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
AWM
476
Apollon Wealth Management
South Carolina
$5.45M +$3.67M +18,000 +211%
MCM
477
Manchester Capital Management
Vermont
$5.39M -$4.49M -21,994 -46%
DWT
478
Dorsey & Whitney Trust
South Dakota
$5.39M +$296K +1,450 +6%
MFW
479
Meristem Family Wealth
Minnesota
$5.38M -$174K -854 -3%
Cohen & Steers
480
Cohen & Steers
New York
$5.37M
MBT
481
Montecito Bank & Trust
California
$5.36M -$74.3K -364 -1%
BIS
482
BG Investment Services
Guam
$5.35M -$466K -2,285 -8%
HH
483
Hilltop Holdings
Texas
$5.29M -$283K -1,387 -5%
AIM
484
Aspen Investment Management
Michigan
$5.29M -$1.2M -5,863 -19%
KWM
485
Kingsview Wealth Management
Oregon
$5.29M -$1.34M -6,556 -20%
WJA
486
Willis Johnson & Associates
Texas
$5.27M -$864K -4,237 -14%
PCA
487
Peddock Capital Advisors
Massachusetts
$5.27M +$199K +974 +4%
Principal Financial Group
488
Principal Financial Group
Iowa
$5.26M +$5.02M +24,598 +2,338%
CPIG
489
Chicago Partners Investment Group
Illinois
$5.24M +$51.8K +254 +0.9%
CWM
490
Circle Wealth Management
New Jersey
$5.24M +$48.8K +239 +0.9%
KHLMTHM
491
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.23M
ATPW
492
Ashton Thomas Private Wealth
Arizona
$5.21M +$1.54M +7,572 +43%
IGWM
493
ICA Group Wealth Management
Colorado
$5.18M +$5.62M +27,552 New
AC
494
Allstate Corporation
Illinois
$5.15M +$4.58M +22,446 +853%
KPWG
495
KFA Private Wealth Group
Virginia
$5.13M -$583K -2,856 -10%
TTWM
496
TCV Trust & Wealth Management
Virginia
$5.09M -$144K -705 -3%
PCG
497
Prosperity Consulting Group
Maryland
$5.08M +$155K +759 +3%
PP
498
Paloma Partners
Connecticut
$5.06M -$185K -908 -4%
SWM
499
Spire Wealth Management
Virginia
$5.06M +$8.36K +41 +0.2%
HWM
500
HB Wealth Management
Georgia
$5.03M +$2.11M +10,335 +73%

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.