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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 %
CA
1026
Cambridge Advisors
Nebraska
$1.35M -$8.2K -38 -0.6%
GCA
1027
Gradient Capital Advisors
California
$1.34M -$262K -1,215 -16%
TIAAOA
1028
Teachers Insurance & Annuity Association of America
New York
$1.34M – – –
CB
1029
Community Bank
New York
$1.34M -$39.3K -182 -3%
CGF
1030
Constant Guidance Financial
Massachusetts
$1.34M +$1.34M +6,220 New
BFO
1031
Boston Family Office
Massachusetts
$1.34M -$36.7K -170 -3%
SW
1032
SlateStone Wealth
Florida
$1.34M -$1.3K -6 -0.1%
MW
1033
MBL Wealth
North Carolina
$1.34M -$94.5K -438 -7%
PS
1034
Planned Solutions
California
$1.34M -$172K -796 -11%
MAM
1035
MWA Asset Management
Massachusetts
$1.34M -$900K -4,169 -40%
LCM
1036
Lunt Capital Management
Utah
$1.34M +$817K +3,788 +157%
WPW
1037
Waldron Private Wealth
Pennsylvania
$1.34M +$88K +408 +7%
RFA
1038
Resurgent Financial Advisors
Georgia
$1.33M +$1.03M +4,756 +336%
CWS
1039
Confluence Wealth Services
Pennsylvania
$1.33M +$112K +518 +9%
BWFA
1040
Baltimore-Washington Financial Advisors
Maryland
$1.33M -$3.71M -17,204 -74%
GIM
1041
Grassi Investment Management
California
$1.32M -$124K -575 -9%
DJSG
1042
D.J. St. Germain
Massachusetts
$1.32M +$6.69K +31 +0.5%
VCP
1043
Verus Capital Partners
Arizona
$1.32M -$74K -343 -5%
CAU
1044
Caxton Associates (UK)
$1.31M -$518K -2,401 -28%
PS
1045
Principal Securities
Iowa
$1.31M -$2.08M -9,648 -61%
AA
1046
Ancora Advisors
Ohio
$1.31M -$30.6K -142 -2%
SC
1047
Shay Capital
New York
$1.3M +$1.3M +6,016 New
HCMT
1048
Highland Capital Management (Tennessee)
Tennessee
$1.29M -$31.3K -145 -2%
EFA
1049
Edge Financial Advisors
Illinois
$1.29M -$273K -1,255 -17%
BWM
1050
Bernard Wealth Management
Michigan
$1.29M +$10.1K +47 +0.8%
40 41
42
43 44