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
V
51
Veritable
Delaware
$165M +$13.8M +67,795 +9%
LIA
52
LBMC Investment Advisors
Tennessee
$160M +$2.3M +11,276 +1%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$160M +$12.7M +62,139 +9%
Franklin Resources
54
Franklin Resources
California
$151M -$541K -2,654 -0.4%
HP
55
Hound Partners
New York
$146M +$13.7M +67,072 +10%
BC
56
Broadwood Capital
New York
$142M
Mariner
57
Mariner
Kansas
$140M -$5.18M -25,392 -4%
Parallax Volatility Advisers
58
Parallax Volatility Advisers
California
$133M +$117M +573,485 +756%
JG
59
Jefferies Group
New York
$130M -$16M -78,253 -11%
CB
60
Commerce Bank
Missouri
$118M +$2.35M +11,532 +2%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$118M +$5.52M +27,058 +5%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$118M -$337K -1,650 -0.3%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$112M -$4.55M -22,310 -4%
SHGA
64
Sand Hill Global Advisors
California
$112M +$6.05M +29,656 +6%
Jane Street
65
Jane Street
New York
$104M -$64.1M -314,417 -38%
TAF
66
Tredje AP-fonden
Sweden
$103M
AllianceBernstein
67
AllianceBernstein
Tennessee
$103M -$5.49M -26,918 -5%
Stifel Financial
68
Stifel Financial
Missouri
$101M -$2.48M -12,152 -2%
DCP
69
Durable Capital Partners
Maryland
$100M +$99.8M +489,142 New
GT
70
Glenmede Trust
Pennsylvania
$96.4M -$1.46M -7,175 -2%
AWM
71
AE Wealth Management
Kansas
$96.1M +$27.4M +134,131 +40%
HighTower Advisors
72
HighTower Advisors
Illinois
$94.5M -$10.9M -53,288 -10%
Millennium Management
73
Millennium Management
New York
$94.2M -$76M -372,384 -45%
Creative Planning
74
Creative Planning
Kansas
$93.4M +$28.8M +141,129 +45%
PCM
75
Prelude Capital Management
New York
$91.9M +$22.3M +109,119 +32%

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.