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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 %
V
1251
ViaWealth
Kansas
$873K +$21.6K +100 +3%
SFC
1252
Sprinkle Financial Consultants
Colorado
$872K +$472K +2,190 +118%
MAM
1253
Milestone Asset Management
Pennsylvania
$869K -$422K -1,957 -33%
TAM
1254
Townsend Asset Management
North Carolina
$868K -$72.3K -335 -8%
MWA
1255
Monograph Wealth Advisors
California
$866K -$98.6K -457 -10%
MIM
1256
Montgomery Investment Management
Maryland
$863K – – –
CC
1257
Carlson Capital
Texas
$863K +$863K +4,000 New
CA
1258
CSM Advisors
Pennsylvania
$863K -$1.9M -8,800 -69%
S
1259
SignatureFD
Georgia
$859K -$287K -1,329 -25%
SMA
1260
Sage Mountain Advisors
Georgia
$855K -$26.5K -123 -3%
NWM
1261
Northwest Wealth Management
Iowa
$852K – – –
SS
1262
SBI Securities
Japan
$850K -$41K -190 -5%
JHCP
1263
Jackson Hole Capital Partners
Oklahoma
$845K – – –
BCM
1264
Bienville Capital Management
New York
$845K -$702K -3,251 -45%
PCH
1265
PGIM Custom Harvest
New Jersey
$842K -$92.2K -427 -10%
MCM
1266
MidAtlantic Capital Management
Virginia
$842K – – –
NEPPG
1267
New England Professional Planning Group
Rhode Island
$840K +$385K +1,784 +85%
FPW
1268
Flagship Private Wealth
Massachusetts
$839K -$86.3K -400 -9%
BLFG
1269
Brian Low Financial Group
Louisiana
$839K +$839K +3,887 New
FP
1270
Financial Perspectives
Minnesota
$838K +$152K +703 +22%
OGF
1271
Orin Green Financial
California
$836K +$19.9K +92 +2%
FIB
1272
First Interstate Bank
Montana
$835K -$21.6K -100 -3%
NFP
1273
Narus Financial Partners
Utah
$835K -$80.9K -375 -9%
PHAM
1274
Palisades Hudson Asset Management
Florida
$833K +$216 +1 +0%
AFA
1275
American Financial Advisors
Georgia
$830K -$432 -2 -0.1%
49 50
51
52 53