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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
DL
2501
DOHJ LLC
Washington
-$266K -1,400 Closed
SIC
2502
Sterling Investment Counsel
New York
-$301K -1,394 Closed
IPW
2503
Impact Partnership Wealth
Georgia
-$290K -1,343 Closed
AWM
2504
Alterna Wealth Management
Texas
-$285K -1,320 Closed
Members Trust
2505
Members Trust
Florida
-$284K -1,316 Closed
LTI
2506
Laffer Tengler Investments
Tennessee
-$282K -1,305 Closed
VAM
2507
Vienna Asset Management
California
-$276K -1,277 Closed
MCM
2508
Morton Capital Management
California
-$273K -1,265 Closed
BWM
2509
Bulltick Wealth Management
Florida
-$262K -1,212 Closed
ALA
2510
Atlas Legacy Advisors
California
-$259K -1,199 Closed
VBWMG
2511
Von Berge Wealth Management Group
California
-$258K -1,155 Closed
SWGC
2512
Summit Wealth Group (Colorado)
Colorado
-$248K -1,150 Closed
LWMM
2513
Legacy Wealth Management (Mississippi)
Mississippi
-$240K -1,111 Closed
ACI
2514
Alpha Cubed Investments
California
-$234K -1,085 Closed
MAM
2515
MMA Asset Management
Pennsylvania
-$230K -1,066 Closed
CWA
2516
Cascade Wealth Advisors
Washington
-$233K -1,058 Closed
RB
2517
Renasant Bank
Mississippi
-$227K -1,051 Closed
IIA
2518
Integrity Investment Advisors
Colorado
-$223K -1,032 Closed
JWS
2519
Juncture Wealth Strategies
Arizona
-$218K -1,008 Closed
BFM
2520
Boothbay Fund Management
New York
-$216K -1,000 Closed
SF
2521
SWP Financial
California
-$208K -966 Closed
UWM
2522
USAdvisors Wealth Management
Minnesota
-$204K -948 Closed
VHAM
2523
Van Hulzen Asset Management
California
-$203K -939 Closed
NA
2524
Novus Advisors
South Carolina
-$201K -930 Closed
PSFG
2525
Park Square Financial Group
Georgia
-$201K -930 Closed

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.