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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
RAM
2526
Riggs Asset Management
Pennsylvania
-$188K -873 Closed
WTFG
2527
Wood Tarver Financial Group
Idaho
-$149K -694 Closed
GWM
2528
Gitterman Wealth Management
New Jersey
-$108K -499 Closed
OW
2529
Olistico Wealth
Oklahoma
-$91.3K -423 Closed
CIA
2530
Cape Investment Advisory
Georgia
-$80.1K -371 Closed
SC
2531
Stephens Consulting
Michigan
-$72.3K -335 Closed
TPWA
2532
Twin Peaks Wealth Advisors
California
-$68.5K -302 Closed
BIG
2533
Brooklyn Investment Group
New York
-$32.4K -150 Closed
CM
2534
Capula Management
Cayman Islands
-$34.4K -150 Closed
PP
2535
Pingora Partners
Wyoming
-$32.4K -150 Closed
OWA
2536
Opal Wealth Advisors
New York
-$28.3K -131 Closed
KIM
2537
Kestra Investment Management
Texas
-$21.5K -108 Closed
LWMI
2538
Legacy Wealth Management (Idaho)
Idaho
-$23.1K -107 Closed
T
2539
Transce3nd
Texas
-$22.5K -104 Closed
MWM
2540
MorganRosel Wealth Management
Colorado
-$21.6K -100 Closed
RI
2541
Ridgewood Investments
New Jersey
-$17.9K -83 Closed
MLA
2542
MB, Levis & Associates
Pennsylvania
-$14.5K -67 Closed
PFG
2543
Putney Financial Group
California
-$12.9K -60 Closed
MAWAG
2544
Mid-American Wealth Advisory Group
Missouri
-$10.6K -49 Closed
TAM
2545
Tucker Asset Management
Colorado
-$10.4K -48 Closed
EWM
2546
Evolution Wealth Management
Florida
-$3.45K -16 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.