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iShares Russell 2000 ETF

1,856 hedge funds and large institutions have $53.5B invested in iShares Russell 2000 ETF in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 711 increasing their positions, 754 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% more ownership

Funds ownership: 106.5%106.82% (+0.31%)

6% less repeat investments, than reductions

Existing positions increased: 711 | Existing positions reduced: 754

4% less funds holding

Funds holding: 1,9371,856 (-81)

7% less funds holding in top 10

Funds holding in top 10: 208194 (-14)

19% less capital invested

Capital invested by funds: $66.4B → $53.5B (-$12.9B)

33% less first-time investments, than exits

New positions opened: 120 | Existing positions closed: 178

61% less call options, than puts

Call options by funds: $20.6B | Put options by funds: $53.2B

Holders
1,856
Holders Change
-81
Holders Change %
-4.18%
% of All Funds
31.27%
Holding in Top 10
194
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-6.73%
% of All Funds
3.27%
New
120
Increased
711
Reduced
754
Closed
178
Calls
$20.6B
Puts
$53.2B
Net Calls
-$32.6B
Net Calls Change
+$791M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.12B +$90.5M +490,902 +1%
Goldman Sachs
2
Goldman Sachs
New York
$5.03B -$586M -3,176,981 -10%
Morgan Stanley
3
Morgan Stanley
New York
$3.59B +$818M +4,435,124 +26%
Wells Fargo
4
Wells Fargo
California
$3.57B -$748M -4,058,196 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.27B -$10.6M -57,300 -0.4%
BlackRock
6
BlackRock
New York
$2.24B +$13M +70,304 +0.5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.85B +$164M +887,036 +9%
Citigroup
8
Citigroup
New York
$1.23B -$565M -3,066,882 -30%
LPL Financial
9
LPL Financial
California
$1.15B +$14.4M +78,145 +1%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$1.14B +$266M +1,444,503 +28%
PCA
11
Personal Capital Advisors
California
$1.02B +$163M +883,722 +17%
JP Morgan Chase
12
JP Morgan Chase
New York
$992M +$268M +1,452,417 +33%
UBS Group
13
UBS Group
Switzerland
$940M -$152M -826,125 -13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$891M -$361M -1,960,008 -27%
Barclays
15
Barclays
United Kingdom
$887M +$85.9M +466,064 +10%
Northern Trust
16
Northern Trust
Illinois
$671M -$10.1M -54,716 -1%
Rafferty Asset Management
17
Rafferty Asset Management
New York
$658M -$211M -1,146,229 -23%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$616M -$11.4M -62,024 -2%
US Bancorp
19
US Bancorp
Minnesota
$495M +$6.7M +36,322 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$489M +$1.29M +6,982 +0.2%
M&T Bank
21
M&T Bank
New York
$470M +$81.6M +442,692 +17%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$462M -$350M -1,897,326 -41%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$450M -$14.6M -78,934 -3%
APF
24
Alaska Permanent Fund
Alaska
$449M +$157M +851,501 +47%
HF
25
HRT Financial
New York
$449M +$63.3M +343,175 +15%

IWM Hedge Fund Activity: Q2 2022 in Review

1,856 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2022, worth a combined $53.5B — down 19% from $66.4B a quarter earlier.

Sellers outnumbered buyers: 178 funds closed out of IWM and 120 opened new positions — a net loss of 58 holders — while 754 trimmed existing stakes and 711 added.

The largest buyer was Morgan Stanley, adding an estimated $818M. The largest seller was Wells Fargo, cutting an estimated $748M.

  • 1,856 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2022, down from 1,937 in Q1 2022.
  • Funds reported $53.5B of iShares Russell 2000 ETF stock for Q2 2022, down 19% quarter-over-quarter.
  • 120 funds opened new iShares Russell 2000 ETF positions in Q2 2022 and 178 closed out, a net change of -58 holders.
  • The largest iShares Russell 2000 ETF buyer in Q2 2022 was Morgan Stanley, an estimated $818M added.
  • The largest iShares Russell 2000 ETF seller in Q2 2022 was Wells Fargo, an estimated $748M sold.

Based on aggregated 13F filings for Q2 2022.