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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 %
VAG
1376
VisionPoint Advisory Group
Texas
$691K +$691K +3,201 New
LWCFA
1377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$690K -$76.4K -354 -10%
FAM
1378
Formidable Asset Management
Ohio
$690K – – –
OBGC
1379
O'Brien Greene & Co
Pennsylvania
$688K -$10.8K -50 -2%
MIG
1380
McGuire Investment Group
Rhode Island
$687K – – –
EF
1381
Elite Financial
Idaho
$683K -$22K -100 -3%
SFS
1382
Sharp Financial Services
Pennsylvania
$682K +$305K +1,412 +81%
BFO
1383
Biltmore Family Office
North Carolina
$681K – – –
NRC
1384
New Republic Capital
North Carolina
$681K +$378K +1,754 +125%
AFAS
1385
Acorn Financial Advisory Services
Virginia
$676K +$22.7K +105 +3%
SDWMA
1386
Schneider Downs Wealth Management Advisors
Pennsylvania
$676K +$8.2K +38 +1%
CFS
1387
Commonwealth Financial Services
West Virginia
$675K -$6.59M -30,539 -91%
SG
1388
Stanich Group
New York
$672K -$65.4K -293 -9%
PTP
1389
Platform Technology Partners
New York
$670K +$6.48K +30 +1%
PCTC
1390
Perkins Coie Trust Company
Washington
$670K -$3.4M -15,758 -84%
TFG
1391
Tilson Financial Group
New Jersey
$668K +$1.73K +8 +0.3%
PWG
1392
Private Wealth Group
Florida
$667K – – –
ISB
1393
Iowa State Bank
Iowa
$667K – – –
FBT
1394
First Bank & Trust
South Dakota
$667K +$97.3K +451 +17%
BA
1395
Ballew Advisors
Mississippi
$666K -$20.5K -92 -3%
PTB
1396
Pioneer Trust Bank
Oregon
$666K – – –
NFG
1397
Nations Financial Group
Iowa
$665K -$127K -589 -16%
BPC
1398
Bearing Point Capital
Minnesota
$665K – – –
APW
1399
Acima Private Wealth
Virginia
$665K – – –
ULWM
1400
Upper Left Wealth Management
Florida
$664K +$98.4K +456 +17%
54 55
56
57 58