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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 %
PCM
976
Pointe Capital Management
Michigan
$1.5M +$56.1K +260 +4%
MFG
977
Mosaic Financial Group
Illinois
$1.5M -$129K -596 -8%
AWA
978
Adapt Wealth Advisors
Georgia
$1.5M -$120K -558 -7%
FWM
979
Fonville Wealth Management
Virginia
$1.5M -$48.3K -224 -3%
GC
980
Garde Capital
Washington
$1.49M -$93.7K -434 -6%
BC
981
Bricktown Capital
Michigan
$1.49M – – –
PFWA
982
Paces Ferry Wealth Advisors
Georgia
$1.49M -$126K -583 -8%
BMCM
983
Bryn Mawr Capital Management
Pennsylvania
$1.48M -$207K -960 -12%
IFPG
984
Intrepid Financial Planning Group
Indiana
$1.48M +$1.94K +9 +0.1%
CCA
985
Childress Capital Advisors
Texas
$1.48M – – –
AIC
986
Ayalon Insurance Company
Israel
$1.47M – – –
NL
987
NWAM LLC
Washington
$1.46M – – –
CC
988
Chicago Capital
Illinois
$1.46M -$21.1K -98 -1%
CWM
989
Circle Wealth Management
New Jersey
$1.46M -$179K -830 -11%
OWM
990
Orgel Wealth Management
Wisconsin
$1.45M +$28.3K +131 +2%
NL
991
Nuveen LLC
North Carolina
$1.45M +$94.3K +598 +7%
Bank Julius Baer & Co
992
Bank Julius Baer & Co
Switzerland
$1.45M +$167K +772 +13%
KWS
993
Keystone Wealth Services
California
$1.44M -$3.88K -18 -0.3%
FFL
994
Future Fund LLC
Illinois
$1.44M +$1.44M +6,651 New
ICA
995
Infrastructure Capital Advisors
New York
$1.43M +$1.06M +4,896 +281%
MCC
996
Money Concepts Capital
Florida
$1.43M +$710K +3,292 +99%
EA
997
Enclave Advisors
Texas
$1.42M -$26.3K -122 -2%
SRC
998
Sage Rhino Capital
California
$1.42M – – –
RWP
999
RWA Wealth Partners
Massachusetts
$1.42M +$79.8K +370 +6%
HHGC
1000
Hunting Hill Global Capital
New York
$1.42M +$649K +3,006 +85%
38 39
40
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