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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 %
CWM
751
Chesapeake Wealth Management
Virginia
$2.61M +$23.7K +110 +0.9%
LP
752
LGL Partners
Pennsylvania
$2.6M +$6.82K +31 +0.3%
BFC
753
Bedel Financial Consulting
Indiana
$2.6M -$137K -635 -5%
BEI
754
Benjamin Edwards Inc
Missouri
$2.59M -$4.96K -23 -0.2%
FMWA
755
Forvis Mazars Wealth Advisors
Missouri
$2.57M +$134K +620 +5%
EARNEST Partners
756
EARNEST Partners
Georgia
$2.57M -$3.68M -17,058 -59%
ANBT
757
American National Bank & Trust
Texas
$2.56M +$884K +4,098 +53%
3IP
758
3Chopt Investment Partners
Virginia
$2.55M -$52.7K -244 -2%
AC
759
AlphaCore Capital
California
$2.53M +$1.23M +5,720 +95%
AC
760
Apella Capital
Connecticut
$2.5M +$156K +708 +7%
WWM
761
Western Wealth Management
Colorado
$2.49M – – –
EFS
762
Essex Financial Services
Connecticut
$2.49M +$146K +675 +6%
GKWIM
763
Gerber Kawasaki Wealth & Investment Management
California
$2.48M +$36.5K +169 +1%
AIFAIM
764
American Institute for Advanced Investment Management
Arizona
$2.48M -$46.4K -215 -2%
PWA
765
Provenance Wealth Advisors
Florida
$2.47M -$447K -2,070 -15%
MMH
766
Menora Mivtachim Holdings
Israel
$2.47M +$324K +1,500 +15%
AC
767
Annandale Capital
Texas
$2.46M -$8.33M -38,600 -77%
TPA
768
Trivium Point Advisory
Connecticut
$2.46M +$2.46M +11,388 New
GVAG
769
Great Valley Advisor Group
Delaware
$2.46M -$294K -1,363 -11%
CA
770
Cannon Advisors
North Carolina
$2.44M +$234K +1,082 +11%
SW
771
Simplicity Wealth
New Jersey
$2.42M +$456K +2,114 +23%
MFS
772
Miller Financial Services
Michigan
$2.41M +$35K +162 +1%
BAM
773
Bosun Asset Management
Illinois
$2.41M – – –
CWM
774
ClientFirst Wealth Management
Arkansas
$2.41M -$90.6K -420 -4%
GCA
775
Genesee Capital Advisors
New York
$2.4M -$46.4K -215 -2%
29 30
31
32 33