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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 %
SWP
701
Sagespring Wealth Partners
Tennessee
$3.01M -$28.1K -130 -0.9%
RSF
702
Rik Saylor Financial
Ohio
$3M -$45.7K -212 -2%
SIC
703
Salem Investment Counselors
North Carolina
$2.99M -$37.8K -175 -1%
IFWM
704
Institute for Wealth Management
Colorado
$2.99M +$218K +1,010 +8%
GL
705
Graypoint LLC
New York
$2.98M +$165K +763 +6%
BAM
706
Berkshire Asset Management
Pennsylvania
$2.98M – – –
JIC
707
Joel Isaacson & Co
New York
$2.97M -$417K -1,932 -12%
Fuller & Thaler Asset Management
708
Fuller & Thaler Asset Management
California
$2.96M -$1.1M -5,092 -27%
LNWWM
709
Laird Norton Wetherby Wealth Management
California
$2.93M +$2.93M +13,601 New
TFCP
710
Twin Focus Capital Partners
Massachusetts
$2.93M -$2.53M -11,715 -46%
SQA
711
Simon Quick Advisors
New Jersey
$2.92M +$330K +1,530 +13%
VCM
712
Vision Capital Management
Oregon
$2.91M -$5.18K -24 -0.2%
DTC
713
Davidson Trust Company
Washington
$2.9M -$1.94K -9 -0.1%
PG
714
Proffitt & Goodson
Tennessee
$2.89M -$948K -4,394 -25%
RWM
715
RKL Wealth Management
Pennsylvania
$2.89M +$306K +1,420 +12%
GSIAS
716
Garden State Investment Advisory Services
New Jersey
$2.86M -$166K -768 -5%
SCM
717
Shapiro Capital Management
Georgia
$2.85M +$1.3M +6,025 +84%
NHC
718
Nicholas Hoffman & Company
Georgia
$2.85M +$42.7K +198 +2%
VWA
719
Visionary Wealth Advisors
Illinois
$2.82M -$112K -521 -4%
ACA
720
Anchor Capital Advisors
Massachusetts
$2.81M -$487K -2,259 -15%
CB
721
Chris Bulman
California
$2.81M -$2.35M -10,869 -45%
WJA
722
Willis Johnson & Associates
Texas
$2.8M -$55.7K -258 -2%
FA
723
Fountainhead AM
New Jersey
$2.8M +$2.8M +12,967 New
SSA
724
Schonfeld Strategic Advisors
New York
$2.77M +$2.42M +11,206 +686%
GWCM
725
Godshalk Welsh Capital Management
Pennsylvania
$2.75M – – –
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