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 %
JWM
576
Jacksonville Wealth Management
Florida
$4.2M +$331K +1,532 +9%
AWC
577
Abundance Wealth Counselors
Pennsylvania
$4.2M -$232K -1,074 -5%
MAM
578
Marquette Asset Management
Minnesota
$4.19M -$72.3K -335 -2%
AAM
579
Aureus Asset Management
Massachusetts
$4.17M -$5.83K -27 -0.1%
OR
580
Olympiad Research
Connecticut
$4.17M +$4.17M +19,306 New
TBWA
581
Three Bridge Wealth Advisors
California
$4.15M – – –
FTS
582
Fifth Third Securities
Ohio
$4.13M -$134K -619 -3%
LFAS
583
Level Four Advisory Services
Texas
$4.12M -$2.94M -13,641 -42%
TWP
584
TFO Wealth Partners
Ohio
$4.11M +$20.7K +96 +0.5%
OIA
585
OneDigital Investment Advisors
Kansas
$4.09M +$1.02M +4,743 +33%
AP
586
Appleton Partners
Massachusetts
$4.08M -$104K -480 -2%
NW
587
NewEdge Wealth
Pennsylvania
$4.07M +$23.3K +106 +0.6%
RCAG
588
Rehmann Capital Advisory Group
Michigan
$4.07M +$786K +3,642 +24%
WAS
589
Wealth Advisory Solutions
Indiana
$4.06M +$34.7K +161 +0.9%
AF
590
Apexium Financial
Texas
$4.05M +$1.26M +5,824 +45%
AWA
591
Aaron Wealth Advisors
Illinois
$4.05M +$103K +475 +3%
IAS
592
Insigneo Advisory Services
Florida
$4.05M -$173K -800 -4%
FWP
593
FAS Wealth Partners
Kansas
$4.04M -$406K -1,883 -9%
RA
594
Rockingstone Advisors
Massachusetts
$4.01M -$803K -3,720 -17%
WP
595
Wealthspan Partners
Iowa
$3.98M +$987K +4,574 +33%
Principal Financial Group
596
Principal Financial Group
Iowa
$3.98M +$309K +1,431 +8%
CNBT
597
Canandaigua National Bank & Trust
New York
$3.97M -$66K -306 -2%
CA
598
Calton & Associates
Florida
$3.94M +$94.5K +438 +2%
SFG
599
Sunburst Financial Group
Alabama
$3.94M – – –
CBT
600
Crews Bank & Trust
Florida
$3.93M +$9.28K +43 +0.2%
22 23
24
25 26