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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 %
HPBT
1101
Hickory Point Bank & Trust
Illinois
$1.14M +$60.9K +282 +6%
CIA
1102
Compass Ion Advisors
Pennsylvania
$1.14M +$4.75K +22 +0.4%
PB
1103
Pinnacle Bancorp
Nebraska
$1.14M -$51.1K -237 -4%
1WM
1104
1900 Wealth Management
Texas
$1.14M -$46.2K -214 -4%
HA
1105
Huntleigh Advisors
Missouri
$1.14M -$3.67K -17 -0.3%
DCA
1106
DSG Capital Advisors
Minnesota
$1.14M -$284K -1,316 -20%
AFO
1107
Aurelius Family Office
New Hampshire
$1.14M -$10.8K -50 -0.9%
CFP
1108
Catalyst Financial Partners
Massachusetts
$1.14M -$7.55K -35 -0.7%
BSHC
1109
Breed's Hill Capital
Massachusetts
$1.14M – – –
RPGK
1110
Retirement Planning Group (Kansas)
Kansas
$1.13M -$72.5K -336 -6%
SIA
1111
Soltis Investment Advisors
Utah
$1.13M -$148K -684 -12%
1CP
1112
17 Capital Partners
Arizona
$1.13M +$65.2K +302 +6%
NCM
1113
Neumann Capital Management
California
$1.12M – – –
IIC
1114
Ironwood Investment Counsel
Arizona
$1.12M +$724K +3,354 +183%
JSW
1115
Journey Strategic Wealth
New Jersey
$1.12M +$860K +3,985 +332%
PW
1116
PUREfi Wealth
Massachusetts
$1.12M -$73.4K -340 -6%
CFP
1117
Cascade Financial Partners
California
$1.12M -$169K -781 -13%
CCM
1118
Colorado Capital Management
Colorado
$1.12M -$18.6K -86 -2%
SCP
1119
Silverleafe Capital Partners
Tennessee
$1.12M -$180K -833 -14%
CASB
1120
Cape Ann Savings Bank
Massachusetts
$1.11M -$64.5K -299 -5%
MPCG
1121
Matrix Private Capital Group
New York
$1.11M -$28.9K -134 -3%
CWS
1122
Cypress Wealth Services
California
$1.11M +$832K +3,855 +298%
Koshinski Asset Management
1123
Koshinski Asset Management
Illinois
$1.11M +$203K +943 +22%
AWM
1124
Aprio Wealth Management
Georgia
$1.11M -$115K -532 -9%
COCM
1125
Charter Oak Capital Management
New Hampshire
$1.11M -$72.1K -334 -6%
43 44
45
46 47