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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
PFM
251
Patton Fund Management
Texas
$17.5M -$430K -1,876 -3%
SI
252
SimpliFi Inc
California
$17.4M -$362K -1,579 -2%
DT
253
Diversified Trust
Tennessee
$17.4M +$1.24M +5,405 +8%
JCM
254
Jacobi Capital Management
Pennsylvania
$17.2M -$280K -1,222 -2%
SF
255
Summit Financial
New Jersey
$17.1M +$1.68M +7,311 +12%
CIS
256
Connors Investor Services
Pennsylvania
$17.1M -$1.19M -5,178 -7%
LCM
257
LCM Capital Management
Illinois
$16.9M +$45K +196 +0.3%
VCA
258
Verdence Capital Advisors
Maryland
$16.3M +$2.37M +10,332 +19%
PP
259
Prudential plc
United Kingdom
$16.2M +$15.3M +66,750 New
PCP
260
Perbak Capital Partners
United Kingdom
$16.1M +$4.86M +21,193 +47%
TPWA
261
TRUE Private Wealth Advisors
Oregon
$15.9M -$284K -1,238 -2%
DCM
262
Dimension Capital Management
Florida
$15.6M +$14.9K +65 +0.1%
SWA
263
Stratos Wealth Advisors
Ohio
$15.6M -$70.4K -307 -0.5%
RFA
264
RTD Financial Advisors
Pennsylvania
$15.5M -$178K -775 -1%
GKIM
265
GW&K Investment Management
Massachusetts
$15.4M +$3.01M +13,136 +26%
B
266
Bailard
California
$15.4M +$66.1K +288 +0.5%
SMC
267
Smith, Moore & Co
Missouri
$15.4M -$95.9K -418 -0.7%
PCS
268
Personal CFO Solutions
New Jersey
$15.2M +$13.6M +59,446 +1,706%
PGA
269
Portland Global Advisors
Maine
$15.1M -$135K -587 -0.9%
IWC
270
Integrated Wealth Concepts
Massachusetts
$15M -$179K -781 -1%
GS
271
GTS Securities
New York
$15M -$94M -409,798 -87%
PWMAG
272
Pinnacle Wealth Management Advisory Group
New Jersey
$14.9M -$459 -2 -0%
Kayne Anderson Rudnick Investment Management
273
Kayne Anderson Rudnick Investment Management
California
$14.9M -$16.9M -73,815 -54%
UCFA
274
United Capital Financial Advisors
Texas
$14.9M -$145K -632 -1%
SIC
275
Sigma Investment Counselors
Michigan
$14.9M -$310K -1,353 -2%

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.