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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 %
ATC
401
Argent Trust Co
Tennessee
$7.32M +$1.21M +5,588 +20%
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.26M -$3.97M -18,400 -35%
CMBA
403
C.M. Bidwell & Associates
Hawaii
$7.24M +$33.4K +155 +0.5%
MWM
404
Modern Wealth Management
Kansas
$7.24M +$271K +1,256 +4%
PAM
405
Palisade Asset Management
Minnesota
$7.19M -$55K -255 -0.8%
AG
406
Ascent Group
Virginia
$7.15M +$4.32M +20,008 +153%
AWE
407
Avidian Wealth Enterprises
Texas
$7.13M -$73.8K -342 -1%
DFA
408
DHJJ Financial Advisors
Illinois
$7.12M -$58.5K -271 -0.8%
NCG
409
Newport Capital Group
New Jersey
$7.06M +$201K +932 +3%
BP
410
Ballentine Partners
Massachusetts
$7.04M -$257K -1,189 -4%
GCWM
411
Guided Capital Wealth Management
Texas
$7M -$60K -278 -0.9%
IIM
412
Ironwood Investment Management
Massachusetts
$6.99M -$551K -2,552 -7%
SG
413
StoneX Group
New York
$6.98M +$2.32M +10,753 +50%
IA
414
IFG Advisory
Georgia
$6.95M +$103K +479 +2%
KA
415
Klingman & Associates
New York
$6.92M -$10.6K -49 -0.2%
HCM
416
Helios Capital Management
Singapore
$6.91M +$6.91M +32,000 New
BCWM
417
Bartlett & Co Wealth Management
Ohio
$6.9M -$31.1K -144 -0.4%
DBIA
418
Dumont & Blake Investment Advisors
New Jersey
$6.9M -$38.8K -180 -0.6%
CBT
419
Central Bank & Trust
Kentucky
$6.9M -$967K -4,481 -12%
RG
420
Rathbones Group
United Kingdom
$6.87M +$174K +805 +3%
CIAS
421
Capital Investment Advisory Services
North Carolina
$6.83M -$399K -1,851 -6%
FSC
422
Full Sail Capital
Oklahoma
$6.73M +$1.56M +7,223 +30%
FCBT
423
First Citizens Bank & Trust
North Carolina
$6.71M -$466K -2,160 -6%
KV
424
Kickstand Ventures
New York
$6.71M +$5.92M +27,436 +751%
DRP
425
Decker Retirement Planning
Utah
$6.67M +$6.67M +30,897 New
15 16
17
18 19