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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 %
WIA
551
Wealthedge Investment Advisors
New York
$4.54M -$367K -1,702 -7%
RA
552
Royce & Associates
New York
$4.53M +$281K +1,300 +7%
BRM
553
Boston Research & Management
Massachusetts
$4.53M -$7.12K -33 -0.2%
FA
554
Flagstar Advisors
New York
$4.51M -$847K -3,923 -16%
CW
555
CreativeOne Wealth
Kansas
$4.51M -$334K -1,546 -7%
CWM
556
Connecticut Wealth Management
Connecticut
$4.48M -$1.17M -5,402 -21%
BHBT
557
Burke & Herbert Bank & Trust
Virginia
$4.47M -$39.3K -182 -0.9%
CPSAC
558
Chas P. Smith & Associates (CPS)
Florida
$4.46M +$431K +1,995 +11%
WIM
559
WealthPlan Investment Management
Nebraska
$4.43M -$549K -2,544 -11%
SC
560
Steph & Co
Wisconsin
$4.4M +$459K +2,128 +12%
CAMG
561
CWA Asset Management Group
Florida
$4.39M +$332K +1,538 +8%
HIP
562
HUB Investment Partners
Texas
$4.38M -$445K -2,061 -9%
FWIA
563
Fort Washington Investment Advisors
Ohio
$4.37M -$1.17M -5,423 -21%
BWA
564
Beam Wealth Advisors
Louisiana
$4.37M -$43.2K -200 -1%
FMTC
565
Farmers & Merchants Trust Company
California
$4.36M +$134K +622 +3%
FPCP
566
Fort Point Capital Partners
California
$4.36M -$465K -2,156 -10%
ACM
567
AUA Capital Management
Pennsylvania
$4.35M -$8.85K -41 -0.2%
KWM
568
Kingsview Wealth Management
Oregon
$4.35M -$171K -793 -4%
SIM
569
SSI Investment Management
California
$4.33M +$4.33M +20,068 New
SWM
570
Spire Wealth Management
Virginia
$4.31M -$2.38M -11,032 -36%
BWP
571
BSW Wealth Partners
Colorado
$4.3M -$1.2M -5,580 -22%
MLIC
572
Mandatum Life Insurance Company
Finland
$4.3M +$928K +4,300 +28%
WWC
573
Waypoint Wealth Counsel
Georgia
$4.22M -$145K -674 -3%
CPBTD
574
Central Pacific Bank - Trust Division
Hawaii
$4.2M +$1.51M +6,994 +56%
PCM
575
Politan Capital Management
New York
$4.2M -$3.57M -16,535 -46%
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