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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 %
PWPS
651
Pinnacle Wealth Planning Services
Ohio
$3.39M +$520K +2,411 +18%
JIP
652
Jaffetilchin Investment Partners
Florida
$3.39M +$59.6K +276 +2%
FPTW
653
Franklin, Parlapiano, Turner & Welch
Texas
$3.35M – – –
LIA
654
LSP Investment Advisors
New York
$3.34M – – –
FCM
655
Firestone Capital Management
Florida
$3.34M +$11.7K +54 +0.4%
CB
656
Centennial Bank
Arkansas
$3.33M +$556K +2,577 +20%
PCM
657
Prelude Capital Management
New York
$3.32M +$1.44M +6,679 +77%
CA
658
Continuum Advisory
Idaho
$3.32M +$545K +2,527 +20%
KWM
659
Kaydan Wealth Management
Michigan
$3.31M +$494K +2,287 +17%
EWM
660
Evermay Wealth Management
Virginia
$3.3M -$237K -1,100 -7%
GCP
661
Garda Capital Partners
Minnesota
$3.29M -$1.05M -4,878 -24%
HFP
662
Holistic Financial Partners
Indiana
$3.29M -$80.1K -371 -2%
WCFA
663
Walkner Condon Financial Advisors
Wisconsin
$3.28M -$13.4K -62 -0.4%
IAIM
664
International Assets Investment Management
Florida
$3.28M +$572K +2,651 +21%
CWM
665
Cranbrook Wealth Management
Michigan
$3.26M -$18.8K -87 -0.6%
PC
666
Promus Capital
Illinois
$3.24M +$142K +656 +5%
WC
667
Woodstock Corp
Massachusetts
$3.24M -$595K -2,756 -16%
GAM
668
Gotham Asset Management
New York
$3.21M +$972K +4,504 +43%
KWM
669
Keebeck Wealth Management
Illinois
$3.21M – – –
R
670
Rebalance
California
$3.21M +$95.4K +442 +3%
RCM
671
RB Capital Management
Nevada
$3.21M +$15.3K +71 +0.5%
AB
672
ANB Bank
Colorado
$3.2M -$442K -2,046 -12%
AIC
673
Archer Investment Corporation
Indiana
$3.2M -$121K -563 -4%
MFA
674
Mayflower Financial Advisors
Massachusetts
$3.19M -$49.8K -231 -2%
EWA
675
Exencial Wealth Advisors
Oklahoma
$3.19M -$172K -799 -5%
25 26
27
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