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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
LPAM
301
Lodestar Private Asset Management
California
$13.2M +$355K +1,545 +3%
AA
302
Argent Advisors
Louisiana
$13.2M +$448K +1,954 +4%
CFO
303
Callan Family Office
Pennsylvania
$13.1M +$551K +2,400 +5%
BFIC
304
Bedell Frazier Investment Counselling
California
$13M +$12.4M +53,888 New
National Bank of Canada
305
National Bank of Canada
Quebec, Canada
$13M -$11.2M -48,652 -48%
CI
306
Cavalier Investments
Georgia
$13M +$11.5M +49,940 +500%
HWM
307
HighMark Wealth Management
Minnesota
$13M -$436K -1,900 -3%
IC
308
IEQ Capital
California
$12.8M -$589K -2,565 -5%
SWM
309
Shepherd Wealth Management
Ohio
$12.7M +$11.9M +51,848 New
ITB
310
Idaho Trust Bank
Idaho
$12.7M +$640K +2,790 +6%
SWM
311
SilverOak Wealth Management
Minnesota
$12.7M +$77.8K +339 +0.7%
ST
312
Sageworth Trust
Pennsylvania
$12.6M -$2.29K -10 -0%
KPWS
313
Kestra Private Wealth Services
Texas
$12.6M -$148K -645 -1%
GRP
314
Global Retirement Partners
California
$12.5M +$91.3K +398 +0.8%
ABWM
315
Alpine Bank Wealth Management
Colorado
$12.5M -$459K -2,000 -4%
ECM
316
Engine Capital Management
New York
$12.4M +$5.74M +25,000 +95%
PFS
317
Prospera Financial Services
Texas
$12.4M +$1.49M +6,477 +15%
NL
318
NEPC LLC
Massachusetts
$12.3M +$1.36M +5,933 +13%
CC
319
Courier Capital
New York
$12.3M +$51.4K +224 +0.4%
LI
320
Latigo Investments
Florida
$12.2M
FG
321
Foster Group
Iowa
$12.2M -$852K -3,714 -7%
RA
322
Rovida Advisors
Florida
$12.2M
HW
323
Hancock Whitney
Mississippi
$12.2M +$1.4M +6,080 +14%
SCM
324
Shapiro Capital Management
Georgia
$12.1M +$8.44M +36,800 +278%
SAM
325
Silvercrest Asset Management
New York
$12M -$3.44M -14,987 -23%

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.