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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 %
CGPCS
501
Capital Group Private Client Services
California
$5.36M +$1.65M +7,640 +44%
MA
502
Mutual Advisors
Nebraska
$5.35M +$528K +2,351 +11%
PCIA
503
Prime Capital Investment Advisors
Kansas
$5.31M -$3.06M -14,190 -37%
CH
504
Canton Hathaway
Rhode Island
$5.26M +$3.88K +18 +0.1%
FPAS
505
Focus Partners Advisor Solutions
Missouri
$5.19M +$107K +496 +2%
IAMOG
506
Investors Asset Management of Georgia
Georgia
$5.18M -$1.19M -5,529 -19%
EWA
507
Evolution Wealth Advisors
Florida
$5.16M -$258K -1,196 -5%
BCI
508
Brinker Capital Investments
Pennsylvania
$5.13M +$1.59M +7,385 +45%
SI
509
Symmetry Investments
Jersey
$5.12M -$2.84M -13,171 -36%
SWRP
510
Summit Wealth & Retirement Planning
California
$5.09M -$649K -3,007 -11%
SCM
511
Stordahl Capital Management
Colorado
$5.08M -$566K -2,625 -10%
State of Wisconsin Investment Board
512
State of Wisconsin Investment Board
Wisconsin
$5.07M -$201K -933 -4%
GF
513
Gries Financial
Ohio
$5.04M -$5.83K -27 -0.1%
TCOT
514
Trust Company of Toledo
Ohio
$4.99M +$4.99M +23,147 New
MC
515
Mount Capital
United Kingdom
$4.98M – – –
HB
516
Horizon Bancorp
Indiana
$4.93M +$239K +1,109 +5%
AC
517
Addenda Capital
Quebec, Canada
$4.91M +$54K +250 +1%
RPSA
518
Richard P. Slaughter Associates
Texas
$4.87M +$4.87M +22,560 New
FWA
519
FSC Wealth Advisors
New York
$4.86M +$3.92M +18,157 +417%
CA
520
CoreCap Advisors
Michigan
$4.86M +$115K +533 +2%
NFC
521
Northeast Financial Consultants
Connecticut
$4.84M +$106K +490 +2%
CWM
522
C2C Wealth Management
Arizona
$4.84M -$83.9K -389 -2%
WIA
523
World Investment Advisors
California
$4.8M +$1.25M +5,781 +35%
AFS
524
Amtrust Financial Services
New York
$4.79M – – –
NG
525
Novem Group
New York
$4.79M +$1.01M +4,663 +27%
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