IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,929 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, 718 increasing their positions, 789 reducing their positions, and 201 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,929
Holders Change
-95
Holders Change %
-4.69%
% of All Funds
30.53%
Holding in Top 10
208
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-7.14%
% of All Funds
3.29%
New
130
Increased
718
Reduced
789
Closed
201
Calls
$19.3B
Puts
$52.7B
Net Calls
-$33.4B
Net Calls Change
-$5.04B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.06B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$950M
3
Citigroup
Citigroup
New York
$2.12B
4
Bank of America
Bank of America
North Carolina
$7.31B
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$444M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.76B
2
Wells Fargo
Wells Fargo
California
$5.16B
3
CP
Castleview Partners
Texas
$568K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.48B
5
Goldman Sachs
Goldman Sachs
New York
$6.75B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
2001
CIBC World Markets
New York
– -$874K -3,930 Closed
IIM
2002
InTrack Investment Management
Vermont
– -$832K -3,741 Closed
IHL
2003
Investment House LLC
California
– -$820K -3,688 Closed
ASFA
2004
All Season Financial Advisors
Colorado
– -$796K -3,579 Closed
BAS
2005
Brown Advisory Securities
Maryland
– -$790K -3,552 Closed
WAAG
2006
Wealth Alliance Advisory Group
Kansas
– -$783K -3,520 Closed
GCM
2007
Graham Capital Management
Connecticut
– -$778K -3,500 Closed
MCP
2008
Mirador Capital Partners
California
– -$693K -3,116 Closed
MSCM
2009
McElhenny Sheffield Capital Management
Texas
– -$682K -3,068 Closed
PWM
2010
Peterson Wealth Management
Nevada
– -$680K -3,056 Closed
GI
2011
GAMCO Investors
Connecticut
– -$618K -2,778 Closed
CGIM
2012
Cannon Global Investment Management
Florida
– -$614K -2,759 Closed
IIM
2013
Ironwood Investment Management
Massachusetts
– -$589K -2,646 Closed
TCM
2014
Tandem Capital Management
New Jersey
– -$588K -2,643 Closed
GCM
2015
Goldstream Capital Management
Hong Kong
– -$561K -2,520 Closed
GP
2016
Geneva Partners
Wisconsin
– -$549K -2,466 Closed
LC
2017
Legacy CG
Texas
– -$544K -2,447 Closed
AS
2018
Altshuler Shaham
Israel
– -$531K -2,388 Closed
TFA
2019
Teamwork Financial Advisors
Texas
– -$528K -2,372 Closed
LAM
2020
LifePro Asset Management
California
– -$521K -2,344 Closed
KC
2021
Kingfisher Capital
North Carolina
– -$520K -2,338 Closed
BCM
2022
Bienville Capital Management
New York
– -$514K -2,310 Closed
WSCM
2023
Wellington Shields Capital Management
New York
– -$487K -2,189 Closed
SAM
2024
Southernsun Asset Management
Tennessee
– -$482K -2,169 Closed
CP
2025
Camelot Portfolios
Ohio
– -$454K -2,043 Closed
79 80
81
82 83