We are live on ! Find out more
IWM icon

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
CANC
376
Culbertson A N & Co
Virginia
$7.94M +$85.5K +419 +1%
FMC
377
First Merchants Corp
Indiana
$7.88M +$984K +4,825 +14%
FSC
378
Full Sail Capital
Oklahoma
$7.88M -$816 -4 -0%
EC
379
Estate Counselors
Wisconsin
$7.86M -$149K -732 -2%
GRP
380
Global Retirement Partners
California
$7.79M +$9.05M +44,347 New
PCA
381
Pallas Capital Advisors
Massachusetts
$7.77M -$1.26M -6,163 -14%
FNT
382
First National Trust
Pennsylvania
$7.75M -$620K -3,037 -7%
DPI
383
Diversified Portfolios Inc
Michigan
$7.66M +$286K +1,402 +4%
AIA
384
Arcadia Investment Advisors
Idaho
$7.66M -$134K -658 -2%
AIC
385
Archer Investment Corporation
Indiana
$7.65M +$60K +294 +0.8%
LL
386
LPWM LLC
Minnesota
$7.64M +$490K +2,403 +7%
Schroder Investment Management Group
387
Schroder Investment Management Group
United Kingdom
$7.64M +$7.51M +36,806 New
SLT
388
St Louis Trust
Missouri
$7.58M -$104K -508 -1%
MWP
389
Meridian Wealth Partners
Pennsylvania
$7.53M +$625K +3,065 +9%
NEGWA
390
New England Guild Wealth Advisors
Connecticut
$7.49M +$432K +2,120 +6%
TA
391
Tiedemann Advisors
New York
$7.44M -$177K -866 -2%
ICM
392
Infini Capital Management
Hong Kong
$7.4M +$7.35M +36,050 New
IMF
393
Infini Master Fund
Hong Kong
$7.4M +$7.35M +36,050 New
PFBT
394
Parkside Financial Bank & Trust
Missouri
$7.4M +$167K +818 +2%
DFA
395
DHJJ Financial Advisors
Illinois
$7.34M +$149K +730 +2%
WW
396
Westshore Wealth
California
$7.34M +$695K +3,408 +11%
Lido Advisors
397
Lido Advisors
California
$7.3M -$659K -3,231 -8%
GKIM
398
GW&K Investment Management
Massachusetts
$7.29M -$11.8M -57,740 -62%
CMBA
399
C.M. Bidwell & Associates
Hawaii
$7.27M +$35.9K +176 +0.5%
Toronto Dominion Bank
400
Toronto Dominion Bank
Ontario, Canada
$7.27M -$14.4M -70,766 -67%

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.