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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
SWP
351
Strategic Wealth Partners
Ohio
$10.6M +$1.73M +7,518 +21%
NAS
352
NWF Advisory Services
California
$10.5M +$476K +2,076 +5%
RSWM
353
Robertson Stephens Wealth Management
California
$10.3M +$1.64M +7,161 +20%
FLPIM
354
F.L. Putnam Investment Management
Massachusetts
$10.3M +$195K +851 +2%
GC
355
Gilbert & Cook
Iowa
$10.3M -$442K -1,925 -4%
XF
356
XML Financial
Maryland
$10.2M +$145K +630 +2%
CI
357
Conning Inc
Connecticut
$10M -$2.16M -9,415 -18%
DWP
358
Daymark Wealth Partners
Ohio
$10M -$158K -688 -2%
HWM
359
Horizon Wealth Management
Illinois
$10M +$9.5M +41,412 New
FBB
360
Fulton Breakefield Broenniman
Maryland
$9.98M -$240K -1,045 -2%
FNT
361
First National Trust
Pennsylvania
$9.9M +$55.5K +242 +0.6%
DPI
362
Diversified Portfolios Inc
Michigan
$9.87M -$4.13K -18 -0%
PIP
363
Palisades Investment Partners
California
$9.78M +$9.28M +40,433 New
VA
364
VestGen Advisors
Illinois
$9.76M -$3.37M -14,700 -27%
HCM
365
Howard Capital Management
Georgia
$9.74M -$71.8K -313 -0.8%
BFS
366
Bradley Foster & Sargent
Connecticut
$9.73M +$524K +2,282 +6%
MWP
367
Meridian Wealth Partners
Pennsylvania
$9.7M -$105K -456 -1%
SAI
368
Systematic Alpha Investments
New Jersey
$9.68M
HP
369
Harvey Partners
New York
$9.68M
PVI
370
Pine Valley Investments
New Jersey
$9.61M -$66.8K -291 -0.7%
CBB
371
Citizens Business Bank
California
$9.61M +$1.25M +5,456 +16%
GWM
372
Geneos Wealth Management
Colorado
$9.5M +$989K +4,309 +12%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$9.5M +$875K +3,812 +11%
SBH
374
Segall Bryant & Hamill
Illinois
$9.5M +$2.7M +11,749 +43%
CANC
375
Culbertson A N & Co
Virginia
$9.39M +$12.8K +56 +0.1%

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.