Barclays
15
Barclays
United Kingdom
$979M -$7.3M -35,810 -0.7%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$950M +$704M +3,448,866 +293%
JP Morgan Chase
17
JP Morgan Chase
New York
$904M +$130M +637,575 +17%
Northern Trust
18
Northern Trust
Illinois
$825M +$8.09M +39,661 +1%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$759M -$11.4M -55,699 -1%
US Bancorp
20
US Bancorp
Minnesota
$593M +$27.3M +133,758 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$591M +$15.1M +73,942 +3%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$577M +$73.3M +359,355 +15%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$562M +$76.7M +375,925 +16%
M&T Bank
24
M&T Bank
New York
$519M +$13.9M +68,023 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$519M -$42.6M -208,759 -8%

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.