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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 %
CIEC
1076
Crédit Industriel et Commercial
France
$1.22M +$1.22M +5,643 New
FBFS
1077
First Business Financial Services
Wisconsin
$1.22M -$60.6K -281 -5%
CFS
1078
Coordinated Financial Services
Colorado
$1.21M -$94.7K -439 -7%
LSIA
1079
LaSalle St. Investment Advisors
Illinois
$1.21M +$260K +1,203 +27%
SCTC
1080
Sanibel Captiva Trust Company
Florida
$1.2M -$216K -1,000 -15%
AC
1081
Avestar Capital
New York
$1.2M +$85.7K +397 +8%
TWP
1082
Tyche Wealth Partners
Texas
$1.2M -$33.7K -156 -3%
EAMA
1083
EFG Asset Management (Americas)
Florida
$1.2M +$1.51K +7 +0.1%
RP
1084
Riverbridge Partners
Minnesota
$1.2M +$690K +3,196 +136%
EL
1085
EQ LLC
Washington
$1.2M -$108K -501 -8%
WHG
1086
Westwood Holdings Group
Texas
$1.2M -$863 -4 -0.1%
TIM
1087
Tortoise Investment Management
New York
$1.19M -$62.8K -291 -5%
BWP
1088
Baldwin Wealth Partners
Massachusetts
$1.19M -$19.9K -92 -2%
CTC
1089
Central Trust Company
Missouri
$1.18M +$61.1K +283 +5%
TC
1090
TownSquare Capital
Utah
$1.18M -$4.09M -18,934 -78%
BMM
1091
Berkshire Money Management
Massachusetts
$1.17M -$19.1M -88,539 -94%
SFS
1092
Summit Financial Strategies
Ohio
$1.17M -$2.37K -11 -0.2%
SC
1093
Stephenson & Company
California
$1.17M – – –
CWM
1094
Calamos Wealth Management
Illinois
$1.17M -$735K -3,406 -39%
SAI
1095
Savvy Advisors Inc
New York
$1.16M -$105K -487 -8%
EM
1096
Excalibur Management
Massachusetts
$1.16M +$48.1K +223 +4%
SCA
1097
Stonebridge Capital Advisors
Minnesota
$1.15M -$17.3K -80 -1%
CS
1098
Cannell & Spears
New York
$1.15M -$208K -965 -15%
IB
1099
Intrust Bank
Kansas
$1.15M -$37.8K -175 -3%
CPA
1100
Cardiff Park Advisors
California
$1.14M -$30.9K -143 -3%
42 43
44
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