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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
31.17%
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 %
SI
851
Saxon Interests
Texas
$1.97M – – –
TWP
852
Tempus Wealth Planning
California
$1.97M -$55.2K -256 -3%
DI
853
DAGCO Inc
Ohio
$1.96M -$87.8K -407 -4%
PAS
854
PKS Advisory Services
New York
$1.96M -$24.4K -113 -1%
MC
855
Mathes Company
New York
$1.96M -$53.9K -250 -3%
JGIA
856
Jackson Grant Investment Advisers
Connecticut
$1.96M +$6.26K +29 +0.3%
KF
857
KKM Financial
Illinois
$1.94M -$12.3K -56 -0.6%
NPT
858
Nixon Peabody Trust
Massachusetts
$1.94M -$46.4K -215 -2%
OPWM
859
Oakwell Private Wealth Management
Texas
$1.94M +$43.2K +200 +2%
BAM
860
BLKBRD Asset Management
Connecticut
$1.93M +$1.93M +8,967 New
CWA
861
Consilio Wealth Advisors
Washington
$1.93M +$1.93M +8,977 New
ITIM
862
Indiana Trust & Investment Management
Indiana
$1.93M -$58.9K -273 -3%
CFG
863
Cosner Financial Group
Colorado
$1.93M +$269K +1,248 +16%
LB
864
Legacy Bridge
Iowa
$1.92M -$78.8K -365 -4%
AI
865
Atria Investments
North Carolina
$1.91M -$855K -3,963 -31%
SCA
866
Sage Capital Advisors
South Dakota
$1.91M – – –
SFA
867
Seneca Financial Advisors
New York
$1.91M +$21.1K +98 +1%
EAM
868
Empirical Asset Management
Massachusetts
$1.9M +$228K +1,057 +14%
G
869
GenTrust
Florida
$1.9M -$801K -3,712 -30%
AMG
870
Advisors Management Group
Wisconsin
$1.89M +$4.1K +19 +0.2%
BA
871
Ballast Advisors
Minnesota
$1.89M +$17.9K +83 +1%
SAG
872
SageView Advisory Group
California
$1.89M +$725K +3,237 +62%
VA
873
Valmark Advisers
Ohio
$1.89M -$429K -1,990 -19%
Nomura Asset Management
874
Nomura Asset Management
Japan
$1.88M – – –
PCMK
875
Paragon Capital Management (Kansas)
Kansas
$1.88M +$4.1K +19 +0.2%
33 34
35
36 37