IWM icon

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 %
LCG
1301
Lakeshore Capital Group
Illinois
$786K -$272K -1,261 -26%
FA
1302
Fiduciary Alliance
South Carolina
$783K +$270K +1,252 +53%
FFM
1303
Forum Financial Management
Illinois
$783K +$2.37K +11 +0.3%
CHA
1304
Cooper/Haims Advisors
New York
$782K +$216 +1 +0%
TWM
1305
Thrive Wealth Management
Pennsylvania
$781K +$432 +2 +0.1%
WIC
1306
Woodmont Investment Counsel
Tennessee
$778K -$16.4K -76 -2%
FIBOI
1307
First International Bank of Israel
$777K +$777K +3,589 New
EDRH
1308
Edmond de Rothschild Holding
Switzerland
$774K -$604K -2,800 -44%
TNB
1309
Thomasville National Bank
Georgia
$772K +$158K +730 +26%
ALWM
1310
Andrews Lucia Wealth Management
California
$770K – – –
BFA
1311
Bill Few Associates
Pennsylvania
$770K – – –
PMG
1312
Private Management Group
California
$769K – – –
NG
1313
NWK Group
California
$768K +$34.1K +158 +5%
AGP
1314
Autumn Glory Partners
Texas
$765K – – –
AWM
1315
Accel Wealth Management
Iowa
$764K -$863 -4 -0.1%
FF
1316
Francis Financial
$763K – – –
RDFA
1317
Ritter Daniher Financial Advisory
Ohio
$760K -$4.75K -22 -0.6%
CTA
1318
Colonial Trust Advisors
South Carolina
$758K -$688K -3,188 -48%
JWWM
1319
Johnson & White Wealth Management
Pennsylvania
$756K +$16K +74 +2%
PCS
1320
Personal CFO Solutions
New Jersey
$752K -$38.6K -179 -5%
WCM
1321
Windsor Capital Management
Arizona
$750K -$23.1K -107 -3%
CP
1322
Canopy Partners
Ohio
$748K -$16.8K -78 -2%
SHF
1323
Stage Harbor Financial
Massachusetts
$747K +$44K +204 +6%
MTIC
1324
Missouri Trust & Investment Company
Missouri
$747K – – –
FAB
1325
First American Bank
Illinois
$746K – – –
51 52
53
54 55