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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 %
PCMF
1401
Private Capital Management (Florida)
Florida
$664K -$186K -862 -22%
TT
1402
TI-Trust
Illinois
$662K -$5.4K -25 -0.8%
RIA
1403
RPG Investment Advisory
California
$661K -$797K -3,694 -55%
FSA
1404
Fort Sheridan Advisors
Illinois
$660K -$76.4K -354 -10%
NL
1405
NVWM LLC
Pennsylvania
$658K -$2.29M -10,589 -78%
GWP
1406
Gen-Wealth Partners
Michigan
$658K – – –
BIA
1407
Bigelow Investment Advisors
Maine
$655K +$216 +1 +0%
ACM
1408
Aster Capital Management
United Arab Emirates
$654K +$654K +3,032 New
PA
1409
Procyon Advisors
Connecticut
$653K -$66.9K -310 -9%
X
1410
Xponance
Pennsylvania
$653K -$382K -1,769 -37%
SWM
1411
Stockman Wealth Management
Montana
$650K +$42.5K +197 +7%
FHC
1412
First Heartland Consultants
Missouri
$650K -$346K -1,603 -35%
GJWM
1413
Gilliland Jeter Wealth Management
Arkansas
$649K -$22.7K -105 -3%
GFG
1414
Grantvest Financial Group
New Jersey
$648K -$9.06K -42 -1%
RRA
1415
Round Rock Advisors
Connecticut
$648K -$17.5K -81 -3%
CWM
1416
Copia Wealth Management
Oregon
$648K +$8.2K +38 +1%
NWA
1417
Navis Wealth Advisors
New York
$647K +$350K +1,624 +118%
DC
1418
Defender Capital
North Carolina
$647K – – –
DA
1419
DCF Advisers
Connecticut
$647K – – –
LWL
1420
Leo Wealth LLC
Texas
$647K +$12.1K +56 +2%
CVA
1421
Central Valley Advisors
California
$646K -$5.4K -25 -0.8%
BWA
1422
Blodgett Wealth Advisors
California
$646K – – –
MAM
1423
Mystic Asset Management
Rhode Island
$646K – – –
EB
1424
Exchange Bank
California
$646K – – –
WA
1425
Westfuller Advisors
New York
$645K +$1.73K +8 +0.3%
55 56
57
58 59