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
1WM
851
1900 Wealth Management
Texas
$1.67M -$307K -1,507 -16%
CWP
852
Curated Wealth Partners
California
$1.67M
SBLIC
853
Security Benefit Life Insurance Company
Kansas
$1.66M -$1.16M -5,700 -41%
CTC
854
Central Trust Company
Missouri
$1.66M -$93.8K -460 -5%
KWS
855
Keystone Wealth Services
California
$1.66M +$622K +3,047 +60%
JGIA
856
Jackson Grant Investment Advisers
Connecticut
$1.66M +$29.6K +145 +2%
MG
857
Mather Group
Illinois
$1.66M +$53K +260 +3%
SGI
858
Summit Global Investments
Utah
$1.64M +$1.63M +7,978 New
TCWM
859
Total Clarity Wealth Management
Illinois
$1.63M -$168K -825 -9%
CWM
860
ClientFirst Wealth Management
Arkansas
$1.63M
CT
861
Cambridge Trust
Massachusetts
$1.63M +$561K +2,751 +53%
CFO
862
Collective Family Office
Pennsylvania
$1.63M
KA
863
Kovack Advisors
Florida
$1.62M +$829K +4,065 +106%
AFAS
864
Acorn Financial Advisory Services
Virginia
$1.61M +$174K +853 +12%
LFG
865
Lockerman Financial Group
California
$1.6M +$1.59M +7,801 New
OAM
866
Occidental Asset Management
California
$1.59M +$149K +730 +10%
OIM
867
Orca Investment Management
Oregon
$1.59M -$30.4K -149 -2%
SCM
868
SCS Capital Management
Massachusetts
$1.59M +$1.17M +5,740 +287%
LB
869
Legacy Bridge
Iowa
$1.59M
SCA
870
Snowden Capital Advisors
New York
$1.57M +$799K +3,917 +105%
VPIM
871
Vanguard Personalized Indexing Management
California
$1.57M
CWA
872
CJM Wealth Advisers
Virginia
$1.56M
MAM
873
Meeder Asset Management
Ohio
$1.56M -$11K -54 -0.7%
SB
874
Strategic Blueprint
Georgia
$1.55M -$132K -646 -8%
JF
875
JSF Financial
California
$1.55M -$14.5M -71,287 -90%

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.