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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 %
CWA
626
Consilium Wealth Advisory
Texas
$3.55M +$3.55M +16,453 New
SC
627
Scotia Capital
Ontario, Canada
$3.55M -$1.44M -6,679 -29%
DA
628
Doliver Advisors
Texas
$3.55M -$35.4K -164 -1%
PP
629
Patten & Patten
Tennessee
$3.54M -$257K -1,191 -7%
SPFA
630
Summit Place Financial Advisors
New Jersey
$3.53M +$200K +925 +6%
SEI Investments
631
SEI Investments
Pennsylvania
$3.52M -$1.49M -6,882 -30%
TAM
632
Tocqueville Asset Management
New York
$3.52M +$1.05M +4,846 +42%
PMA
633
Prudent Man Advisors
Illinois
$3.51M -$4.53K -21 -0.1%
FB
634
Fulton Bank
Pennsylvania
$3.51M -$36.7K -170 -1%
LAS
635
Legacy Advisory Services
Pennsylvania
$3.51M -$401K -1,856 -10%
ARC
636
Advisor Resource Council
Texas
$3.5M -$1.02M -4,722 -23%
FCH
637
Freestone Capital Holdings
Washington
$3.5M -$280K -1,296 -7%
BAM
638
Belpointe Asset Management
Nevada
$3.48M -$28.9K -134 -0.8%
WF
639
WinCap Financial
Massachusetts
$3.48M +$713K +3,304 +26%
CCT
640
Chemung Canal Trust
New York
$3.47M +$871K +4,038 +34%
FIA
641
Foundations Investment Advisors
Arizona
$3.47M -$3.64M -16,863 -51%
AAIM
642
American Assets Investment Management
California
$3.45M – – –
PMWMG
643
Parr McKnight Wealth Management Group
Minnesota
$3.45M +$165K +764 +5%
CAM
644
Campion Asset Management
Virginia
$3.45M +$17.9K +83 +0.5%
FCM
645
Fire Capital Management
California
$3.44M -$1.92M -8,893 -36%
GC
646
Guggenheim Capital
Illinois
$3.44M -$169K -784 -5%
SA
647
Sincerus Advisory
New York
$3.44M +$159K +710 +5%
WCM
648
WealthBridge Capital Management
Ohio
$3.43M -$422K -1,957 -11%
BPAMU
649
BTG Pactual Asset Management US
New York
$3.42M +$3.42M +15,853 New
WB
650
Webster Bank
Connecticut
$3.41M -$66.7K -309 -2%
24 25
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