IWM icon

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 %
FAM
776
Forte Asset Management
New York
$2.4M -$683K -3,164 -22%
AIC
777
Allodium Investment Consultants
Minnesota
$2.39M -$20.9K -97 -0.9%
PCWA
778
Pacific Capital Wealth Advisors
California
$2.39M -$1.71M -7,803 -42%
JWM
779
Jessup Wealth Management
Ohio
$2.36M -$152K -703 -6%
AF
780
Advisornet Financial
Minnesota
$2.35M -$283K -1,312 -11%
OFG
781
Oxford Financial Group
Indiana
$2.34M +$8.2K +38 +0.4%
MAA
782
Matrix Asset Advisors
New York
$2.34M +$28.5K +132 +1%
MNBTD
783
Moody National Bank Trust Division
Texas
$2.34M – – –
SC
784
Schoolcraft Capital
Colorado
$2.33M -$27K -125 -1%
LLWM
785
Life Line Wealth Management
California
$2.33M +$6.26K +29 +0.3%
RCM
786
Radnor Capital Management
Pennsylvania
$2.32M – – –
CA
787
Claro Advisors
Massachusetts
$2.32M +$2.16K +10 +0.1%
FGWP
788
Founders Grove Wealth Partners
Virginia
$2.32M -$137K -636 -6%
ABC
789
Associated Banc-Corp
Wisconsin
$2.3M -$335K -1,552 -13%
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29M +$91.3K +423 +4%
WP
791
Westmount Partners
California
$2.28M -$37.8K -175 -2%
NP
792
NorthRock Partners
Minnesota
$2.28M +$872K +4,043 +62%
IIA
793
IPG Investment Advisors
California
$2.28M +$725K +3,359 +47%
RWP
794
Revolve Wealth Partners
New Jersey
$2.27M -$335K -1,551 -13%
FWMP
795
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.27M -$6.69K -31 -0.3%
NFG
796
Northeast Financial Group
Pennsylvania
$2.26M +$951K +4,409 +72%
PWAC
797
Private Wealth Advisors (California)
California
$2.26M -$1.38M -6,376 -38%
ST
798
Spinnaker Trust
Maine
$2.26M +$432 +2 +0%
PI
799
PFG Investments
New York
$2.24M -$463K -2,147 -17%
HIS
800
Harvest Investment Services
Illinois
$2.23M +$865K +4,008 +63%
30 31
32
33 34