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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 %
HTC
526
Haverford Trust Company
Pennsylvania
$4.78M +$2.25M +10,449 +89%
ACA
527
Aptus Capital Advisors
Alabama
$4.78M +$3.88K +18 +0.1%
EGA
528
E&G Advisors
Texas
$4.77M +$66.9K +310 +1%
CCB
529
Country Club Bank
Missouri
$4.77M -$574K -2,665 -11%
Russell Investments Group
530
Russell Investments Group
United Kingdom
$4.74M +$486K +2,252 +11%
CGA
531
Crescent Grove Advisors
Illinois
$4.73M -$169K -783 -3%
USB
532
Union Savings Bank
Connecticut
$4.72M +$7.02K +32 +0.1%
YCM
533
Yost Capital Management
Texas
$4.7M +$232K +1,077 +5%
MFG
534
Merit Financial Group
Georgia
$4.68M -$798K -3,698 -15%
MYIA
535
Mount Yale Investment Advisors
Colorado
$4.66M +$229K +1,060 +5%
RIM
536
Redwood Investment Management
Arizona
$4.65M -$96.4M -446,624 -95%
BFWA
537
Benchmark Financial Wealth Advisors
Florida
$4.65M +$88.3K +409 +2%
HI
538
Harbour Investments
Wisconsin
$4.64M +$364K +1,689 +9%
Loomis, Sayles & Company
539
Loomis, Sayles & Company
Massachusetts
$4.64M -$10.6M -49,000 -69%
WAP
540
Wealthcare Advisory Partners
Pennsylvania
$4.64M +$130K +601 +3%
C
541
Certuity
Florida
$4.63M +$503K +2,330 +12%
SJIM
542
St. Johns Investment Management
Florida
$4.61M -$17.9K -83 -0.4%
OHWP
543
Oak Harbor Wealth Partners
North Carolina
$4.6M +$219K +1,013 +5%
TTWM
544
TCV Trust & Wealth Management
Virginia
$4.59M +$40.6K +188 +0.9%
WJWM
545
Williams Jones Wealth Management
New York
$4.59M -$318K -1,473 -6%
PWMG
546
Pinnacle Wealth Management Group
Michigan
$4.58M +$200K +926 +5%
PTC
547
Private Trust Company
Ohio
$4.57M -$54.4K -252 -1%
AWM
548
AE Wealth Management
Kansas
$4.56M -$467K -2,165 -9%
AWA
549
Arkadios Wealth Advisors
Georgia
$4.55M -$3.31M -15,337 -42%
BAWM
550
Bennett Associates Wealth Management
Pennsylvania
$4.55M +$270K +1,249 +6%
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