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
PCA
801
Permit Capital Advisors
Pennsylvania
$1.91M +$1.93M +9,448 New
KCPG
802
Kavar Capital Partners Group
Kansas
$1.91M -$16.3K -80 -0.9%
IWA
803
Intercontinental Wealth Advisors
Texas
$1.9M +$246K +1,208 +15%
OIA
804
OneDigital Investment Advisors
Kansas
$1.9M -$1.11M -5,463 -37%
GL
805
Graypoint LLC
New York
$1.9M +$63K +309 +3%
SIA
806
Schechter Investment Advisors
Michigan
$1.89M -$435K -2,131 -19%
RCM
807
Radnor Capital Management
Pennsylvania
$1.89M -$76.5K -375 -4%
RWG
808
Regal Wealth Group
California
$1.88M -$12.9K -63 -0.7%
FC
809
Ferris Capital
Massachusetts
$1.88M
FA
810
Fermata Advisors
California
$1.88M -$386K -1,891 -17%
HCMT
811
Highland Capital Management (Tennessee)
Tennessee
$1.86M -$342K -1,677 -16%
LNWTC
812
Laird Norton Wetherby Trust Company
Washington
$1.86M -$303K -1,484 -14%
ESB
813
Essex Savings Bank
Connecticut
$1.86M +$58.1K +285 +3%
EAM
814
Evanson Asset Management
California
$1.85M +$33.7K +165 +2%
PA
815
Parallel Advisors
California
$1.85M -$38.6K -189 -2%
CFIA
816
Cantor Fitzgerald Investment Advisors
New York
$1.85M +$517K +2,536 +39%
SHFA
817
SC&H Financial Advisors
Maryland
$1.84M +$131K +642 +8%
CAAM
818
Cornerstone Advisors Asset Management
Pennsylvania
$1.83M +$525K +2,574 +41%
UWM
819
USAdvisors Wealth Management
Minnesota
$1.83M -$282K -1,381 -13%
OBGC
820
O'Brien Greene & Co
Pennsylvania
$1.82M -$183K -899 -9%
SRC
821
Shufro Rose & Co
New York
$1.81M +$36.7K +180 +2%
TAM
822
Tocqueville Asset Management
New York
$1.81M -$1.82M -8,901 -50%
LSA
823
L & S Advisors
California
$1.8M -$29K -142 -2%
AWA
824
Arete Wealth Advisors
Illinois
$1.79M +$353K +1,729 +25%
WPC
825
Wedmont Private Capital
Pennsylvania
$1.79M +$11.4K +56 +0.7%

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.