IWM icon

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 %
BFG
426
Bleakley Financial Group
New Jersey
$6.65M +$67.8K +314 +1%
GSC
427
Ground Swell Capital
South Carolina
$6.65M +$6.65M +30,823 New
FT
428
Fiduciary Trust
Massachusetts
$6.61M -$894K -4,144 -12%
GT
429
Greenleaf Trust
Michigan
$6.61M -$271K -1,257 -4%
JFG
430
JMG Financial Group
Illinois
$6.59M -$315K -1,459 -5%
CIA
431
Caerus Investment Advisors
Texas
$6.58M – – –
AWA
432
AmeriServ Wealth Advisors
Pennsylvania
$6.56M +$6.56M +30,421 New
BWP
433
Burling Wealth Partners
Illinois
$6.56M -$107K -497 -2%
Financial Engines Advisors
434
Financial Engines Advisors
California
$6.52M +$229K +1,060 +4%
CA
435
Cornerstone Advisory
Maryland
$6.51M -$90.4K -419 -1%
MA
436
Montag & Associates
Georgia
$6.49M -$1.9M -8,812 -23%
MMA
437
Miracle Mile Advisors
California
$6.47M +$4.37M +20,229 +207%
RhumbLine Advisers
438
RhumbLine Advisers
Massachusetts
$6.45M -$80.9M -375,093 -93%
NEPWA
439
New England Private Wealth Advisors
Massachusetts
$6.43M +$123K +553 +2%
BBVA
440
Banco Bilbao Vizcaya Argentaria
Spain
$6.42M +$3.76M +17,435 +141%
UW
441
Unique Wealth
Florida
$6.42M +$672K +3,114 +12%
CCFM
442
Clear Creek Financial Management
Washington
$6.41M -$372K -1,722 -5%
CFLC
443
California First Leasing Corp
California
$6.41M – – –
IMPI
444
Ilmarinen Mutual Pension Insurance
Finland
$6.41M – – –
RIM
445
Ryan Investment Management
Colorado
$6.36M +$6.36M +29,488 New
MCCA
446
Mill Creek Capital Advisors
Pennsylvania
$6.36M -$64.7K -300 -1%
NIP
447
Nicholas Investment Partners
California
$6.33M +$6.33M +29,319 New
PA
448
PFW Advisors
Georgia
$6.32M -$245K -1,135 -4%
CCM
449
Coldstream Capital Management
Washington
$6.28M +$511K +2,368 +9%
GIA
450
Gladstone Institutional Advisory
Florida
$6.28M -$1.41M -6,557 -18%
16 17
18
19 20