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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 %
AIM
826
Athena Investment Management
California
$2.08M – – –
CFO
827
Capitol Family Office
Oregon
$2.08M -$121K -563 -6%
HCC
828
Hirtle Callaghan & Co
Pennsylvania
$2.07M – – –
CHAM
829
Clear Harbor Asset Management
Connecticut
$2.06M -$2.79M -12,927 -57%
BWCS
830
Beirne Wealth Consulting Services
Connecticut
$2.06M +$1.6M +7,412 +347%
KWA
831
Kingswood Wealth Advisors
California
$2.04M -$223K -1,034 -10%
KJHP
832
K.J. Harrison & Partners
Ontario, Canada
$2.04M – – –
AAS
833
Ameritas Advisory Services
Nebraska
$2.04M -$1.14M -5,286 -36%
MFC
834
Mechanics Financial Corp
Ohio
$2.04M -$41.9K -194 -2%
AG
835
Algert Global
California
$2.04M -$1.76M -8,171 -46%
KP
836
Keel Point
Alabama
$2.04M +$722K +3,344 +55%
TWM
837
Tradition Wealth Management
Minnesota
$2.04M -$37.3K -173 -2%
JA
838
JVL Associates
Michigan
$2.03M – – –
GP
839
Gridiron Partners
Pennsylvania
$2.02M – – –
EIA
840
Eldridge Investment Advisors
New Hampshire
$2.01M -$134K -619 -6%
GS
841
GWN Securities
Florida
$2.01M -$4.23M -19,568 -68%
TSW
842
Thompson Siegel & Walmsley
Virginia
$2.01M -$16.2K -75 -0.8%
ACM
843
Absolute Capital Management
Pennsylvania
$2M +$5.18K +24 +0.3%
CCA
844
Carrera Capital Advisors
Michigan
$2M +$27K +125 +1%
GEA
845
Glen Eagle Advisors
New Jersey
$2M -$17.5K -81 -0.9%
HCM
846
Hollencrest Capital Management
California
$1.99M +$25.7K +119 +1%
LWM
847
Lyell Wealth Management
California
$1.98M -$328K -1,520 -14%
CWM
848
Cornerstone Wealth Management
Missouri
$1.98M +$327K +1,517 +20%
AO
849
Advisor OS
Illinois
$1.98M -$104K -481 -5%
JGC
850
J. Goldman & Co
New York
$1.98M -$7.18M -33,251 -78%
32 33
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