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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,325 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, 997 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,325
Holders Change
-6
Holders Change %
-0.26%
% 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
196
Increased
728
Reduced
997
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 %
BPWM
376
Badgley Phelps Wealth Managers
Washington
$7.92M +$178K +825 +2%
EWM
377
Evercore Wealth Management
New York
$7.87M -$246K -1,138 -3%
SWP
378
Strategic Wealth Partners
Ohio
$7.84M +$7.84M +36,354 New
OC
379
Oppenheimer & Co
New York
$7.81M -$1.84M -8,527 -19%
LFG
380
Larson Financial Group
Missouri
$7.72M -$15.8M -73,209 -67%
RSWM
381
Robertson Stephens Wealth Management
California
$7.68M -$3.05M -14,134 -28%
CSP
382
Cary Street Partners
Virginia
$7.67M +$1.96M +9,069 +34%
CFA
383
Capstone Financial Advisors
Illinois
$7.65M +$1.69M +7,824 +28%
CWM
384
Congress Wealth Management
Massachusetts
$7.65M +$984K +4,559 +15%
OSAM
385
O'Shaughnessy Asset Management
Connecticut
$7.65M -$574K -2,661 -7%
SC
386
Sierra Capital
Florida
$7.6M -$1.38M -6,374 -15%
KHCM
387
Kettle Hill Capital Management
New York
$7.58M +$223K +1,035 +3%
GWM
388
Geneos Wealth Management
Colorado
$7.54M -$5.92M -27,442 -44%
LL
389
LPWM LLC
Minnesota
$7.53M +$656K +3,039 +10%
ECM
390
Evergreen Capital Management
Washington
$7.53M +$207K +960 +3%
BCM
391
Becker Capital Management
Oregon
$7.52M -$87.2K -404 -1%
JIR
392
James Investment Research
Ohio
$7.48M -$123K -570 -2%
NB
393
NBT Bank
New York
$7.48M -$196K -907 -3%
CPIG
394
Chicago Partners Investment Group
Illinois
$7.47M +$196K +864 +3%
AIM
395
Aspen Investment Management
Michigan
$7.43M +$481K +2,227 +7%
SLT
396
St Louis Trust
Missouri
$7.41M -$27.2K -126 -0.4%
CBB
397
Citizens Business Bank
California
$7.39M +$1.11M +5,135 +18%
CWP
398
Corepath Wealth Partners
Arizona
$7.35M -$90.6K -406 -1%
HCM
399
Highbridge Capital Management
New York
$7.34M -$93.7M -434,138 -93%
SCA
400
Snowden Capital Advisors
New York
$7.32M +$2.79M +12,927 +62%
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