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 %
CM
601
Cercano Management
Washington
$3.91M -$2.84M -13,147 -42%
FW
602
Fairway Wealth
Ohio
$3.9M +$2.84M +13,178 +270%
GAG
603
GM Advisory Group
New York
$3.9M -$98.6K -457 -2%
ACM
604
AlphaStar Capital Management
North Carolina
$3.88M +$3.88M +17,994 New
CAGAS
605
Capital Advisory Group Advisory Services
Minnesota
$3.88M -$49.8K -231 -1%
MCM
606
Manchester Capital Management
Vermont
$3.88M -$164K -762 -4%
MIC
607
Meridian Investment Counsel
California
$3.87M +$94.5K +438 +3%
CF
608
Centaurus Financial
California
$3.87M +$158K +730 +4%
CFSG
609
Clark Financial Services Group
Missouri
$3.87M +$39.7K +184 +1%
ET
610
Equitable Trust
Tennessee
$3.83M -$71.2K -330 -2%
CIC
611
Carnegie Investment Counsel
Ohio
$3.83M -$24.8K -115 -0.6%
IJWM
612
Inman Jager Wealth Management
Mississippi
$3.8M -$42.9K -199 -1%
DC
613
Davenport & Co
Virginia
$3.79M +$571K +2,645 +18%
AG
614
AlTi Global
New York
$3.77M -$1.23M -5,723 -25%
AH
615
Addis & Hill
Pennsylvania
$3.77M +$111K +515 +3%
ANC
616
Ames National Corp
Iowa
$3.77M -$121K -563 -3%
SPC
617
Sigma Planning Corp
Michigan
$3.75M -$821K -3,803 -18%
CAG
618
Crestwood Advisors Group
Massachusetts
$3.75M +$153K +709 +4%
HIMC
619
Heritage Investors Management Corp
Maryland
$3.72M -$3.24K -15 -0.1%
PWP
620
Pursue Wealth Partners
California
$3.69M -$1.34M -6,188 -27%
TCA
621
Trifecta Capital Advisors
Illinois
$3.66M +$31.3K +145 +0.9%
PAM
622
Peak Asset Management
Colorado
$3.65M – – –
TCG
623
Transcendent Capital Group
Oklahoma
$3.64M +$3.64M +16,865 New
OA
624
Operose Advisors
Wisconsin
$3.59M +$53.3K +247 +2%
OCM
625
One Capital Management
California
$3.59M +$85.5K +396 +2%
23 24
25
26 27