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
31.17%
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 %
NSIM
926
North Star Investment Management
Illinois
$1.67M -$181K -841 -10%
SCG
927
Sonata Capital Group
Washington
$1.67M +$3.24K +15 +0.2%
EFG
928
Ethos Financial Group
Pennsylvania
$1.66M -$472K -2,186 -22%
PFW
929
Petros Family Wealth
Minnesota
$1.65M +$112K +518 +7%
MHC
930
May Hill Capital
Massachusetts
$1.65M -$178K -827 -10%
SB
931
Sunflower Bank
Texas
$1.65M -$17.7K -82 -1%
LMKC
932
L.M. Kohn & Company
Ohio
$1.65M -$167K -775 -9%
SWM
933
Shelton Wealth Management
Texas
$1.64M +$33K +153 +2%
FA
934
Fagan Associates
New York
$1.63M +$4.1K +19 +0.3%
HIA
935
Harbor Investment Advisory
Maryland
$1.63M -$50.5K -234 -3%
FFN
936
Focus Financial Network
Minnesota
$1.63M +$141K +653 +9%
STCOSD
937
Sageworth Trust Company of South Dakota
South Dakota
$1.63M – – –
LIA
938
LS Investment Advisors
Michigan
$1.62M -$74.9K -347 -4%
PCM
939
Ping Capital Management
New York
$1.62M -$237K -1,100 -13%
BC
940
Belmont Capital
California
$1.62M – – –
PIA
941
Perennial Investment Advisors
California
$1.61M +$115K +535 +8%
WA
942
Wealth Architects
California
$1.61M +$1.02M +4,735 +174%
KFP
943
KMG Fiduciary Partners
Ohio
$1.61M +$863 +4 +0.1%
OPCM
944
Osborne Partners Capital Management
California
$1.6M -$17K -79 -1%
VC
945
Veracity Capital
Georgia
$1.6M -$51.8K -240 -3%
CMI
946
Clare Market Investments
Texas
$1.6M +$1.6M +7,420 New
DWA
947
Delos Wealth Advisors
Texas
$1.59M -$95.4K -442 -6%
AMI
948
Amica Mutual Insurance
Rhode Island
$1.59M – – –
FA
949
Financial Advisors
Massachusetts
$1.58M – – –
LAM
950
Lifestyle Asset Management
Texas
$1.58M +$57.8K +268 +4%
36 37
38
39 40