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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,324 hedge funds and large institutions have $63.2B invested in iShares Russell 2000 ETF in 2025 Q2 according to their latest regulatory filings, with 195 funds opening new positions, 727 increasing their positions, 998 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,324
Holders Change
-8
Holders Change %
-0.34%
% of All Funds
31.17%
Holding in Top 10
149
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.59%
% of All Funds
2%
New
195
Increased
727
Reduced
998
Closed
155
Calls
$60.8B
Puts
$116B
Net Calls
-$55.5B
Net Calls Change
+$7.07B

Top Buyers

1
Holocene Advisors
1
Holocene Advisors
New York
$1.23B
2
Bank of America
2
Bank of America
North Carolina
$8.02B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.76B
4
DCP
4
Durable Capital Partners
Maryland
$560M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.05B

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$902M
2
Tudor Investment Corp
2
Tudor Investment Corp
Connecticut
$46.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.73B
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.04B
5
Morgan Stanley
5
Morgan Stanley
New York
$4.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Silvercrest Asset Management
New York
$14M +$3.69M +17,116 +36%
SWA
252
Stratos Wealth Advisors
Ohio
$13.9M -$2.63M -12,202 -16%
DCM
253
Dimension Capital Management
Florida
$13.9M +$64.5K +299 +0.5%
SMC
254
Smith, Moore & Co
Missouri
$13.8M -$60.6K -281 -0.4%
SF
255
Summit Financial
New Jersey
$13.7M +$617K +2,857 +5%
B
256
Bailard
California
$13.7M -$528K -2,449 -4%
PGA
257
Portland Global Advisors
Maine
$13.6M -$2.94M -13,605 -18%
SIC
258
Sigma Investment Counselors
Michigan
$13.5M -$422K -1,957 -3%
IWC
259
Integrated Wealth Concepts
Massachusetts
$13.5M -$1.77M -8,182 -12%
FCP
260
Fidelis Capital Partners
Florida
$13.4M +$166K +754 +1%
UCFA
261
United Capital Financial Advisors
Texas
$13.4M -$15.3K -71 -0.1%
PWMAG
262
Pinnacle Wealth Management Advisory Group
New Jersey
$13.3M +$869K +4,028 +7%
SPIA
263
Steward Partners Investment Advisory
New York
$13.3M -$88.3K -409 -0.7%
Man Group
264
Man Group
United Kingdom
$13.3M +$12.2M +56,638 +1,132%
LWANC
265
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.3M +$13.2M +2,852,533 +22,037%
CIA
266
Concurrent Investment Advisors
Florida
$13.2M +$172K +799 +1%
BBPWM
267
Blue Bell Private Wealth Management
Pennsylvania
$13M +$2.17M +10,055 +20%
WW
268
Westshore Wealth
California
$13M -$25.2K -117 -0.2%
SB
269
Simmons Bank
Arkansas
$12.8M -$354K -1,640 -3%
PWM
270
Perigon Wealth Management
California
$12.5M -$1.88M -8,701 -13%
HH
271
Hilltop Holdings
Texas
$12.5M +$3.11M +14,403 +33%
CPCPP
272
Canada Post Corporation Pension Plan
Canada
$12.5M – – –
GF
273
Greenfield FTC
Nevada
$12.4M – – –
NPI
274
New Perspectives Inc
Mississippi
$12.3M -$2.11M -9,773 -15%
LWMT
275
Legacy Wealth Management (Tennessee)
Tennessee
$12.1M -$535K -2,478 -4%
9 10
11
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