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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,326 hedge funds and large institutions have $63.2B invested in iShares Russell 2000 ETF in 2025 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 728 increasing their positions, 998 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,326
Holders Change
-6
Holders Change %
-0.26%
% of All Funds
31.18%
Holding in Top 10
149
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.59%
% of All Funds
2%
New
196
Increased
728
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
+$985M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$461M
4
DCP
Durable Capital Partners
Maryland
+$288M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$269M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.15B
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$760M
3
Goldman Sachs
Goldman Sachs
New York
-$696M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$668M
5
Morgan Stanley
Morgan Stanley
New York
-$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
MT
351
Midwest Trust
Kansas
$8.79M +$8.79M +40,729 New
FNT
352
First National Trust
Pennsylvania
$8.78M +$608K +2,816 +7%
HCM
353
Howard Capital Management
Georgia
$8.76M -$62.8K -291 -0.7%
MWP
354
Meridian Wealth Partners
Pennsylvania
$8.75M +$120K +555 +1%
BTW
355
Boston Trust Walden
Massachusetts
$8.71M +$6.73M +31,180 +339%
TI
356
Tidal Investments
Wisconsin
$8.7M +$7.24M +33,535 +493%
SAI
357
Systematic Alpha Investments
New Jersey
$8.63M – – –
HP
358
Harvey Partners
New York
$8.63M +$8.63M +40,000 New
SW
359
SVB Wealth
Massachusetts
$8.56M +$8.56M +39,660 New
MWP
360
Moller Wealth Partners
$8.52M -$29.8K -138 -0.3%
LJCM
361
Lee Johnson Capital Management
Texas
$8.47M +$8.47M +39,231 New
CANC
362
Culbertson A N & Co
Virginia
$8.36M -$94.5K -438 -1%
IFO
363
Independent Family Office
New York
$8.28M – – –
CAM
364
Carret Asset Management
New York
$8.26M +$82.2K +381 +1%
GPW
365
Gray Private Wealth
Massachusetts
$8.25M +$116K +537 +1%
Thrivent Financial for Lutherans
366
Thrivent Financial for Lutherans
Minnesota
$8.24M -$8.93M -41,377 -52%
PFBT
367
Parkside Financial Bank & Trust
Missouri
$8.23M +$62.8K +291 +0.8%
FF
368
Fluent Financial
Texas
$8.18M -$134K -621 -2%
BFS
369
Bradley Foster & Sargent
Connecticut
$8.18M +$974K +4,512 +14%
RFM
370
Royal Fund Management
Florida
$8.07M +$162K +750 +2%
RSVP
371
Ramsay Stattman Vela & Price
Colorado
$8.01M -$399K -1,847 -5%
ACB
372
Aristotle Capital Boston
Massachusetts
$7.99M +$1.36M +6,325 +21%
AFG
373
Atomi Financial Group
New York
$7.99M -$1.3M -6,004 -14%
PWAM
374
Private Wealth Asset Management
Iowa
$7.98M +$768K +3,558 +11%
RWB
375
RMR Wealth Builders
New Jersey
$7.96M +$57.8K +268 +0.7%
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