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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 %
LT
726
Legacy Trust
Michigan
$2.75M -$3.98M -18,463 -59%
AI
727
Auour Investments
Massachusetts
$2.74M -$191K -887 -7%
RW
728
REDW Wealth
New Mexico
$2.73M +$25K +116 +0.9%
GWMR
729
GC Wealth Management RIA
Massachusetts
$2.73M +$8.42K +39 +0.3%
BFG
730
Bouchey Financial Group
New York
$2.73M – – –
AWM
731
Apollon Wealth Management
South Carolina
$2.71M -$223K -1,032 -8%
SFG
732
Seamount Financial Group
Colorado
$2.71M +$371K +1,719 +16%
TWM
733
Tanager Wealth Management
United Kingdom
$2.7M +$1.99M +9,209 +278%
TF
734
Tandem Financial
Colorado
$2.69M +$1.67M +7,738 +163%
QWM
735
Quadcap Wealth Management
Texas
$2.69M +$69.9K +324 +3%
WS
736
Wedbush Securities
California
$2.68M -$376K -1,744 -12%
CAAM
737
Cornerstone Advisors Asset Management
Pennsylvania
$2.66M +$676K +3,131 +34%
LF
738
LifeSteps Financial
California
$2.66M +$22.4K +104 +0.9%
PWM
739
Pines Wealth Management
North Carolina
$2.66M +$27.9K +125 +1%
CFA
740
Cahill Financial Advisors
Minnesota
$2.65M +$5.83K +27 +0.2%
DE
741
Diversified Enterprises
Delaware
$2.64M -$452K -2,094 -15%
LIM
742
Leavell Investment Management
Alabama
$2.64M -$7.34K -34 -0.3%
AUB
743
Atlantic Union Bankshares
Virginia
$2.64M +$2.21M +10,246 +516%
ATWA
744
Arbor Trust Wealth Advisors
Michigan
$2.64M -$38.2K -177 -1%
CCA
745
Cadent Capital Advisors
Oklahoma
$2.63M +$2.63M +12,181 New
AIMC
746
Alley Investment Management Company
Illinois
$2.63M – – –
NEAM
747
New England Asset Management
Connecticut
$2.62M -$306K -1,420 -10%
WPC
748
Wedmont Private Capital
Pennsylvania
$2.62M -$89.9K -402 -3%
QCG
749
Quadrant Capital Group
Ohio
$2.61M +$155K +717 +6%
GFP
750
Gryphon Financial Partners
Ohio
$2.61M +$175K +811 +7%
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