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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 %
BRWA
676
B. Riley Wealth Advisors
Florida
$3.19M +$3.19M +14,780 New
HCA
677
Harbour Capital Advisors
Virginia
$3.19M -$81.8K -370 -3%
EB
678
Eastern Bank
Massachusetts
$3.18M +$240K +1,114 +8%
AIM
679
Acropolis Investment Management
Missouri
$3.16M – – –
MWM
680
Mission Wealth Management
California
$3.15M +$466K +2,159 +17%
BFPW
681
BOK Financial Private Wealth
Colorado
$3.14M -$131K -605 -4%
FMC
682
First Merchants Corp
Indiana
$3.14M -$510K -2,363 -14%
MAS
683
MPWM Advisory Solutions
Georgia
$3.12M +$119K +550 +4%
MS
684
Maven Securities
Jersey
$3.12M +$2.87M +13,301 +1,165%
BWM
685
BankPlus Wealth Management
Mississippi
$3.11M +$1.08M +5,026 +54%
SIM
686
Strategic Investment Management
Virginia
$3.11M +$598K +2,770 +24%
WB
687
West Bancorporation
Iowa
$3.1M -$247K -1,143 -7%
SVWAG
688
Sound View Wealth Advisors Group
Georgia
$3.09M +$61.7K +286 +2%
CAM
689
Cozad Asset Management
Illinois
$3.09M -$99.7K -462 -3%
HAM
690
Harmony Asset Management
Arizona
$3.09M -$47.5K -220 -2%
MWM
691
Meridian Wealth Management
Kentucky
$3.08M -$9.76M -45,219 -76%
MWP
692
MYCIO Wealth Partners
Pennsylvania
$3.07M -$612K -2,837 -17%
TA
693
TFB Advisors
Kansas
$3.07M +$91.3K +423 +3%
LGW
694
Leslie Global Wealth
Illinois
$3.06M +$510K +2,364 +20%
RWMG
695
Redwood Wealth Management Group
New Jersey
$3.05M +$84.8K +393 +3%
PAG
696
Private Advisory Group
Washington
$3.04M +$3.04M +14,094 New
BHIA
697
Birch Hill Investment Advisors
Massachusetts
$3.03M -$88.3K -409 -3%
SHF
698
Safe Harbor Fiduciary
Florida
$3.03M +$3.02M +14,017 +127,427%
SHFP
699
Second Half Financial Partners
Florida
$3.03M +$342K +1,586 +13%
RA
700
Resolute Advisors
California
$3.02M +$3.67K +17 +0.1%
26 27
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