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iShares Russell 2000 ETF

1,854 hedge funds and large institutions have $51.7B invested in iShares Russell 2000 ETF in 2022 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 617 increasing their positions, 759 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 102

1.24% more ownership

Funds ownership: 106.82%108.06% (+1.2%)

0% less funds holding

Funds holding: 1,8561,854 (-2)

3% less capital invested

Capital invested by funds: $53.5B → $51.7B (-$1.84B)

2% less funds holding in top 10

Funds holding in top 10: 194191 (-3)

19% less repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 759

59% less call options, than puts

Call options by funds: $22.3B | Put options by funds: $53.7B

Holders
1,854
Holders Change
-2
Holders Change %
-0.11%
% of All Funds
31.94%
Holding in Top 10
191
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.55%
% of All Funds
3.29%
New
132
Increased
617
Reduced
759
Closed
102
Calls
$22.3B
Puts
$53.7B
Net Calls
-$31.4B
Net Calls Change
+$1.22B
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.35B -$668M -3,659,889 -10%
Goldman Sachs
2
Goldman Sachs
New York
$4.93B +$30.9M +169,612 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$3.81B +$340M +1,865,000 +9%
Wells Fargo
4
Wells Fargo
California
$3.54B +$70.3M +385,701 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.4B +$217M +1,192,100 +9%
BlackRock
6
BlackRock
New York
$2.14B -$47.6M -260,701 -2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.79B -$18.8M -102,961 -0.9%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$1.1B +$21.8M +119,602 +2%
PCA
9
Personal Capital Advisors
California
$1.03B +$47.5M +260,184 +4%
Citigroup
10
Citigroup
New York
$963M -$257M -1,408,893 -19%
JP Morgan Chase
11
JP Morgan Chase
New York
$880M -$95M -521,043 -9%
LPL Financial
12
LPL Financial
California
$876M -$266M -1,456,878 -22%
UBS Group
13
UBS Group
Switzerland
$797M -$131M -719,372 -13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$788M -$88.1M -482,992 -9%
Rafferty Asset Management
15
Rafferty Asset Management
New York
$655M +$15.4M +84,327 +2%
Northern Trust
16
Northern Trust
Illinois
$641M -$14.2M -77,939 -2%
Barclays
17
Barclays
United Kingdom
$604M -$287M -1,574,255 -30%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$599M +$53.1K +291 +0%
M&T Bank
19
M&T Bank
New York
$496M +$6.72M +36,857 +1%
US Bancorp
20
US Bancorp
Minnesota
$495M +$14.5M +79,548 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$488M +$12.6M +69,039 +2%
CWA
22
CM Wealth Advisors
Ohio
$471M
APF
23
Alaska Permanent Fund
Alaska
$460M +$25.7M +140,785 +5%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$449M +$12M +65,653 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$441M +$415M +2,274,844 +568%

IWM Hedge Fund Activity: Q3 2022 in Review

1,854 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2022, worth a combined $51.7B — down 3.4% from $53.5B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IWM positions and 102 closed out — a net gain of 30 holders — while 617 added to existing stakes and 759 trimmed.

The largest buyer was Parallax Volatility Advisers, adding an estimated $433M. The largest seller was Bank of America, cutting an estimated $668M.

  • 1,854 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2022, down from 1,856 in Q2 2022.
  • Funds reported $51.7B of iShares Russell 2000 ETF stock for Q3 2022, down 3.4% quarter-over-quarter.
  • 132 funds opened new iShares Russell 2000 ETF positions in Q3 2022 and 102 closed out, a net change of +30 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2022 was Parallax Volatility Advisers, an estimated $433M added.
  • The largest iShares Russell 2000 ETF seller in Q3 2022 was Bank of America, an estimated $668M sold.

Based on aggregated 13F filings for Q3 2022.