IWM icon

iShares Russell 2000 ETF

2,349 hedge funds and large institutions have $63.3B invested in iShares Russell 2000 ETF in 2025 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 737 increasing their positions, 1,006 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 165151 (-14)

27% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 1,006

48% less call options, than puts

Call options by funds: $60.8B | Put options by funds: $116B

Holders
2,349
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
151
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.8B
Puts
$116B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1101
Berkshire Money Management
Massachusetts
$1.17M
SFS
1102
Summit Financial Strategies
Ohio
$1.17M
SC
1103
Stephenson & Company
California
$1.17M
CWM
1104
Calamos Wealth Management
Illinois
$1.17M
SAI
1105
Savvy Advisors Inc
New York
$1.16M
EM
1106
Excalibur Management
Massachusetts
$1.16M
SCA
1107
Stonebridge Capital Advisors
Minnesota
$1.15M
CS
1108
Cannell & Spears
New York
$1.15M
IB
1109
Intrust Bank
Kansas
$1.15M
CPA
1110
Cardiff Park Advisors
California
$1.14M
HPBT
1111
Hickory Point Bank & Trust
Illinois
$1.14M
CIA
1112
Compass Ion Advisors
Pennsylvania
$1.14M
PB
1113
Pinnacle Bancorp
Nebraska
$1.14M
1WM
1114
1900 Wealth Management
Texas
$1.14M
HA
1115
Huntleigh Advisors
Missouri
$1.14M
DCA
1116
DSG Capital Advisors
Minnesota
$1.14M
AFO
1117
Aurelius Family Office
New Hampshire
$1.14M
CFP
1118
Catalyst Financial Partners
Massachusetts
$1.14M
BSHC
1119
Breed's Hill Capital
Massachusetts
$1.14M
RPGK
1120
Retirement Planning Group (Kansas)
Kansas
$1.13M
SIA
1121
Soltis Investment Advisors
Utah
$1.13M
1CP
1122
17 Capital Partners
Arizona
$1.13M
NCM
1123
Neumann Capital Management
California
$1.12M
IIC
1124
Ironwood Investment Counsel
Arizona
$1.12M
JSW
1125
Journey Strategic Wealth
New Jersey
$1.12M