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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 %
FWA
1351
FSM Wealth Advisors
Ohio
$718K +$103K +468 +17%
AFG
1352
Allegheny Financial Group
Pennsylvania
$718K -$215K -996 -23%
FWI
1353
Facet Wealth Inc
Maryland
$716K +$308K +1,404 +76%
Fisher Asset Management
1354
Fisher Asset Management
Washington
$716K -$102K -474 -13%
GFP
1355
Guardian Financial Partners
California
$714K +$1.94K +9 +0.3%
NA
1356
Nordwand Advisors
Pennsylvania
$714K +$714K +3,308 New
MEG
1357
Millstone Evans Group
Colorado
$713K -$58.3K -270 -8%
SMA
1358
Seven Mile Advisory
New Jersey
$712K – – –
LW
1359
Linscomb Wealth
Texas
$711K -$17.9K -83 -2%
HT
1360
Heritage Trust
Oklahoma
$710K +$5.61K +26 +0.8%
SWM
1361
Sentinel Wealth Management
Virginia
$708K +$708K +3,283 New
TFS
1362
Thoroughbred Financial Services
Tennessee
$707K +$10.4K +48 +1%
HPA
1363
High Probability Advisors
New York
$707K – – –
LWM
1364
Lionshead Wealth Management
New York
$705K -$564K -2,614 -44%
JFG
1365
JDM Financial Group
Texas
$705K +$216 +1 +0%
BWM
1366
Baron Wealth Management
Michigan
$704K +$1.3K +6 +0.2%
CB
1367
Cadence Bank
Mississippi
$700K +$22.4K +104 +3%
SC
1368
SouthState Corp
Florida
$700K -$80.5K -373 -10%
CCC
1369
Compass Capital Corp
Massachusetts
$697K +$384K +1,742 +123%
MCM
1370
M1 Capital Management
Michigan
$694K +$88.3K +409 +15%
RDWM
1371
Red Door Wealth Management
Tennessee
$693K +$274K +1,271 +65%
TW
1372
TritonPoint Wealth
Maryland
$692K -$50.9K -236 -7%
SC
1373
Sepio Capital
Utah
$692K -$1.68M -7,790 -71%
CFFP
1374
Center for Financial Planning
Michigan
$692K – – –
CC
1375
Cultivar Capital
Texas
$691K +$29.8K +138 +5%
53 54
55
56 57