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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 %
BFA
1151
Bragg Financial Advisors
North Carolina
$1.05M -$13.4K -62 -1%
MC
1152
Middleton & Co
Massachusetts
$1.05M -$237K -1,100 -18%
ZBNA
1153
Zions Bancorporation, National Association
Utah
$1.05M – – –
SWA
1154
SOA Wealth Advisors
New York
$1.05M -$1.25M -79,302 -55%
WPC
1155
White Pine Capital
Minnesota
$1.04M +$4.32K +20 +0.4%
DLCIG
1156
D.L. Carlson Investment Group
New Hampshire
$1.04M -$460K -2,130 -31%
RIA
1157
Regal Investment Advisors
Michigan
$1.04M -$78.5K -364 -7%
AAM
1158
Alphadyne Asset Management
New York
$1.04M +$1.04M +4,806 New
MFA
1159
McClarren Financial Advisors
Pennsylvania
$1.04M -$46.8K -217 -4%
PWM
1160
Power Wealth Management
Georgia
$1.04M -$37.1K -172 -3%
MWA
1161
Meridian Wealth Advisors
Texas
$1.04M +$1.04M +4,800 New
MIA
1162
MainStreet Investment Advisors
Illinois
$1.03M -$134K -620 -11%
CHJWM
1163
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.03M -$12K -54 -1%
HWA
1164
HCR Wealth Advisors
California
$1.03M -$28.9K -134 -3%
MI
1165
Motiv8 Investments
Florida
$1.03M -$188K -869 -15%
SHFA
1166
SC&H Financial Advisors
Maryland
$1.03M -$4.53K -21 -0.4%
BCM
1167
Bluefin Capital Management
New York
$1.03M -$9.99M -46,310 -91%
PL
1168
Parthenon LLC
Kentucky
$1.02M -$21.6K -100 -2%
PTC
1169
Philadelphia Trust Company
Pennsylvania
$1.02M – – –
SOS
1170
Silver Oak Securities
Tennessee
$1.02M +$746K +3,458 +272%
SWA
1171
Sightline Wealth Advisors
Connecticut
$1.02M -$80.1K -371 -7%
AFO
1172
Arrowroot Family Office
California
$1.02M +$1.02M +4,718 New
MLL
1173
Moody Lynn & Lieberson
Massachusetts
$1.01M -$98.6K -457 -9%
GFPC
1174
Global Financial Private Client
Florida
$1M +$89.1K +413 +10%
KIA
1175
KCM Investment Advisors
California
$1M -$1.11M -5,132 -52%
45 46
47
48 49