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

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$902M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$46.1M
3
Goldman Sachs
Goldman Sachs
New York
$4.73B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.04B
5
Morgan Stanley
Morgan Stanley
New York
$4.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
351
First National Trust
Pennsylvania
$8.78M +$608K +2,816 +7%
HCM
352
Howard Capital Management
Georgia
$8.76M -$62.8K -291 -0.7%
MWP
353
Meridian Wealth Partners
Pennsylvania
$8.75M +$120K +555 +1%
BTW
354
Boston Trust Walden
Massachusetts
$8.71M +$6.73M +31,180 +339%
TI
355
Tidal Investments
Wisconsin
$8.7M +$7.24M +33,535 +493%
SAI
356
Systematic Alpha Investments
New Jersey
$8.63M – – –
HP
357
Harvey Partners
New York
$8.63M +$8.63M +40,000 New
SW
358
SVB Wealth
Massachusetts
$8.56M +$8.56M +39,660 New
MWP
359
Moller Wealth Partners
$8.52M -$29.8K -138 -0.3%
LJCM
360
Lee Johnson Capital Management
Texas
$8.47M +$8.47M +39,231 New
CANC
361
Culbertson A N & Co
Virginia
$8.36M -$94.5K -438 -1%
IFO
362
Independent Family Office
New York
$8.28M – – –
CAM
363
Carret Asset Management
New York
$8.26M +$82.2K +381 +1%
GPW
364
Gray Private Wealth
Massachusetts
$8.25M +$116K +537 +1%
Thrivent Financial for Lutherans
365
Thrivent Financial for Lutherans
Minnesota
$8.24M -$8.93M -41,377 -52%
PFBT
366
Parkside Financial Bank & Trust
Missouri
$8.23M +$62.8K +291 +0.8%
FF
367
Fluent Financial
Texas
$8.18M -$134K -621 -2%
BFS
368
Bradley Foster & Sargent
Connecticut
$8.18M +$974K +4,512 +14%
RFM
369
Royal Fund Management
Florida
$8.07M +$162K +750 +2%
RSVP
370
Ramsay Stattman Vela & Price
Colorado
$8.01M -$399K -1,847 -5%
ACB
371
Aristotle Capital Boston
Massachusetts
$7.99M +$1.36M +6,325 +21%
AFG
372
Atomi Financial Group
New York
$7.99M -$1.3M -6,004 -14%
PWAM
373
Private Wealth Asset Management
Iowa
$7.98M +$768K +3,558 +11%
RWB
374
RMR Wealth Builders
New Jersey
$7.96M +$57.8K +268 +0.7%
BPWM
375
Badgley Phelps Wealth Managers
Washington
$7.92M +$178K +825 +2%
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