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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 %
Fiera Capital (Canada)
1201
Fiera Capital (Canada)
Quebec, Canada
$949K -$11K -51 -1%
DIP
1202
Davis Investment Partners
North Carolina
$948K -$46.4K -213 -5%
JF
1203
JSF Financial
California
$943K +$21.6K +100 +2%
HWA
1204
Heritage Wealth Advisors
Virginia
$941K -$1.51K -7 -0.2%
MBTD
1205
Mechanics Bank - Trust Department
California
$940K -$127K -587 -12%
BSG
1206
Black Swift Group
Colorado
$939K +$939K +4,350 New
MBFW
1207
Morton Brown Family Wealth
Pennsylvania
$938K – – –
ACM
1208
Advisors Capital Management
New Jersey
$937K +$225K +1,043 +32%
AB
1209
Atlas Brown
Kentucky
$932K +$216 +1 +0%
CFO
1210
Collective Family Office
Pennsylvania
$930K – – –
Wealthfront Advisers
1211
Wealthfront Advisers
California
$929K -$64.1K -297 -6%
RIA
1212
Realta Investment Advisors
Delaware
$928K -$176K -816 -16%
VP
1213
Verum Partners
North Carolina
$926K +$1.73K +8 +0.2%
LOPW
1214
Live Oak Private Wealth
North Carolina
$926K +$288K +1,333 +45%
AFC
1215
AFT Forsyth & Company
Florida
$924K -$20.5K -95 -2%
PI
1216
Pachira Investments
California
$924K – – –
USCWA
1217
U.S. Capital Wealth Advisors
Texas
$923K -$179K -828 -16%
BFM
1218
Broadview Financial Management
Wisconsin
$921K -$12.7K -59 -1%
BSCCG
1219
Blue Sky Capital Consultants Group
California
$920K -$23.7K -110 -3%
FL
1220
FreeGulliver LLC
Louisiana
$920K -$7.98K -37 -0.9%
AWM
1221
Aegis Wealth Management
Maryland
$918K – – –
MWM
1222
Mattern Wealth Management
Kansas
$918K – – –
BFS
1223
BridgePort Financial Solutions
Iowa
$916K +$108K +502 +13%
BDFN
1224
Bond & Devick Financial Network
Minnesota
$914K -$32.8K -152 -3%
ACP
1225
Arcus Capital Partners
Georgia
$914K +$5.83K +27 +0.6%
47 48
49
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