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iShares Russell 2000 ETF

2,429 hedge funds and large institutions have $65.9B invested in iShares Russell 2000 ETF in 2025 Q3 according to their latest regulatory filings, with 222 funds opening new positions, 799 increasing their positions, 964 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 114

6% more funds holding in top 10

Funds holding in top 10: 152161 (+9)

3% more funds holding

Funds holding: 2,3622,429 (+67)

4% more capital invested

Capital invested by funds: $63.4B → $65.9B (+$2.51B)

4.12% less ownership

Funds ownership: 98.99%94.87% (-4.1%)

17% less repeat investments, than reductions

Existing positions increased: 799 | Existing positions reduced: 964

59% less call options, than puts

Call options by funds: $51.4B | Put options by funds: $126B

Holders
2,429
Holders Change
+67
Holders Change %
+2.84%
% of All Funds
31.88%
Holding in Top 10
161
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.92%
% of All Funds
2.11%
New
222
Increased
799
Reduced
964
Closed
114
Calls
$51.4B
Puts
$126B
Net Calls
-$74.4B
Net Calls Change
-$18.9B
Name Holding Trade Value Shares
Change
Change in
Stake
AB
226
ANB Bank
Colorado
$20.2M +$15.7M +68,552 +462%
JWCA
227
J.W. Cole Advisors
Florida
$19.9M +$442K +1,926 +2%
ANB
228
Amarillo National Bank
Texas
$19.8M -$768K -3,346 -4%
OAM
229
Oppenheimer Asset Management
New York
$19.7M -$513K -2,234 -3%
GT
230
Glenview Trust
Kentucky
$19.7M -$229K -998 -1%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$19.6M +$1.31M +5,709 +8%
GWAM
232
Guardian Wealth Advisors (Minnesota)
Minnesota
$19.4M +$68.6K +299 +0.4%
BFP
233
Brewster Financial Planning
New York
$19.3M +$134K +586 +0.7%
HWA
234
Hillcrest Wealth Advisors
New Jersey
$19.2M -$679K -2,960 -4%
DAS
235
Dynamic Advisor Solutions
Arizona
$18.8M +$1.78M +7,749 +11%
BCM
236
BTC Capital Management
Iowa
$18.7M +$324K +1,411 +2%
IUHSA
237
Itau Unibanco Holding S.A.
Brazil
$18.6M +$17.7M +77,077 New
BAM
238
Blueshift Asset Management
New Jersey
$18.6M -$10.2M -44,622 -37%
LGWM
239
Litman Gregory Wealth Management
California
$18.1M -$243K -1,061 -1%
WB
240
WesBanco Bank
West Virginia
$18.1M -$740K -3,227 -4%
TRCT
241
Tower Research Capital (TRC)
New York
$18M -$23.4M -101,958 -58%
BFG
242
Baron Financial Group
New Jersey
$17.9M -$58.3K -254 -0.3%
DAS
243
Diversify Advisory Services
Utah
$17.9M +$259K +1,128 +2%
SL
244
Salomon & Ludwin
Virginia
$17.8M +$722K +3,147 +5%
BPA
245
Beacon Pointe Advisors
California
$17.8M -$1.92M -8,363 -10%
PA
246
Pinnacle Associates
New York
$17.7M -$7.11K -31 -0%
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$17.7M +$13.3K +58 +0.1%
JRP
248
Jasper Ridge Partners
California
$17.6M
CA
249
Crewe Advisors
Utah
$17.5M -$147K -642 -0.9%
KCM
250
Kanawha Capital Management
Virginia
$17.5M -$77.3K -337 -0.5%

IWM Hedge Fund Activity: Q3 2025 in Review

2,429 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2025, worth a combined $65.9B — up 4% from $63.4B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new IWM positions and 114 closed out — a net gain of 108 holders — while 799 added to existing stakes and 964 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $451M. The largest seller was Goldman Sachs, cutting an estimated $1.57B.

  • 2,429 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2025, up from 2,362 in Q2 2025.
  • Funds reported $65.9B of iShares Russell 2000 ETF stock for Q3 2025, up 4% quarter-over-quarter.
  • 222 funds opened new iShares Russell 2000 ETF positions in Q3 2025 and 114 closed out, a net change of +108 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $451M added.
  • The largest iShares Russell 2000 ETF seller in Q3 2025 was Goldman Sachs, an estimated $1.57B sold.

Based on aggregated 13F filings for Q3 2025.