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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 %
WP
1001
WealthShield Partners
North Carolina
$1.42M -$120K -554 -8%
UBP
1002
Union Bancaire Privee
Switzerland
$1.41M -$549K -2,600 -28%
6F
1003
626 Financial
Michigan
$1.41M -$13.4K -62 -0.9%
FA
1004
Fiducient Advisors
Illinois
$1.41M +$25.5K +118 +2%
BTD
1005
BankPlus Trust Department
Mississippi
$1.41M -$319K -1,477 -18%
FSA
1006
Financial Services Advisory
Maryland
$1.4M -$27.4K -127 -2%
AIM
1007
Allen Investment Management
New York
$1.4M – – –
Zurich Cantonal Bank
1008
Zurich Cantonal Bank
Switzerland
$1.4M +$121K +560 +9%
MWM
1009
Mittelman Wealth Management
Massachusetts
$1.4M +$370K +1,713 +36%
IA
1010
IAM Advisory
Pennsylvania
$1.39M +$44.2K +205 +3%
SGCA
1011
Steel Grove Capital Advisors
Tennessee
$1.39M – – –
STFP
1012
Signal Tree Financial Partners
Ohio
$1.39M +$1.39M +6,422 New
CWG
1013
Cornerstone Wealth Group
North Carolina
$1.38M -$1.47M -6,804 -51%
SWM
1014
SigFig Wealth Management
California
$1.37M -$49.3K -229 -3%
Hudson Bay Capital Management
1015
Hudson Bay Capital Management
Connecticut
$1.37M -$259M -1,199,182 -99%
MCM
1016
MV Capital Management
Maryland
$1.37M -$438K -2,031 -24%
Betterment LLC
1017
Betterment LLC
New York
$1.36M +$91.9K +426 +7%
TCWM
1018
Total Clarity Wealth Management
Illinois
$1.36M -$1.72M -7,970 -56%
TCA
1019
Transcend Capital Advisors
New Jersey
$1.36M -$489K -2,264 -26%
BFS
1020
Bare Financial Services
Pennsylvania
$1.36M -$526K -2,436 -28%
FNB
1021
Farmers National Bank
Kentucky
$1.35M – – –
PBF
1022
Petix & Botte Financial
California
$1.35M -$77.7K -360 -5%
CPRC
1023
Consolidated Portfolio Review Corp
New York
$1.35M -$58.9K -273 -4%
AWM
1024
Avior Wealth Management
Nebraska
$1.35M -$39.3K -185 -3%
CI
1025
CX Institutional
Indiana
$1.35M -$253K -1,173 -16%
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