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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
MAP
2001
Moody Aldrich Partners
Massachusetts
-$1.26M -5,668 Closed
SAM
2002
Secure Asset Management
Michigan
-$1.19M -5,347 Closed
SL
2003
SWMG LLC
Texas
-$1.13M -5,057 Closed
TCM
2004
Triumph Capital Management
Colorado
-$1.11M -4,986 Closed
LP
2005
Lloyd Park
Illinois
-$1.11M -4,979 Closed
WC
2006
Wexford Capital
Florida
-$1K -4,518 Closed
Federated Hermes
2007
Federated Hermes
Pennsylvania
-$990K -4,449 Closed
KJHP
2008
K.J. Harrison & Partners
Ontario, Canada
-$936K -4,200 Closed
PWPCM
2009
Perella Weinberg Partners Capital Management
New York
-$930K -4,179 Closed
CWM
2010
CIBC World Markets
New York
-$874K -3,930 Closed
IIM
2011
InTrack Investment Management
Vermont
-$832K -3,741 Closed
IHL
2012
Investment House LLC
California
-$820K -3,688 Closed
ASFA
2013
All Season Financial Advisors
Colorado
-$796K -3,579 Closed
BAS
2014
Brown Advisory Securities
Maryland
-$790K -3,552 Closed
WAAG
2015
Wealth Alliance Advisory Group
Kansas
-$783K -3,520 Closed
GCM
2016
Graham Capital Management
Connecticut
-$714K -3,500 Closed
MCP
2017
Mirador Capital Partners
California
-$693K -3,116 Closed
MSCM
2018
McElhenny Sheffield Capital Management
Texas
-$682K -3,068 Closed
PWM
2019
Peterson Wealth Management
Nevada
-$680K -3,056 Closed
GI
2020
GAMCO Investors
Connecticut
-$618K -2,778 Closed
CGIM
2021
Cannon Global Investment Management
Florida
-$614K -2,759 Closed
IIM
2022
Ironwood Investment Management
Massachusetts
-$589K -2,646 Closed
TCM
2023
Tandem Capital Management
New Jersey
-$588K -2,643 Closed
GCM
2024
Goldstream Capital Management
Hong Kong
-$561K -2,520 Closed
GP
2025
Geneva Partners
Wisconsin
-$549K -2,466 Closed

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.