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
RPC
501
Rossmore Private Capital
Connecticut
$5.02M -$72.4K -355 -1%
AWM
502
Axxcess Wealth Management
California
$5.02M +$1.27M +6,216 +34%
ECG
503
Edge Capital Group
Georgia
$4.99M -$7.63M -37,424 -61%
GIA
504
Gladstone Institutional Advisory
Florida
$4.99M +$441K +2,160 +10%
CHC
505
City Holding Co
West Virginia
$4.98M -$29.2K -143 -0.6%
ACA
506
Anchor Capital Advisors
Massachusetts
$4.97M +$6.12K +30 +0.1%
WPA
507
Winning Points Advisors
Florida
$4.96M -$7.17M -35,164 -59%
LCOV
508
London Company of Virginia
Virginia
$4.96M -$15.6M -76,361 -76%
SWRP
509
Summit Wealth & Retirement Planning
California
$4.95M +$1.15M +5,620 +30%
RIA
510
Realta Investment Advisors
Delaware
$4.94M -$153K -750 -3%
EFSCE
511
Enterprise Financial Services Corp (EFSC)
Missouri
$4.94M -$335K -1,641 -6%
GCM
512
Gladius Capital Management
Illinois
$4.94M -$15.3M -74,915 -76%
CRC
513
Curi RMB Capital
Illinois
$4.94M -$8.57K -42 -0.2%
SPP
514
Single Point Partners
Massachusetts
$4.92M +$39.6K +194 +0.8%
SIM
515
SSI Investment Management
California
$4.91M +$8.36K +41 +0.2%
DAS
516
Dynamic Advisor Solutions
Arizona
$4.89M -$626K -3,069 -11%
RWA
517
Redmont Wealth Advisors
Illinois
$4.84M -$200K -981 -4%
CWA
518
Consilio Wealth Advisors
Washington
$4.83M +$4.8M +23,526 New
SB
519
Sunflower Bank
Texas
$4.8M -$39.8K -195 -0.8%
JWA
520
JFS Wealth Advisors
Pennsylvania
$4.8M -$27.1K -133 -0.6%
RIM
521
Reynolds Investment Management
South Carolina
$4.78M +$4.75M +23,306 New
UL
522
Unionview LLC
Washington
$4.76M +$211K +1,034 +5%
IA
523
IFG Advisory
Georgia
$4.74M +$1.11M +5,431 +31%
New York State Common Retirement Fund
524
New York State Common Retirement Fund
New York
$4.73M
SPC
525
Sigma Planning Corp
Michigan
$4.71M -$584K -2,862 -11%

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.