IWM icon

iShares Russell 2000 ETF

2,350 hedge funds and large institutions have $63.3B invested in iShares Russell 2000 ETF in 2025 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 737 increasing their positions, 1,007 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 165151 (-14)

27% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 1,007

48% less call options, than puts

Call options by funds: $60.8B | Put options by funds: $116B

Holders
2,350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
151
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.8B
Puts
$116B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1376
Thoroughbred Financial Services
Tennessee
$707K
HPA
1377
High Probability Advisors
New York
$707K
LWM
1378
Lionshead Wealth Management
New York
$705K
JFG
1379
JDM Financial Group
Texas
$705K
BWM
1380
Baron Wealth Management
Michigan
$704K
CB
1381
Cadence Bank
Mississippi
$700K
SC
1382
SouthState Corp
Florida
$700K
CCC
1383
Compass Capital Corp
Massachusetts
$697K
MCM
1384
M1 Capital Management
Michigan
$694K
RDWM
1385
Red Door Wealth Management
Tennessee
$693K
TW
1386
TritonPoint Wealth
Maryland
$692K
SC
1387
Sepio Capital
Utah
$692K
CFFP
1388
Center for Financial Planning
Michigan
$692K
CC
1389
Cultivar Capital
Texas
$691K
VAG
1390
VisionPoint Advisory Group
Texas
$691K
LWCFA
1391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$690K
FAM
1392
Formidable Asset Management
Ohio
$690K
OBGC
1393
O'Brien Greene & Co
Pennsylvania
$688K
MIG
1394
McGuire Investment Group
Rhode Island
$687K
EF
1395
Elite Financial
Idaho
$683K
SFS
1396
Sharp Financial Services
Pennsylvania
$682K
BFO
1397
Biltmore Family Office
North Carolina
$681K
NRC
1398
New Republic Capital
North Carolina
$681K
AFAS
1399
Acorn Financial Advisory Services
Virginia
$676K
SDWMA
1400
Schneider Downs Wealth Management Advisors
Pennsylvania
$676K